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Newfront · 8 hours ago

Account Coordinator - Life Science & Digital Health

San Francisco Bay Area

Full-time

Hybrid

Entry Level

$48K/yr - $86K/yr

1+ years exp

Newfront is building the modern insurance experience, focusing on enhancing how clients engage with insurance. The Account Coordinator will coordinate internal service processes for commercial property and casualty clients within the Life Science & Digital Health Practice, ensuring exceptional service and support for transformative client endeavors.

CommercialFinancial ServicesInsuranceInsurTech

Growth Opportunities

Responsibilities

Assist in account management and brokerage services for Property & Casualty insurance clients in the Life Science, Digital Health and Telemedicine verticals; including, but not limited to, Products Liability, Medical Professional Liability, Commercial Property & Auto, Workers Compensation and Cargo Stock Throughput insurance placements

Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, summaries of insurance, policy checking, exposure collection and annual policy audits

Perform database file management and input information accurately; manage and maintain documents in the agency management system

Manage client account billing, including the invoicing of annual renewals and mid-term policy changes

Manage documentation and correspondence from various carrier websites and other resources

Prepare, review and assist in the preparation of client communications and deliverables, such as renewal strategy and proposal documents and client stewardship reports

Monitor and manage the process of client information, new business, renewals, endorsement, reinstatements and cancellations

Prepare, monitor and resolve billing discrepancies and perform reconciliations

Execute consistent and accurate data, information entry and maintenance in various systems including Microsoft Excel, OneDrive, etc

Execute consistent and accurate database and document management processes and workflows

Coordinate and own the renewal process workflow for successful, timely execution

Perform other duties and special projects as assigned

Qualification

PropertyCasualty InsuranceMicrosoft ExcelCustomer ServiceProject ManagementCommunication SkillsOrganizational SkillsTime ManagementAdaptabilityTeam CollaborationAttention to DetailProblem Solving

Required

Superior communication skills, both written and verbal, with proven ability to craft compelling presentations and deliver exemplary customer service—listening attentively, responding professionally, and articulating clearly across all channels

Professional presentation with the ability to interact with C-Suite clientele in a highly complex industry

Advanced proficiency in Microsoft Office, specifically Microsoft Excel, and other technology systems, with the ability to quickly learn, adopt, and train others in new software applications

Highly resourceful and solutions-oriented, demonstrating initiative, adaptability, and the ability to identify and address challenges proactively in both independent and fast-paced team environments

Excellent organizational and time management skills, with keen attention to detail and capacity to effectively prioritize, multi-task, and ensure accuracy in all deliverables

Foundational project management skills, including the ability to coordinate tasks, manage information, and support team and client needs efficiently

Ability to work independently in a fast paced environment

Resident Property and Casualty Insurance License (required to have or be obtained within 3 months of hire)