Personal Lines Account Coordinator - Processing

AON PLC; St. Johnsbury (VT); Hybrid; USD 32,000 - 45,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP, an Aon company, is seeking an Account Coordinator – Processing to support account teams with data input and administrative tasks in a hybrid/remote environment.

The role involves quality control, file management in Epic, data integrity, and collaboration with multiple departments to serve clients and renewals.

Qualifications

• Ideal candidates will have 2+ years of administration/ops and customer service experience.
• Experience in P&C insurance, especially Personal Lines coverage, preferred.
• HS Diploma or GED required: additional education/training preferred.
• Experience in insurance and EPIC software is desired.
• Proficiency in Outlook, Word, and Excel.
• Good written and verbal communication skills.
• Self-confident to make sound independent decisions.
• Ability to successfully interact with a variety of stakeholders.
• Adaptive to mentoring and continual learning.
• Solid analytical and problem-solving skills.
• Strong emphasis on attention to detail.
• Strong priority management skills.
• To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection.

Responsibilities

• Provide quality control after Account Managers service customers as a result of writing policies, making changes, etc.
• Maintains electronic suspense files in Epic as part of daily work management.
• Will assist on various projects as needed and assigned by Department Manager
• Mail processing.
• Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites.
• Performs policy checking.
• Creates and maintains client files in the agency management system in accordance with office workflow and procedures.
• Work with other departments to ensure data integrity.

Skills

Administrative support

Customer service

Attention to detail

Communication skills

Stakeholder management

Analytical problem solving

Education

HS Diploma or GED

Additional education/training preferred

Tools

EPIC software

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.

The Role at NFP

Summary: The Account Coordinator – Processing is a support role, requiring the Processor to assist the account teams by providing basic administrative and support functions in the team’s day-to-day servicing of clients. In this role, the Processor will gather and input data into the agency management system, provide assistance with various tasks and processes relative to new and renewal accounts.

This is a full-time opportunity open to a hybrid schedule from our Atlantic region offices or remote.

Essential Duties and Responsibilities:

• Provide quality control after Account Managers service customers as a result of writing policies, making changes, etc.
• Maintains electronic suspense files in Epic as part of daily work management.
• Will assist on various projects as needed and assigned by Department Manager
• Mail processing.
• Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites.
• Performs policy checking.
• Creates and maintains client files in the agency management system in accordance with office workflow and procedures.
• Work with other departments to ensure data integrity.

Experience and Qualifications:

• Ideal candidates will have 2+ years of administration/ops and customer service experience.
• Experience in P&C insurance, especially Personal Lines coverage, preferred
• HS Diploma or GED required: additional education/training preferred.
• Experience in insurance and EPIC software is desired.
• Proficiency in Outlook, Word, and Excel
• Good written and verbal communication skills
• Self-confident to make sound independent decisions.
• Ability to successfully interact with a variety of stakeholders.
• Adaptive to mentoring and continual learning.
• Solid analytical and problem-solving skills
• Strong emphasis on attention to detail
• Strong priority management skills
• To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection.

Certificates, Licenses, Registration:

• P&C License is not required upon hire.

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 – $45,000. 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.