Personal Insurance Service Center Account Coordinator (Hybrid or Remote)

NFP•Palm Springs, CA

16h•Hybrid

About The Position

The Personal Risk Service Center Account Coordinator provides centralized administrative and servicing support for client accounts. In this role, the Account Coordinator works closely with Personal Risk Account Managers and, as needed, Private Client Account Executives to support day-to-day service activities, documentation, and policy processing. The role also partners with insurance carriers to process endorsements, issue policy documents, and follow up on outstanding items to ensure timely and accurate service delivery. This position is part of NFP’s Personal Risk Service Center model, which delivers structured, centralized support to service teams across the organization. The Account Coordinator collaborates with service center colleagues and internal partners to support workflows and service standards. This role also offers the 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. This is a full-time opportunity open to a hybrid or remote schedule. Candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection.

Requirements

2+ years of administrative or customer service experience, with insurance experience preferred
Experience using Applied EPIC preferred
High school diploma or GED required
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

Nice To Haves

Bachelor’s degree preferred
P&C license preferred or willingness to obtain within 6 months

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
Liaise with external carriers and escrow companies
Input changes (such as renewals) and file various items electronically in EPIC document management system
Follow up with the insurance companies for outstanding policy endorsements, etc.
Prepare I.D. cards, evidence of insurance, applications, binders and cancellations under the direction of Account Manager or Account Executive
Maintain suspense file both electronic and manual for various correspondence and endorsements
Process premium and non-premium endorsements
Assist on various projects as needed and assigned by Department Manager
Match mail, i.e. policies, endorsements, pending mail, copies
When working from home, 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