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Personal Risk Supervisor - Team Lead (Hybrid Palm Springs, CA)

Careers
Palm Springs, CA Full Time
POSTED ON 8/5/2025
AVAILABLE BEFORE 10/5/2025

Who We Are: 

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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: https://www.NFP.com.

Summary: This is a working leadership role, requiring the Supervisor to assist Account Managers & Account Coordinators within NFP by leading a team of Processors who provide basic administrative and support functions in their daily routines. The Supervisor leads a team responsible for:  the review and processing of download and non-download transactions including new business, renewals, endorsements, non-renewals, cancellations, and reinstatements.  The team is also responsible for processing and/or assigning of unrouted mail and emails received via the Personal Risk Service Center shared outlook inbox. Applicant will network with various teams and regions with NFP to support various service center needs such as but not limited to data-entry, managing policy documentation, various form of internal and external correspondences for policy management, and policy research. The Supervisor will be accountable for work delegation and manage appropriate workload distribution, support staff with training and cross-training as needed, documentation of all worked managed and function as the primary liaison with the AVP Service Center Lead.

Essential Duties and Responsibilities:

  • Hire, train, and supervise competent team members. Mentor the staff to become independent, productive, and service responsive.
  • Become acclimated to carrier websites, attend meetings and calls, build effective relationships, as necessary.
  • Liaise with a wide range of other departments within NFP – Account Managers, Account Coordinators and EPIC Download Team.
  • Ensure requests are being handled accurately and timely
  • Cross-train staff as appropriate.
  • Assist with review and processing of transactions mentioned above
  • Ability for occasional travel.

Knowledge, Skills, and/or Abilities:

  • Excellent written, oral communication skills
  • Extremely organized and able to communicate at all levels of management and staff
  • Able to adapt and structure work duties so all work is completed timely and efficiently
  • Detail oriented, analytical, and able to solve problems through logic
  • Self-confident to make sound independent decisions
  • Team player, adaptive to mentoring and continual learning
  • Must have basic Excel and Word knowledge and be efficient

Education and/or Experience: 

  • High School or equivalent required
  • Associate’s degree and/or bachelor’s degree preferred
  • More than 5 years related insurance and leadership experience and/or a combination of both

Certificates, Licenses, Registration:

  • P&C License is required or attained within 120 days of start.

What We Offer:

We're 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 $44,000.00 – $60,000.00. 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.

Salary : $44,000 - $60,000

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