Account Coordinator - Private Client Services

Insurance is a trillion dollar market that is fundamental to society yet it has not modernized — until now.

Newfront is building the modern insurance experience.

We've reimagined the experience for clients prospects and employees altering the way people create understand select transact and use insurance. We're changing the approach so that it starts and ends with the client not the product and empowering people for moments that matter.

Our unique approach recognizes both the vast potential of technology and the fundamental role of insurance experts. We're a technology-driven company with DE&I in our DNA and strong values ; we believe people matter most.

Our mission is to define the future of the insurance industry while instilling a high performance culture in combination with living our Work Love Play ethos each day. We value balanced lives and are passionate about creating a culture of wellness that results in healthier happier and more productive employees and more successful clients.

This position is responsible for coordinating the internal service process for assigned personal lines and/or private client services.

Newfront values investing in our people for development and professional growth while living Newfront's ethos of Work. Love. Play. Our team especially understands the need for flexibility in location and with work/life balance challenges. We have the amazing opportunity to help our clients with unique problem-solving opportunities and uncovering understanding and designing strategies to help our clients mitigate deep risk. We are a fun tight-knit team who works together in a collaborative space.

This position reports to the Managing Senior Account Manager. This position is an hourly non-exempt and full-time position. This is a US based hybrid or remote role ( required to work until 4pm PST M-F ) with the option to work from any of Newfront's office locations. Will be considered hybrid if living within 25 miles of a Newfront office location. #LI-Remote

What You’ll Be Responsible For:

• 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.

Qualifications:

• Strong communication skills: writing and presentation preparation.

• Excellent telephone etiquette for customer service environment including listening without interrupting using a clear and audible voice and responding calmly and professionally.

• Intermediate knowledge of Microsoft Office and its more complex features.

• Ability to be resourceful take initiative solve problems and offer solutions.

• Works well with others in a fast-paced environment and be responsive to co-workers and colleagues.  Must also work independently with minimal direction.

• Adaptability and flexibility to respond to client and team needs.

• Strong time management skills.

• Ability to learn adopt and train use of technology systems and software applications.

• Strong organizational skills and attention to detail; ability to screen details and multi-task.

• Ability to review internal/external deliverables to ensure accuracy.

• Basic project management skills and systems knowledge.

Preferred Knowledge Skills and Abilities:

• Minimum of 2 years of brokerage experience; Minimum of 3 years in a comparable and/or relevant work environment.

Required Certificates Licenses Registration:

• Private Client insurance experience prefered.

• CA Property and Casualty Insurance license within 3 months of hire.

$50000 - $71500 a year

The pay range for this position in California Washington Colorado and New York at commencement of employment is expected to be between $50000 and $71500/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.

If you require reasonable accommodations throughout the application or interview process please contact us at [email protected]. For information regarding how Newfront collects and uses personal information please review our Privacy Policy .