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Account Coordinator
Small Business Team
Posted on 3/2/2023
Remote • United States
Experience Level
Desired Skills
Customer Service
  • Minimum of 1 year of Insurance brokerage experience required
  • Minimum of 2 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
  • Ability to review internal/external deliverables to ensure accuracy
  • Commercial insurance experience preferred
  • Property and Casualty Insurance License required
  • Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs
  • Prepare and review client communications and deliverables
  • Manage certificate of insurance process, if necessary
  • 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 AMS, SharePoint, etc
  • Execute consistent and accurate database and document management processes and workflows
  • Coordinate and own the renewal process workflow for successful, timely execution
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.
Company Core Values
  • Empower people
  • Ambition
  • Question dogma
  • New standards