Personal Lines Account Coordinator - Processing (Central Region)

Reposted 14 Days Ago
13 Locations
In-Office or Remote
32K-45K Annually
Junior
Insurance
The Role
The Account Coordinator - Processing supports account teams with administrative tasks, data entry, quality control, and maintaining client files in the agency management system.
Summary Generated by Built In

Who We Are: 

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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 central region offices or remote CT. 

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, is highly desired.
  • 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.
  • Team player, 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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • 2+ years of administration/ops and customer service experience
  • Experience in P&C insurance, especially Personal Lines
  • HS Diploma or GED
  • Experience in insurance and EPIC software
  • Proficiency in Outlook, Word, and Excel
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The Company
HQ: New York, New York
4,449 Employees

What We Do

NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management

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