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NFP, an Aon company

Personal Lines Account Coordinator (Remote)

Posted 2 Days Ago
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in Palm Springs, CA
32K-54K Annually
Junior
Remote or Hybrid
Hiring Remotely in Palm Springs, CA
32K-54K Annually
Junior
Support internal policy servicing for High Net Worth personal lines: process endorsements, billing updates, cancellations, carrier follow-up, maintain schedules, ensure EPIC data accuracy, and assist with renewals and documentation. Strictly internal operations with no client-facing responsibilities.
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Who We Are: 

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

About the Role
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.

Key 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

Recommended Qualifications

  • 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

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $32,000 – $54,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

NFP, an Aon company Pleasant Hill, California, USA Office

2300 Contra Costa Blvd, Pleasant Hill, California, United States, 94523

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