Hybrid) Receptionist / P&C Coordinator
Santa Ana, CA, US
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:
NFP is seeking a Receptionist/Coordinator.
Reporting directly to the Office Manager, this multi-faceted role provides front office relief and assists the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. The Receptionist duties require frequent interactions with clients, vendors and colleagues in person, over the phone and through other electronic communication methods. Effective organizational skills and attention to detail are required to be successful in this role. The Coordinator will gather and input data into the agency management system, provide assistance with various tasks and processes related to new and renewal accounts. Will participate in special projects as assigned by management or senior level staff (e.g. Account Managers or Account Executives) and training with the team that will assist in their learning and development.
Essential Duties and Responsibilities:
Ability to prioritize tasks and assignments
Awareness of confidentiality and handling sensitive information
Monitor shared/group mailboxes and disburse emails and documents to appropriate stakeholders
Proficiency using Microsoft Outlook Suite (Outlook, Word, Excel)
Experience using office equipment (mail machine, phone system, copier)
Familiarity entering and organizing data
Attention to detail with the ability to handle various administrative tasks at once
Creates and maintains client files in accordance with office procedures.
Prepares ID cards, certificates of insurance, Accord applications, binders and cancellations under the direction of more senior level staff.
Learns to compile data for the Account Management Team to use in proposals and coverage checklists. , May also assist in preparing proposals
Verifies that documentation (policies and endorsements,) and information requested are accurate.
Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior level staff)
May be first line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary. When order comes in, verifies rates are correct, adjusts for any additional premium and expedite invoice at direction of more senior level staff.
Verifies the accuracy and compliance of requested documentation (policies and endorsements).
Process premium and non-premium endorsements, follow up with carriers for outstanding policies, endorsements, corrections, etc.
Knowledge, Skills, and/or Abilities:
Good written and verbal communication skills
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people
Team player, adaptive to mentoring and continual learning
Must be able to read, analyze and reconcile financial reports.
Possess good analytical and problem-solving skills
Attention to details
May be required to work overtime as necessary
Education and/or Experience:
High School graduate or equivalent
0-2 years related experience and/or training; or equivalent combination of education and experience.
Certificates, Licenses, Registration:
P&C License will be required within 4 months of hire.
Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
What We Offer
NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $41,000 - $62,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You Better together!
NFP is an inclusive Equal Employment Opportunity employer.
Santa Ana, CA, US
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:
NFP is seeking a Receptionist/Coordinator.
Reporting directly to the Office Manager, this multi-faceted role provides front office relief and assists the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. The Receptionist duties require frequent interactions with clients, vendors and colleagues in person, over the phone and through other electronic communication methods. Effective organizational skills and attention to detail are required to be successful in this role. The Coordinator will gather and input data into the agency management system, provide assistance with various tasks and processes related to new and renewal accounts. Will participate in special projects as assigned by management or senior level staff (e.g. Account Managers or Account Executives) and training with the team that will assist in their learning and development.
Essential Duties and Responsibilities:
Ability to prioritize tasks and assignments
Awareness of confidentiality and handling sensitive information
Monitor shared/group mailboxes and disburse emails and documents to appropriate stakeholders
Proficiency using Microsoft Outlook Suite (Outlook, Word, Excel)
Experience using office equipment (mail machine, phone system, copier)
Familiarity entering and organizing data
Attention to detail with the ability to handle various administrative tasks at once
Creates and maintains client files in accordance with office procedures.
Prepares ID cards, certificates of insurance, Accord applications, binders and cancellations under the direction of more senior level staff.
Learns to compile data for the Account Management Team to use in proposals and coverage checklists. , May also assist in preparing proposals
Verifies that documentation (policies and endorsements,) and information requested are accurate.
Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior level staff)
May be first line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary. When order comes in, verifies rates are correct, adjusts for any additional premium and expedite invoice at direction of more senior level staff.
Verifies the accuracy and compliance of requested documentation (policies and endorsements).
Process premium and non-premium endorsements, follow up with carriers for outstanding policies, endorsements, corrections, etc.
Knowledge, Skills, and/or Abilities:
Good written and verbal communication skills
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people
Team player, adaptive to mentoring and continual learning
Must be able to read, analyze and reconcile financial reports.
Possess good analytical and problem-solving skills
Attention to details
May be required to work overtime as necessary
Education and/or Experience:
High School graduate or equivalent
0-2 years related experience and/or training; or equivalent combination of education and experience.
Certificates, Licenses, Registration:
P&C License will be required within 4 months of hire.
Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
What We Offer
NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $41,000 - $62,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You Better together!
NFP is an inclusive Equal Employment Opportunity employer.
Job ID: 481447049
Originally Posted on: 6/16/2025
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