Account Coordinator - Commercial Risk
SUMMARY: This position is responsible for coordinating the internal service process for assigned middle-market, general business commercial property and casualty clients in a new, industry-changing brokerage.
FROM THE TEAM: Come join Newfront’s Commercial Risk Team! We are a smart, dynamic, and fun-loving group privileged to be working with some of the most innovative companies across the world...There’s something new every day! We promote from within whenever possible and are committed to the professional development of our team members. Oh yeah, we like to have fun too.
This position is an hourly, non-exempt, and full-time role and will be reporting to the Sr. Account Executive - Team Lead. This is a US-based hybrid role (required to work until 4pm PST M-F) with the option to work from any of Newfront's office locations or hubs in Austin, TX or Southern California. Will be considered hybrid if living within 25 miles of a Newfront office location.
What You'll Be Responsible For:
Prepare and send renewal solicitations; coordinate client update calls with insurance carriers.
Assist with marketing contractor renewals and project specific business.
Prepare client presentation and proposal materials.
Prepare insurance summaries and confirmations of insurance.
Input data and information into systems and maintain the accuracy and completeness of policy management systems.
Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately.
Prepare invoices and manage tasks related to client billing
Perform other duties and assist with special projects as assigned.
Qualifications:
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; 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 preferred.
Certificates, Licenses, and Registrations:
Property and Casualty Insurance license (required to have or be completed within 3 months of start date).
The pay range for this position in California, Washington, Colorado and New York at commencement of employment is expected to be between $60,200 and $86,000/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.
At Newfront, we are committed to hiring diverse talent and supporting an inclusive workplace environment. If you are excited about a role at Newfront but feel you’re missing a few of the qualifications, we still encourage you to apply and tell us about yourself. You may just be the next Newfront team member that we are looking for!
Newfront is proud to be an equal opportunity workplace. Diversity is in our DNA and we believe that creating an inclusive workplace elevates the value we are able to bring to our customers and employees alike. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law.
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