Senior Account Coordinator
To see similar active jobs please follow this link: Remote Customer Success jobs
This position is responsible for coordinating the internal service process for assigned commercial property and casualty clients in a new, industry-changing brokerage.
Come join Newfront’s Commercial Risk Unit! We are a smart, dynamic, and fun-loving group privileged to be working with some of the most innovative companies across the world. We provide risk management guidance to companies across multiple industries...There’s something new every day! We promote from within whenever possible and are committed to the professional development of our team members, providing time and funding for courses and seminars. Oh yeah, we like to have fun too.
This position is an hourly, non-exempt, and full-time position and will be reporting to the Senior Account Executive. This is a US based hybrid or remote role (required to work until 4pm PST M-F), with the option to work from any of Newfront's office locations. Will be considered hybrid if living within 25 miles of a Newfront office location. #LI-Remote
What You’ll Be Responsible For:
Learn our proprietary agency management system (Navigator) 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 Navigator.
Responsible for solely managing some 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.
Qualifications:
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.
Preferred Knowledge, Skills and Abilities:
Commercial insurance experience preferred.
Microsoft Office (Excel, Word, etc.) or Google equivalents.
Required Certificates, Licenses, Registration:
Property and Casualty Insurance License (required or completed within 3 months of start date).
$50,000 - $83,000 a year
The pay range for this position in California, Washington, Colorado and New York at commencement of employment is expected to be between $50,000 and $83,000/yr; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including a bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
About the job
Senior Account Coordinator
To see similar active jobs please follow this link: Remote Customer Success jobs
This position is responsible for coordinating the internal service process for assigned commercial property and casualty clients in a new, industry-changing brokerage.
Come join Newfront’s Commercial Risk Unit! We are a smart, dynamic, and fun-loving group privileged to be working with some of the most innovative companies across the world. We provide risk management guidance to companies across multiple industries...There’s something new every day! We promote from within whenever possible and are committed to the professional development of our team members, providing time and funding for courses and seminars. Oh yeah, we like to have fun too.
This position is an hourly, non-exempt, and full-time position and will be reporting to the Senior Account Executive. This is a US based hybrid or remote role (required to work until 4pm PST M-F), with the option to work from any of Newfront's office locations. Will be considered hybrid if living within 25 miles of a Newfront office location. #LI-Remote
What You’ll Be Responsible For:
Learn our proprietary agency management system (Navigator) 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 Navigator.
Responsible for solely managing some 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.
Qualifications:
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.
Preferred Knowledge, Skills and Abilities:
Commercial insurance experience preferred.
Microsoft Office (Excel, Word, etc.) or Google equivalents.
Required Certificates, Licenses, Registration:
Property and Casualty Insurance License (required or completed within 3 months of start date).
$50,000 - $83,000 a year
The pay range for this position in California, Washington, Colorado and New York at commencement of employment is expected to be between $50,000 and $83,000/yr; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including a bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.