NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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: NFP.com .
Personal Lines Account Coordinator - Processing
Location
United States
Posted
2 days ago
Salary
$32K - $45K / year
Seniority
Mid Level
Job Description
Role Description
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.
- Maintain electronic suspense files in Epic as part of daily work management.
- Assist on various projects as needed and assigned by Department Manager.
- Mail processing.
- Develop, maintain, and demonstrate working knowledge with our numerous carriers including their websites.
- Perform policy checking.
- Create and maintain client files in the agency management system in accordance with office workflow and procedures.
- Work with other departments to ensure data integrity.
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.
Requirements
- P&C License is not required upon hire.
Benefits
- Competitive salary.
- PTO & paid holidays.
- 401(k) with match.
- Exclusive discount programs.
- Health & wellness programs.
- Performance-based incentives may be available.
Job Requirements
- 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.
- P&C License is not required upon hire.
Benefits
- Competitive salary.
- PTO & paid holidays.
- 401(k) with match.
- Exclusive discount programs.
- Health & wellness programs.
- Performance-based incentives may be available.
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