Personal Risk Account Coordinator (Palm Springs, CA or Remote)
New Today
Responsibilities
:
Process service-related transactions initiated by Account Managers, including policy changes, document processing, and other client service requests.
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 verbalmunication 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 apetitive 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 $31,000 $48,000. 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. Job ID 22259251
- Location:
- Sacramento