Account Coordinator - Small Business

Requirements

• Minimum of 2 years in a comparable and/or relevant work environment is required.
• Minimum of 1 year of Insurance brokerage experience is required.
• 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.
• Preferred Knowledge, Skills and Abilities:
• Commercial insurance experience is preferred.
• Required Certificates, Licenses, Registration:
• Property and Casualty License (preferred or completed within 3 months of start date).

Benefits

Additional Information

Newfront (a WTW company) embraces a flexible work environment and supports employees working remotely, hybrid, or in-office. SUMMARY: This position is responsible for coordinating the internal service process for assigned commercial property and casualty clients in a new, industry-changing brokerage. FROM THE TEAM: The Small Business Team is looking for a client-focused, detail-oriented, and ambitious person to join our team. We are fast-paced, technology-driven, and service-oriented. We are highly motivated, inclusive of everyone, and open to new ideas. A successful candidate will have strong communications skills and be able to partner with the Account Managers, Account Executives, and Producers. Each client presents different opportunities to provide unique services. We are looking for a partner who is organized, skilled at problem-solving, and juggling competing priorities. Newfront and this team believe in accountability and are in this together - we work together to see the big picture and get the job done and are not afraid to have fun while doing so! This position is an hourly, non-exempt, and full-time role and will be reporting to the Sr. Managing Account Manager. This is a US-based remote or hybrid role ( required to work until 5pm PST M-F ), with the option to work from any of Newfront's office locations or hubs in Texas and Southern California. Will be considered hybrid if living within 25 miles of a Newfront office location. What You'll Be Responsible For: 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.

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