Aon

3 weeks ago

Personal Lines Account Coordinator (West Region)

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Provide centralized administrative and servicing support for personal risk client accounts. You’ll assist Account Managers with endorsements, agency bill transactions, policy documentation, and follow-ups with insurance carriers and escrow companies. Maintain suspense files, prepare evidence of insurance and ID cards, process premium and non-premium endorsements, and handle electronic filings in EPIC. This hybrid or remote full-time role also supports cross-training exposure to private client accounts.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Entry level

Key Responsibilities

•Assist 7+ Account Managers with daily servicing tasks including processing endorsements and agency bill transactions.
•Liaise with external carriers and escrow companies to support policy processing and documentation.
•Input changes such as renewals and file items electronically in the EPIC document management system.
•Follow up on outstanding policy endorsements and prepare evidence of insurance, ID cards, binders, and cancellations.
•Maintain suspense files (electronic and manual) and match mail such as policies and endorsements to records.

Pay and Benefits

Salary: USD 32,000 - 50,000 annually

Perks:401kPaid Leave

Key Requirements

•2+ years of administrative or customer service experience; insurance experience preferred.
•Experience using Applied EPIC preferred.
•Proficient in Outlook, Word, and Excel.
•Good written and verbal communication skills and comfort making independent decisions.
•P&C license preferred or willingness to obtain within 6 months.

Experience:2+ yearsInsurance

Education:High School

Skills:CommunicationIndependent decision-makingTeamworkAdaptabilityContinual learning

Licenses:P&C license

Languages:English

Tech Stack:EPICApplied 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

Glassdoor: 3.9

Website LinkedIn Glassdoor

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