Note: The job is a remote job and is open to candidates in USA. NFP is hiring an Account Coordinator to provide centralized administrative and servicing support for personal risk client accounts. The role supports Account Managers with policy processing, documentation, carrier follow-ups, and day-to-day service workflows.
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
Skills
- 2+ years of administrative or customer service experience
- High school diploma or GED
- 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
- Insurance experience
- Experience using Applied EPIC
- Bachelor's degree
- P&C license
- Willingness to obtain within 6 months
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Full-time opportunity with the flexibility to work hybrid from our Palm Springs, CA office or remotely
- Opportunity to cross-train with NFP’s Private Client Group, gaining exposure to more complex accounts for affluent and high-net-worth clients and building a strong foundation for growth within NFP’s Personal Risk practice
Company Overview