Personal Lines Account Coordinator

NFP Corp•Palm Springs, CA

11d•$32,000 - $50,000•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 administration 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
Team player, adaptive to mentoring and continual learning
Solid analytical and problem-solving skills
Attention to details

Nice To Haves

Bachelor’s Degree preferred
Experience in insurance and EPIC software is desired

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
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
Assist on various projects as needed and assign by Department Manager
Matches mail, i.e. policies, endorsements, pending mail, copies