Account Coordinator - Small Business

Newfront (a WTW company) embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.

SUMMARY: This position is responsible for coordinating the internal service process for assigned commercial property and casualty clients in a new, industry-changing brokerage. 

FROM THE TEAM: The Small Business Team is looking for a client-focused, detail-oriented, and ambitious person to join our team. We are fast-paced, technology-driven, and service-oriented. We are highly motivated, inclusive of everyone, and open to new ideas. A successful candidate will have strong communications skills and be able to partner with the Account Managers, Account Executives, and Producers. Each client presents different opportunities to provide unique services. We are looking for a partner who is organized, skilled at problem-solving, and juggling competing priorities. Newfront and this team believe in accountability and are in this together – we work together to see the big picture and get the job done and are not afraid to have fun while doing so!

This position is an hourly, non-exempt, and full-time role and will be reporting to the Sr. Managing Account Manager. This is a US-based remote or hybrid role (required to work until 5pm PST M-F), with the option to work from any of Newfront's office locations or hubs in Texas and Southern California. Will be considered hybrid if living within 25 miles of a Newfront office location.

• 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.
  

• 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.

• Commercial insurance experience is preferred.

• Property and Casualty License (preferred or completed within 3 months of start date).

The work schedule will be based on Pacific Standard Time (PST), and all employees are expected to adhere to these timeframes. Breaks are provided according to company policy and applicable labor laws, including rest breaks and a designated meal break during shifts longer than 5 hours. Specific break times will be coordinated with your supervisor to ensure a balanced work schedule.

The pay range for this position in California, Washington, Colorado and New York at commencement of employment is expected to be between $60,000 and $70,000/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.

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.