Newfront · 6 hours ago
Account Coordinator - Small Business
San Francisco Bay Area
Full-time
Hybrid
Entry Level
$60K/yr - $70K/yr
2+ years expNewfront is an innovative brokerage seeking a detail-oriented Account Coordinator for their Small Business Team. The role involves coordinating internal service processes for commercial property and casualty clients, managing workflows, and ensuring timely execution of renewals and client communications.
CommercialFinancial ServicesInsuranceInsurTech
Responsibilities
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
Qualification
Required
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
Property and Casualty License (preferred or completed within 3 months of start date)
Preferred
Commercial insurance experience is preferred
Benefits
Bonus
Restricted stock units
Discretionary awards
Full range of medical, financial, and/or other benefits
401(k) eligibility
Various paid time off benefits, such as vacation, sick time, and parental leave
Company
Newfront
Newfront is an insurance company that provides risk control, risk analytics, and benchmarking claims advocacy.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$310MKey Investors
Meritech Capital PartnersFounders Fund
2025-12-10Acquired
2022-04-12Series D· $200M
2020-10-20Series C· $68M
Leadership Team
Spike Lipkin
Co-founder & CEO
Gordon Wintrob
Co-founder & CTO
Recent News
2026-01-20
Index Ventures
2025-12-30
Crowdfund Insider
2025-12-29
Company data provided by crunchbase