Private Client Account Coordinator - Atlantic Region; Hybrid or Remote

Private Client Account Coordinator – Atlantic Region (Hybrid or Remote)

Join to apply for the Private Client Account Coordinator – Atlantic Region (Hybrid or Remote) role at NFP, an Aon company
.

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and has earned the WORK
180 employer endorsement. We are an organization of consultative advisors and problem solvers who help companies and individuals worldwide address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people‑first approach. To learn more, visit

The Account Coordinator is a support role that assists account executives across NFP offices within an assigned geography. The coordinator provides administrative and processing support for client accounts with various carriers, handles client contact via senior team members, joins meetings and calls to listen, take notes, and follow up, and continually expands industry knowledge through special projects.

• Assist a team of Account Executives with daily or routine responsibilities, including processing endorsements, creating evidence of insurance and automobile identification cards.
• Liaise with external carriers and escrow companies.
• Enter changes (such as renewals) and file items electronically in the EPIC document‑management system.
• Follow up with insurance companies on outstanding policy endorsements.
• Prepare , evidence of insurance, applications, binders and cancellations under the direction of Account Manager or Executive.
• Maintain suspense file both electronically and manually for correspondence and endorsements.
• Process premium and non‑premium endorsements.
• Assist on various projects as assigned by the Department Manager.
• Develop and demonstrate working knowledge of carriers and their websites.
• Create and maintain client files in the agency management system in accordance with office workflow and procedures.
• Collaborate with other departments to ensure data integrity.

• Ideal candidates have 2+ years of administration/operations and customer‑service experience.
• Experience in P&C insurance, especially Personal Lines coverage, is highly desired.
• High school diploma or GED required; additional education or training preferred.
• Experience with insurance and EPIC software desired.
• Proficiency in Outlook, Word, and Excel.
• Strong written and verbal communication skills.
• Self‑confident to make sound independent decisions.
• Ability to interact successfully 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.

• P&C license not required upon hire but will be required within six months.

We offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary range for this position is $32,000‑$45,000, determined by experience, credentials, education, certifications, skill level, scope, and geographic location. Actual base salary will be case‑by‑case. In addition to the base salary, this position may be eligible for performance‑based incentives.

NFP is an inclusive Equal Employment Opportunity employer.