Personal Lines Account Coordinator (Remote)

Posted Yesterday
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Hiring Remotely in Palm Springs, CA, USA
Remote or Hybrid
32K-54K Annually
Junior
Insurance
The Role
Support internal policy servicing for High Net Worth personal lines: process endorsements, billing updates, cancellations, carrier follow-up, maintain schedules, ensure EPIC data accuracy, and assist with renewals and documentation. Strictly internal operations with no client-facing responsibilities.
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.

About the Role
The Business Administration Coordinator supports internal insurance operations for High Net Worth (HNW) personal lines accounts. This role focuses on accurate policy servicing, documentation management, billing coordination, and carrier follow‑up. It is strictly an internal operations role with no direct client communication.

Key Responsibilities

  • Process endorsements, BOR requests, named insured changes, coverage updates, and documentation needs
  • Manage cancellations and LPRs, including carrier follow‑up and refund/billing corrections
  • Handle billing updates, payment type changes, address changes, and billing discrepancy research
  • Support property and auto policy servicing: location changes, mortgagee/additional interest updates, vehicle/driver changes, and generating EOIs and ID cards
  • Maintain inland marine and collections schedules
  • Ensure EPIC accuracy by resolving download errors, SSR issues, and manual endorsement follow‑ups
  • Pull and organize renewal documents, track flood offers and payments, monitor late invoices or missing declarations, and assist with renewal discrepancies

Recommended Qualifications

  • Experience working with High Net Worth personal lines accounts
  • Insurance operations or policy servicing background
  • Strong organizational skills and attention to detail
  • Proficiency with Epic or similar agency management systems
  • Ability to coordinate effectively with internal teams and carriers

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 – $54,000. 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

  • Experience working with High Net Worth personal lines accounts
  • Insurance operations or policy servicing background
  • Strong organizational skills and attention to detail
  • Proficiency with EPIC or similar agency management systems
  • Ability to coordinate effectively with internal teams and carriers

NFP, an Aon company Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NFP, an Aon company and has not been reviewed or approved by NFP, an Aon company.

  • Healthcare Strength Medical, dental, and vision coverage is complemented by mental‑health/EAP and wellness offerings, indicating a robust core health package. Recent plan updates and public benefit overviews point to ongoing investment in comprehensive healthcare options.
  • Leave & Time Off Breadth Generous PTO, paid holidays, sick time, bereavement leave, and paid volunteer time are called out alongside flexible/remote work programs that enhance usability. This breadth supports time away for rest, family needs, and community engagement.
  • Retirement Support A 401(k) with company match is a standard element of the package and a meaningful component of total rewards. Defined plan features, including a clear match formula and vesting schedule, signal structured long‑term support.

NFP, an Aon company Insights

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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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