Account Coordinator - Life Science & Digital Health
$48k - $86k USD
SUMMARY: This position is responsible for coordinating the internal service process for assigned commercial property and casualty clients on our Life Science & Digital Health Practice.
FROM THE TEAM: The Life Science & Digital Health Practice at Newfront is unwavering in our pursuit of excellence, delivering world-class service and tailored solutions to our distinguished clients. United by a strong sense of collaboration, we foster a culture where the belief that “Teamwork makes the dream work” is central to our daily mission. Our clients are dedicated to advancing the greater good, and by joining our team, you will play a vital role in supporting these transformative endeavors. We are seeking exceptional, strategic, and self-driven professionals who bring both rigor and a sense of fun to their work. If you are ready to elevate your career while making an impact on a global scale, we invite you to join our dynamic team.
This position is an hourly, non-exempt, and full-time position. This is a US-based hybrid role with the option to work from any of Newfront's office locations or hubs in Southern California or Texas.
What You’ll Be Responsible For:
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.
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.
Qualifications:
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.
Preferred Knowledge, Skills and Abilities:
Minimum of 1+ years of brokerage or carrier experience is preferred, but not required.
Minimum of 2+ total years of work experience in a comparable and/or relevant work environment is preferred, but not required.
Commercial insurance experience or a degree in Insurance & Risk Management is preferred.
Required Certificates, Licenses, Registration:
Resident Property and Casualty Insurance License (required to have or be obtained within 3 months of hire).
The pay range for this position in California, Washington, Colorado, and New York at the commencement of employment is expected to be between $48,200 - $86,000. 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, the 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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