Personal Lines Account Coordinator
NFP, an Aon company
full-time
Posted on:
Location Type: Hybrid
Location: St. Johnsbury • Maryland, New York, North Carolina, Vermont, Virginia • 🇺🇸 United States
Visit company websiteSalary
💰 $32,000 - $45,000 per year
Job Level
JuniorMid-Level
About the role
- Provide quality control after Account Managers service customers as a result of writing policies, making changes, etc.
- Maintains electronic suspense files in Epic as part of daily work management
- Will assist on various projects as needed and assigned by Department Manager
- Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites
- Performs policy checking
- 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 a plus
Benefits
- 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
policy checkingdata integrityadministrationcustomer serviceanalytical skillsproblem-solving skillsattention to detailpriority management
Soft skills
written communicationverbal communicationindependent decision-makingstakeholder interactionteam playeradaptabilitymentoringcontinual learning
Certifications
P&C LicenseHS DiplomaGED