Account Coordinator, Personal Risk Service Center (Palm Springs, CA Hybrid/Remote)

Aon; Palm Springs (CA); Hybrid; USD 32,000 - 50,000; Full time

Benefits offered by this job

PTO

Paid holidays

401(k) with match

Job summary

NFP, an Aon company, seeks a Personal Risk Service Center Account Coordinator to provide centralized administrative support for client accounts. You will assist Account Managers, process endorsements, issue policy documents, and coordinate with carriers to ensure timely service delivery.

This full-time role offers hybrid work from Palm Springs, CA or remote, with a standard M-F 8-5 schedule. Candidates should have 2+ years in admin or customer service, insurance experience preferred, and

Qualifications

• 2+ years of administrative or customer service experience, with insurance experience preferred.
• Experience using Applied EPIC preferred.
• Bachelor's degree preferred; high school diploma or GED required.
• Proficient in Outlook, Word, and Excel.
• Good written and verbal communication skills.
• Comfortable making independent decisions and collaborating with others.
• Team-oriented, adaptable, and committed to continual learning and development.
• P&C license preferred or willingness to obtain within 6 months.

Responsibilities

• Assist a team of 7+ Account Managers with daily or routine responsibilities in processing endorsements, agency bill transactions, creating evidences of insurance and automobile identification cards and direct bill reconciliations.
• Liaise with external carriers and escrow companies.
• Inputs changes (e.g., renewals) and files items electronically in EPIC document management system.
• Follow up with insurance companies for outstanding endorsements and related items.
• Prepare ID cards, evidences of insurance, applications, binders and cancellations under supervision.
• Maintain suspense file for correspondence and endorsements.
• Process premium and non-premium endorsements.
• Assist on various projects as needed and assigned by Department Manager.
• Match mail such as policies, endorsements, pending mail, copies.
• Maintain private workspace when working from home with secure equipment and reliable internet.

Skills

Administrative experience

Customer service

Verbal communication

Written communication

Independent decision making

Teamwork

Learning and development

Education

Bachelor's degree preferred

High school diploma or GED required

Tools

Applied EPIC

Outlook

Word

Excel

Job description

Posting Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Position Summary:

The Personal Risk Service Center Account Coordinator provides centralized administrative and servicing support for client accounts. In this role, the Account Coordinator works closely with Personal Risk Account Managers and, as needed, Private Client Account Executives to support daytoday service activities, documentation, and policy processing. The role also partners with insurance carriers to process endorsements, issue policy documents, and follow up on outstanding items to ensure timely and accurate service delivery.

This position is part of NFP's Personal Risk Service Center model, which delivers structured, centralized support to service teams across the organization. The Account Coordinator collaborates with service center colleagues and internal partners to support workflows and service standards. This role also offers the opportunity to crosstrain with NFP's Private Client Group, gaining exposure to more complex accounts for affluent and highnetworth clients and building a strong foundation for growth within NFP's Personal Risk practice.

This is a full-time opportunity with the flexibility to work hybrid from our Palm Springs, CA office or remotely. The schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m. PST. Areliable, private, and distraction-free workspace, along with a stable high-speed internet connection is required for remote work.

Essential Duties and Responsibilities:

• Assist a team of 7+ Account Managers with daily or routine responsibilities in processing endorsements, agency bill transactions, creating evidences of insurance and automobile identification cards and direct bill reconciliations
• Will liaise with external carriers and escrow companies
• Inputs changes (such as renewals) and files various items electronically in EPIC document management system
• Follow up with the insurance companies for outstanding policy endorsements, etc.
• Prepares I.D. cards, evidence of insurance, applications, binders and cancellations under the direction of Account Manager or Account Executive
• Maintains suspense file both electronic and manual for various correspondence and endorsements
• Processes premium and non-premium endorsements
• Will assist on various projects as needed and assign by Department Manager
• Matches mail, i.e. policies, endorsements, pending mail, copies
• When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift

Experience and Qualifications:

• 2+ years of administrative or customer service experience, with insurance experience preferred
• Experience using Applied EPIC preferred
• Bachelor's degree preferred; high school diploma or GED required
• Proficient in Outlook, Word, and Excel
• Good written and verbal communication skills
• Comfortable making independent decisions and collaborating with others
• Teamoriented, adaptable, and committed to continual learning and development
• P&C license preferred or willingness to obtain within 6 months

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $32,000 -$50,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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