Personal Lines Account Coordinator - Processing (West Region)
National Financial Partners Corp., Palm Springs, CA, United States
Personal Lines Account Coordinator - Processing (West Region)
Job Category : Administrative
Requisition Number : ACCOU015018
Posted : March 25, 2026
Full-Time
Hybrid
Locations Palm Springs - S Farrell 400 South Farrell Drive Suite B170 Palm Springs, CA 92262, USA
Palm Springs - S Farrell 400 South Farrell Drive Suite B170 Palm Springs, CA 92262, USA
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.
The Role at NFP Summary : The Account Coordinator – Processing is a support role, requiring the Processor to assist the account teams by providing basic administrative and support functions in the team’s day-to-day servicing of clients. In this role, the Processor will gather and input data into the agency management system, provide assistance with various tasks and processes relative to new and renewal accounts.
This is a full-time opportunity open to a hybrid schedule from our west region offices or remote.
Essential Duties and Responsibilities
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.
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.
Experience and Qualifications
Ideal candidates will have 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
To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection.
Certificates, Licenses, Registration
P&C License is not required upon hire.
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 – $45,000. 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.
#J-18808-Ljbffr
Requisition Number : ACCOU015018
Posted : March 25, 2026
Full-Time
Hybrid
Locations Palm Springs - S Farrell 400 South Farrell Drive Suite B170 Palm Springs, CA 92262, USA
Palm Springs - S Farrell 400 South Farrell Drive Suite B170 Palm Springs, CA 92262, USA
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.
The Role at NFP Summary : The Account Coordinator – Processing is a support role, requiring the Processor to assist the account teams by providing basic administrative and support functions in the team’s day-to-day servicing of clients. In this role, the Processor will gather and input data into the agency management system, provide assistance with various tasks and processes relative to new and renewal accounts.
This is a full-time opportunity open to a hybrid schedule from our west region offices or remote.
Essential Duties and Responsibilities
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.
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.
Experience and Qualifications
Ideal candidates will have 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
To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection.
Certificates, Licenses, Registration
P&C License is not required upon hire.
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 – $45,000. 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.
#J-18808-Ljbffr