Account Coordinator
Small Business Team
Posted on 2/6/2024
INACTIVE
Newfront Insurance

201-500 employees

Newfront is the modern commercial insurance brokerage.
Company Overview
Newfront's mission is to supercharge insurance professionals with technology. The company is building a technology-enabled insurance brokerage.
Financial Services
Consulting
Data & Analytics

Company Stage

Series D

Total Funding

$310.1M

Founded

2017

Headquarters

San Francisco, California

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-4%

2 year growth

11%
Locations
Remote in USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Customer Service
CategoriesNew
Sales & Account Management
Customer Success Management
Strategic Account Management
Requirements
  • Solid communication skills
  • Writing and presentation preparation
  • Telephone etiquette
  • Customer service
  • Adaptability
  • Time management
  • Learning new technology systems
  • Reviewing internal/external deliverables for accuracy
  • 2 years in a comparable/relevant work environment
  • Property and Casualty Insurance license
  • At least 1 year of Insurance brokerage experience
  • Commercial insurance experience
Responsibilities
  • Manage successful outsourcing of workflows
  • Prepare and review client communications and deliverables
  • Manage certificate of insurance process
  • Prepare, process, and distribute endorsements and invoices
  • Monitor and resolve billing discrepancies
  • Execute data and information entry and maintenance in various systems
  • Execute database and document management processes
  • Coordinate and own the renewal process workflow