Account Coordinator – Small Business

🕒 May 26

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Newfront

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2017

📋 Compliance

Insurance • Technology • Compliance

Newfront is a modern insurance brokerage that combines elite expertise with cutting-edge technology to transform risk management, business insurance, total rewards, and retirement services. The company supports clients with a wide variety of insurance products and services, including business insurance, employee benefits, and HR services. Newfront is known for providing critical guidance on market trends, using data-driven market intelligence and predictive analytics, and developing AI-enabled technology solutions to enhance the client experience. With hundreds of veteran brokers and service teams, Newfront operates as a client-first model, aiming to foster transparency, convenience, and optimized outcomes. The company also serves clients across a variety of industries and specializes in technology, compliance, and cybersecurity solutions.

📋 Description

• 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.

🎯 Requirements

• 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).

🏖️ Benefits

• Health insurance • 401(k) eligibility • Various paid time off benefits including vacation, sick time, and parental leave • Flexible work environment