Senior Account Coordinator
Posted on 8/29/2023
Newfront Insurance

501-1,000 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
Data & Analytics

Company Stage

Series D

Total Funding





San Francisco, California

Growth & Insights

6 month growth


1 year growth


2 year growth

Remote in USA
Experience Level
Desired Skills
Customer Service
Sales & Account Management
Customer Success & Support
  • 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
  • Commercial insurance experience preferred
  • Microsoft Office (Excel, Word, etc.) or Google equivalents
  • Property and Casualty Insurance License (required or completed within 3 months of start date)
  • Learn our proprietary agency management system (Dash) and manage all workflows in the new and continually developing platform
  • Contribute product suggestions and feedback to the service and technology teams while working in Dash
  • Responsible for solely managing up to five (5) client customers
  • Supporting and partnering with Account Managers/Account Executives and providing service with direct and regular client contact for 60-90 clients
  • Prepare and review client communications and deliverables
  • Independently manage the endorsement process
  • Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, loss runs and MVRs
  • Manage certificate of insurance process
  • Prepare, process and distribute endorsements and invoices
  • Monitor and resolve billing discrepancies and perform reconciliations
  • Execute consistent and accurate data and information entry and maintenance in various systems including Dash, PandaDocs and Indio
  • Execute consistent and accurate database and document management processes and workflows
  • Coordinate and own the pre-renewal and renewal wrap-up process for successful, timely execution
  • Assist in the preparation and distribution of client deliverables
  • Contribute to training of newer hires
  • Perform other duties and special projects as assigned