Personal Risk Account Coordinator (Onancock, VA Hybrid or EST Remote)

National Financial Partners; Richmond (VA); Remote; USD 31,000 - 48,000; Full time

Job summary

A financial services company in Richmond, Virginia is seeking an experienced operations support specialist. The role focuses on providing quality control, managing files, and assisting with various projects. Ideal candidates should have over 2 years of customer service experience, particularly in personal lines of insurance. Proficiency in relevant software and strong analytical skills are essential. The company offers a competitive salary, benefits, and supports a PeopleFirst culture.

Benefits

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Qualifications

• 2+ years of administration, operations, and customer service experience.
• Experience in P&C insurance, especially Personal Lines coverage, is preferred.
• Proficiency in Outlook, Word, and Excel.

Responsibilities

• Provide quality control for customer service tasks.
• Maintain electronic suspense files for daily work management.
• Collaborate with other departments to ensure data integrity.

Skills

Customer service experience

Analytical skills

Attention to detail

Communication skills

Problem-solving skills

Team player

Education

High School Diploma or GED

Tools

Epic software

Microsoft Office Suite

Job description

Responsibilities

• Provide quality control after Account Managers service customers, including writing policies and making changes.
• Maintain electronic suspense files in Epic as part of daily work management.
• Assist on various projects as needed and assigned by the Department Manager.
• Handle mail processing.
• Develop, maintain, and demonstrate working knowledge of our numerous carriers and their websites.
• Perform policy checking.
• Create and maintain client files in the agency management system according to office workflow and procedures.
• Collaborate with other departments to ensure data integrity.

Experience and Qualifications:

• Ideally, candidates will have 2+ years of administration, operations, and customer service experience.
• Experience in P&C insurance, especially Personal Lines coverage, is highly desired.
• High School Diploma or GED required; additional education or training is preferred.
• Experience with insurance and Epic software is desired.
• Proficiency in Outlook, Word, and Excel.
• Good written and verbal communication skills.
• Self-confident in making sound independent decisions.
• Ability to interact successfully with a variety of stakeholders.
• Team player, adaptable to mentoring and continual learning.
• Strong analytical and problem-solving skills.
• Attention to detail.
• Strong priority management skills.

Certificates, Licenses, Registration:

• P&C License is not required upon hire but may be required within six months of hire.

What We Offer:

We are 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 $31,000 - $48,000. The actual salary offered will depend on experience, credentials, education, certifications, skill level, scope of the position, and geographic location. 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. Job ID 22259942