Private Client Account Coordinator – Atlantic Region
NFP, an Aon company
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $32,000 - $45,000 per year
Job Level
JuniorMid-Level
About the role
- Assist a team of Account Executives with daily or routine responsibilities in processing endorsements, creating evidence of insurance and automobile identification cards.
- Will 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.
- Will assist on various projects as needed and assign by Department Manager.
- Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites.
- 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.
Requirements
- 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
- P&C License is not required upon hire but will be required within six months of hire.
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
administrationcustomer serviceP&C insurancePersonal Lines coverageEPIC softwareOutlookWordExceldata integrityanalytical skills
Soft skills
written communicationverbal communicationindependent decision-makingstakeholder interactionteam playeradaptabilitymentoringproblem-solvingattention to detailpriority management
Certifications
P&C License