Personal Lines Account Coordinator

Aon
United States
Workplace: HybridFull timeUSD 32,000 - 45,000 annuallyFunction: Executive & General ManagementExperience: 2+ yearsSkills: ["Communication","Attention to detail","Analytical problem-solving","Priority management","Independent decision-making"]

Support account teams in day-to-day servicing of personal lines clients by gathering and entering data into the agency management system. Perform policy checking and quality control after account managers make changes, maintain suspense files in Epic, and create/maintain client records. Assist with new and renewal account processes, coordinate with other departments to ensure data integrity, and handle mail processing and assigned projects.

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FursaFursa
Aon
Aon
2 days ago

Personal Lines Account Coordinator

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live
Reposted: similar role first listed 2 weeks ago

Job Summary

Support account teams in day-to-day servicing of personal lines clients by gathering and entering data into the agency management system. Perform policy checking and quality control after account managers make changes, maintain suspense files in Epic, and create/maintain client records. Assist with new and renewal account processes, coordinate with other departments to ensure data integrity, and handle mail processing and assigned projects.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Mid level

Key Responsibilities

  • •Provide quality control after Account Managers service customers, including policy writing and changes
  • •Maintain electronic suspense files in Epic as part of daily work management
  • •Perform policy checking and create/maintain client files in the agency management system per office procedures
  • •Develop and maintain knowledge of carriers and their websites to support processing work
  • •Assist with mail processing, assigned projects, and coordinate with other departments to ensure data integrity

Pay and Benefits

Salary: USD 32,000 - 45,000 annually
Perks:Paid Leave401k

Key Requirements

  • •2+ years of administration/operations and customer service experience
  • •Experience in P&C insurance, especially Personal Lines coverage
  • •Proficiency in Outlook, Word, and Excel
  • •Experience in insurance and EPIC software is desired
  • •Strong written and verbal communication skills with attention to detail and priority management
Experience:2+ yearsInsurancePersonal Lines
Skills:CommunicationAttention to detailAnalytical problem-solvingPriority managementIndependent decision-making
Licenses:P&C License
Languages:English
Tech Stack:EpicOutlookWordExcel

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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