Insurance Account Coordinator - CA (future)

NFP Corp.

Location: Palm Springs, California

Job Type: Full time


Who We Are

NFP is a seve-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit:

Summary of Role:

NOTE: This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please return to our current openings via our Careers Page at and search for roles NOT labeled (future).

This is a support role, requiring the coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into the agency management system, provide assistance with various tasks and processes relative to new and renewal accounts. Will participate in special projects as assigned by management or senior level staff (e.g. Account Managers or Account Executives) and trainings with the team that will assist in their learning and development. This is a full-time role requiring an in-office schedule from our Palm Springs, CA office. However, a hybrid schedule may be considered for experienced candidates. A hybrid schedule will require some days in this office.

Essential Duties and Responsibilities:

  • Provide quality control after Account Managers service customers as a result of writing policies, making changes, etc.
  • Maintains electronic suspense file in Epic as part of daily work management
  • Will assist on various projects as needed and assigned by Department Manager
  • Mail processing
  • Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites
  • Performs policy checking.
  • 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

Certificates, Licenses, Registration:

  • P&C License is not required upon hire but may be required within six months of 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 $40,000-$70,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, the skill level required for the position, the scope of the position, and geographic location. The 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.



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