NFP, an Aon company Logo

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.
The summary above was generated by AI

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 Charlotte, North Carolina, USA Office

1901 Roxborough Rd, Suite 300, Charlotte, North Carolina, United States, 28211

Similar Jobs

An Hour Ago
In-Office or Remote
200K-260K Annually
Expert/Leader
200K-260K Annually
Expert/Leader
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
Own the vision, strategy, and execution for Circle's Global Treasury Management product. Define roadmap from MVP to GA, improve capital efficiency and settlement speed, build reporting/reconciliation and API/ERP integrations, establish enterprise-grade operations, and partner cross-functionally to monetize and scale the product based on customer discovery and market analysis.
Top Skills: APIsBlockchainEnterprise B2B Api PlatformsErpEurcKyribaSAPStablecoinsTmsTransaction Reporting ApisUsdc
An Hour Ago
Remote
USA
95K-112K Hourly
Senior level
95K-112K Hourly
Senior level
Computer Vision • Healthtech • Information Technology • Logistics • Machine Learning • Software • Manufacturing
Lead and execute remote technical implementations for dental practices from signing through go-live. Configure PMS integrations, set up remote access and network configurations, manage AWS-hosted Windows VMs/ETL, handle support volume, liaise with MSPs, and improve onboarding processes and automation while partnering with cross-functional teams.
Top Skills: AnydeskAWSCodentCurveDental Imaging SoftwareDenticonDentrixEaglesoftETLIntraoral Scanner PlatformsOpen DentalRemotepcSplashtopTeamviewerWindows Server
An Hour Ago
Remote or Hybrid
United States
88K-111K Annually
Senior level
88K-111K Annually
Senior level
Digital Media • Gaming • Information Technology • Software • Sports • Esports • Big Data Analytics
Manage and grow a VIP player community through personalized relationship-building, proactive outreach, and cross-functional collaboration. Monitor player data to identify engagement and revenue opportunities, execute VIP policies including responsible gaming, resolve escalations, and recommend experience enhancements to drive retention and net revenue growth.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account