Personal Insurance Service Center Account Coordinator

NFP, an Aon company

Account Coordinator providing centralized administrative support for client accounts. Collaborating with Account Managers and External Carriers to ensure timely service delivery while managing documentation and endorsements.

Posted 4/25/2026full-timePalm Springs • California • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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
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
Matches mail, i.e. policies, endorsements, pending mail, copies
When working from home, you must 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

Requirements

What you’ll need

2+ years of administrative or customer service experience, with insurance experience preferred
Experience using Applied EPIC preferred
Bachelor’s degree 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
P&C license preferred or willingness to obtain within 6 months

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

administrative experiencecustomer service experienceinsurance experiencedocument managementpremium endorsementsnon-premium endorsementspolicy endorsementsdata entryfile managementproject assistance

Soft Skills

written communicationverbal communicationindependent decision-makingcollaborationteam-orientedadaptabilitycommitment to learningresponsivenessorganizational skillsattention to detail

Certifications

P&C licenseBachelor's degreehigh school diplomaGED