Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, provides consultative insurance, risk, workforce, wealth management, and retirement solutions to companies and individuals. The Personal Lines Account Coordinator - Processing supports account teams by handling administrative tasks, processing policy-related information, maintaining client files, and assisting with new and renewal accounts.
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
- Ideal candidates will have 2+ years of administration/ops and customer service experience
- HS Diploma or GED required
- 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
- P&C License is not required upon hire
- Experience in P&C insurance, especially Personal Lines coverage, preferred
- Additional education/training preferred
- Experience in insurance and EPIC software is desired
Benefits
- PTO
- Paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Hybrid schedule from our Atlantic region offices or remote
- May be eligible for performance-based incentives
Company Overview