[Hiring] Personal Risk Account Coordinator @Aon

Role Description

The Account Coordinator plays a key support role within the Service Center, assisting a team of Account Managers with a wide range of administrative and processing tasks. This position ensures the smooth handling of client accounts and promotes excellent service delivery by managing routine activities accurately and efficiently!

We offer the flexibility of a hybrid schedule from our offices in St. Johnsbury, VT or Kingston, NY. For candidates with experience in Personal Risk Insurance, we are also open to a fully remote hire based in any U.S. city. The required work schedule is Monday through Friday, 8:00 AM to 5:00 PM Eastern Standard Time (EST), regardless of your residential time zone.

Core Responsibilities

• Support Account Managers with daily processing tasks, including preparing and processing policy endorsements, as well as creating evidence of insurance and automobile ID cards.
• Create and process both premium-bearing and non-premium endorsements with carriers at the direction of the Account Manager or Account Executive.
• Prepare 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 to ensure completion.
• Maintain suspense files—both electronic and manual—to track correspondence, pending documents, and required follow-ups.
• Match incoming mail (policies, endorsements, pending items, and duplicates) with corresponding files or activities in EPIC.
• Match incoming downloads to ensure changes have been processed correctly.

System & Workflow Management

• Input policy changes (e.g., renewals, endorsements) and file documents electronically using the EPIC document management system, including clear documentation of actions taken and attaching supporting materials as outlined in the workflow.
• Ensure activities are addressed on the EPIC Home Screen and completed promptly, in alignment with department service standards.
• Monitor and handle the PRSC inbox(s) to ensure incoming items are handled in a timely and efficient manner.
• Ensure all tasks are completed accurately, with attention to detail, and within established Service Center turnaround time standards.

Communication & Collaboration

• Liaise with insurance carriers and escrow companies to gather information, request documentation, and ensure timely resolution of outstanding items.
• Work with team members to meet directives, support each other, and maintain a positive, team-oriented environment.
• Assist with departmental projects and initiatives as assigned by the Department Manager or Supervisor.

Qualifications

• Ideal candidates will have 2+ years of administration/ops and customer service experience.
• Experience in P&C insurance, especially Personal Lines coverage is highly desired.
• High School Diploma or GED required; additional education/training preferred.
• Experience in insurance and EPIC software is desired.
• Proficiency in Outlook, Word, and Excel.
• Good written and verbal communication skills.
• Self-confident to make sound independent decisions.
• Ability to successfully interact with a variety of stakeholders.
• Collaborative, adaptive to mentoring and continual learning.
• Solid analytical and problem-solving skills.
• Strong emphasis on attention to detail.
• Strong priority management skills.
• When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online, and minimize personal interruptions during your work shift.

Requirements

• P&C License is not required upon hire but will be required within six months of hire.

Benefits

• Competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.
• Base salary range for this position is $32,000 – $45,000, determined by factors including experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
• This position may be eligible for performance-based incentives.