Personal Lines Account Coordinator (Remote)

NFP • Palm Springs, CA

2d • Remote

About The Position

The Business Administration Coordinator supports internal insurance operations for High Net Worth (HNW) personal lines accounts. This role focuses on accurate policy servicing, documentation management, billing coordination, and carrier follow‑up. It is strictly an internal operations role with no direct client communication.

Requirements

• Experience working with High Net Worth personal lines accounts
• Insurance operations or policy servicing background
• Strong organizational skills and attention to detail
• Proficiency with Epic or similar agency management systems
• Ability to coordinate effectively with internal teams and carriers

Responsibilities

• Process endorsements, BOR requests, named insured changes, coverage updates, and documentation needs
• Manage cancellations and LPRs, including carrier follow‑up and refund/billing corrections
• Handle billing updates, payment type changes, address changes, and billing discrepancy research
• Support property and auto policy servicing: location changes, mortgagee/additional interest updates, vehicle/driver changes, and generating EOIs and ID cards
• Maintain inland marine and collections schedules
• Ensure EPIC accuracy by resolving download errors, SSR issues, and manual endorsement follow‑ups
• Pull and organize renewal documents, track flood offers and payments, monitor late invoices or missing declarations, and assist with renewal discrepancies

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed