Personal Lines Account Coordinator

NFP, an Aon company

Business Administration Coordinator supporting High Net Worth accounts at NFP. Focused on internal operations including policy servicing, documentation management, and billing coordination.

Posted 6/16/2026full-timePalm Springs • California • 🇺🇸 United StatesMid-LevelSenior💰 $32,000 - $54,000 per yearWebsite

About the role

Key responsibilities & impact

Process endorsements, BOR requests, and named insured changes
Manage cancellations and LPRs, including carrier follow-up
Handle billing updates, payment type changes, and address changes
Support property and auto policy servicing
Maintain inland marine and collections schedules
Ensure EPIC accuracy by resolving download errors

Requirements

What you’ll need

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

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

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Soft Skills

organizational skillsattention to detailcoordination