Account Manager supporting medium - sized real estate and commercial organizations with innovative financing solutions. Building relationships and staying current with financing trends in a hybrid work environment.
About the role
- Account Coordinator supporting Account Managers with administrative and processing tasks at NFP. Ensuring excellent service delivery in handling client accounts with a flexible hybrid schedule.
Responsibilities
- Assist a team of Account Managers with a wide range of administrative and processing tasks
- Ensure the smooth handling of client accounts and promote excellent service delivery
- Create and process insurance documents such as ID cards, certificates of insurance, applications, binders, and cancellations
- Follow up with insurance carriers on outstanding endorsements and other documentation
- Maintain suspense files—both electronic and manual—to track correspondence
- Input policy changes (e.g., renewals, endorsements) and file documents electronically using EPIC
- Liaise with insurance carriers and escrow companies to gather information and ensure timely resolution
- Work collaboratively with team members to meet deadlines and support each other
Requirements
- 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
- Self-confident to make sound independent decisions
- Team player, adaptive to mentoring and continual learning
- Strong emphasis on attention to detail
- Strong priority management skills
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
Job title
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Degree requirement
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