NFP, an Aon company
Personal Risk Account Coordinator, Annual Review (Remote)
NFP, an Aon company, Palm Springs, California, United States, 92292
Personal Risk Account Coordinator, Annual Review (Remote)
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NFP, an Aon company . 3 days ago Be among the first 25 applicants
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.
Account Coordinator – Annual Review – Job Role Description The Account Coordinator plays a key support role within the Service Center, assisting a team of Account Managers/Executives. This position assists with the renewal process of client accounts and promotes excellent service.
Core Responsibilities
Support Account Managers/Executives with processing an Annual Review comparing expiring and renewal terms coverage summary and premium
Create and process a detailed Annual Review from an Excel template
Maintain suspense files—both electronic and manual—to track correspondence, pending documents, and required follow‑ups
Monitor EPIC activities and complete Annual Review requests in a timely manner
System & Workflow Management
Manage the EPIC Home Screen on a daily basis to ensure activities are addressed and completed promptly, in alignment with department service standards
Monitor and manage the PRSC inbox(es) to ensure incoming items are handled in a timely and efficient manner
Ensure all tasks are completed accurately, with attention to detail, and within established Service Center turnaround time standards
Communication & Collaboration
Work collaboratively with team members to meet deadlines, support each other during high‑volume periods, and maintain a positive, team‑oriented environment
Assist with departmental projects and initiatives as assigned by the Department Manager or Supervisor
Training & Development
Complete all required internal training modules (e.g., Ninjio, Compliance). Refer to the Conduct Goal for expectations regarding timeliness and accountability for training completion
Assist with training efforts when needed, as assigned by the Department Manager or Supervisor
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–$50,000. 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.
Seniority Level Not Applicable
Employment Type Full‑time
Job Function Business Development
Industries Insurance
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NFP, an Aon company . 3 days ago Be among the first 25 applicants
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.
Account Coordinator – Annual Review – Job Role Description The Account Coordinator plays a key support role within the Service Center, assisting a team of Account Managers/Executives. This position assists with the renewal process of client accounts and promotes excellent service.
Core Responsibilities
Support Account Managers/Executives with processing an Annual Review comparing expiring and renewal terms coverage summary and premium
Create and process a detailed Annual Review from an Excel template
Maintain suspense files—both electronic and manual—to track correspondence, pending documents, and required follow‑ups
Monitor EPIC activities and complete Annual Review requests in a timely manner
System & Workflow Management
Manage the EPIC Home Screen on a daily basis to ensure activities are addressed and completed promptly, in alignment with department service standards
Monitor and manage the PRSC inbox(es) to ensure incoming items are handled in a timely and efficient manner
Ensure all tasks are completed accurately, with attention to detail, and within established Service Center turnaround time standards
Communication & Collaboration
Work collaboratively with team members to meet deadlines, support each other during high‑volume periods, and maintain a positive, team‑oriented environment
Assist with departmental projects and initiatives as assigned by the Department Manager or Supervisor
Training & Development
Complete all required internal training modules (e.g., Ninjio, Compliance). Refer to the Conduct Goal for expectations regarding timeliness and accountability for training completion
Assist with training efforts when needed, as assigned by the Department Manager or Supervisor
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–$50,000. 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.
Seniority Level Not Applicable
Employment Type Full‑time
Job Function Business Development
Industries Insurance
#J-18808-Ljbffr