Personal Insurance Account Coordinator (Remote, E.S.T.)

Aon
Vermont
Workplace: HybridFull timeUSD 32,000 - 50,000 annuallyFunction: Insurance & ActuarialExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Independent decision-making","Analytical thinking","Problem-solving","Attention to detail"]

Provide centralized administrative and servicing support for personal risk client accounts. Work closely with Account Managers and, as needed, Private Client Account Executives to process endorsements, agency bill transactions, evidence of insurance, and direct bill reconciliations. Liaise with insurance carriers and escrow companies, maintain suspense files, and document changes in EPIC. Support a service center team of 7+ and cross-train for more complex affluent/high-net-worth accounts.

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FursaFursa
Aon
Aon
1 day ago

Personal Insurance Account Coordinator (Remote, E.S.T.)

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Last checked: 11 hours agoStatus: Live

Job Summary

Provide centralized administrative and servicing support for personal risk client accounts. Work closely with Account Managers and, as needed, Private Client Account Executives to process endorsements, agency bill transactions, evidence of insurance, and direct bill reconciliations. Liaise with insurance carriers and escrow companies, maintain suspense files, and document changes in EPIC. Support a service center team of 7+ and cross-train for more complex affluent/high-net-worth accounts.
Location: Vermont
Workplace: Hybrid
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Assist a team of 7+ Account Managers with daily processing tasks for endorsements, agency bill transactions, and direct bill reconciliations.
  • •Create and manage evidences of insurance and automobile identification cards, under direction of Account Manager or Account Executive.
  • •Liaise with insurance carriers and escrow companies to process endorsements, follow up on outstanding policy items, and input renewal/renewal-related changes.
  • •File and maintain items electronically in the EPIC document management system, and maintain suspense files (electronic and manual) for correspondence.
  • •Prepare ID cards, applications, binders, and cancellations; process premium and non-premium endorsements; assist on additional projects as needed.

Pay and Benefits

Salary: USD 32,000 - 50,000 annually
Perks:Paid Leave401kHealth Insurance

Key Requirements

  • •2+ years of administration customer service experience.
  • •Ability to obtain a Property & Casualty license within 90 days.
  • •HS Diploma or GED required.
  • •Insurance experience and EPIC software experience are desired.
  • •Proficiency in Outlook, Word, and Excel with strong written and verbal communication.
Experience:2+ yearsInsurance
Education:High School
Skills:CommunicationIndependent decision-makingAnalytical thinkingProblem-solvingAttention to detail
Certifications:Property & Casualty license
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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