Full-Time

Senior Account Coordinator

Posted on 5/15/2024

Newfront Insurance

Newfront Insurance

201-500 employees

Modern insurance brokerage using AI technology

Data & Analytics
Consulting
Financial Services

Senior

Remote in USA

Required Skills
Communications
Management
Customer Service
Requirements
  • Minimum of 2 years of brokerage experience.
  • Minimum of 3 years in a comparable and/or relevant work environment.
  • Solid communication skills: writing and presentation preparation.
  • Excellent telephone etiquette and customer service.
  • Ability to be resourceful, take initiative, and work independently to solve problems.
  • Works well with others in a fast-paced environment and be responsive to co-workers and colleagues.
  • Adaptability and flexibility to respond to client and team needs.
  • Strong time management skills.
  • Ability to learn and adopt and train use of technology systems and software applications.
  • Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
  • Ability to review internal/external deliverables to ensure accuracy.
  • Basic project management skills and systems knowledge.
Responsibilities
  • Learn the proprietary agency management system (Navigator) and manage all workflows in the new platform.
  • Contribute product suggestions and feedback to the service and technology teams while working in Navigator.
  • Manage some client customers independently and support Account Managers/Account Executives.
  • Prepare and review client communications and deliverables.
  • Manage the endorsement process independently.
  • Manage outsourcing of workflows including certificates of insurance, auto identification cards, policy checking, etc.
  • Manage the certificate of insurance process.
  • Prepare, process, and distribute endorsements and invoices.
  • Monitor and resolve billing discrepancies and perform reconciliations.
  • Execute data and information entry and maintenance in various systems.
  • Execute database and document management processes and workflows.
  • Coordinate and own the pre-renewal and renewal wrap-up process.
  • Assist in the preparation and distribution of client deliverables.
  • Contribute to training of newer hires.
  • Perform other duties and special projects as assigned.

At Newfront Insurance, the fusion of cutting-edge technology, including AI and predictive analytics, ensures a data-based approach to providing insurance solutions, setting a high industry standard for both innovation and client satisfaction. This modern insurance brokerage, which serves over 14,000 clients with a tech-driven, transparent method, offers employees a dynamic work environment where technology enhances efficiency and client service. The emphasis on continuous technological advancement and exceptional client service makes it an outstanding workplace for professionals looking to drive change in the insurance sector.

Company Stage

Series D

Total Funding

$310.1M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-2%

2 year growth

6%