NFP, an Aon company · 12 hours ago
Office Administrator
Santa Ana, CA
Full-time
Onsite
New Grad, Entry Level
$43K/yr - $62K/yr
0+ years expNFP, an Aon company, is a recognized leader in Business Insurance, providing consultative solutions to address significant risk and workforce challenges. The Office Administrator role involves supporting account teams with administrative tasks, client interactions, and data management, requiring strong organizational skills and attention to detail.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
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
Qualification
Required
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
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
High School graduate or equivalent
0-2 years related experience and/or training; or equivalent combination of education and experience
Property and Casualty License will be required within 4 months of hire
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase