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Newfront · 2 days ago

Senior Account Coordinator

San Francisco Bay Area

Full-time

Hybrid

Mid, Senior Level

$56K/yr - $100K/yr

3+ years exp

Newfront is building the modern insurance experience and is seeking a Senior Account Coordinator to manage workflows and client communications. The role involves overseeing various processes related to insurance documentation, data management, and client deliverables while ensuring exceptional customer service.

CommercialFinancial ServicesInsuranceInsurTech

Growth Opportunities

Responsibilities

Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, evidence of insurance, auto identification cards, policy checking, claim management and MVRs

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

Manage alerts from various carrier websites and other resources

Prepare and review client communications and deliverables. Assist in the preparation and distribution of client deliverables

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 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

Provide training to Account Assistants

Perform other duties and special projects as assigned

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions

Qualification

Brokerage experiencePropertyCasualty LicenseMicrosoft Office proficiencyCustomer service skillsProject management skillsCommunication skillsOrganizational skillsAdaptabilityAttention to detail

Required

Minimum of 2+ years of brokerage or carrier experience is required

Minimum of 3+ total years of work experience in a comparable and/or relevant work environment is 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

Advanced proficiency in Microsoft Office and 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

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