Senior Account Coordinator
Newfront
full-time
Posted on:
Location Type: Hybrid
Location: California • Texas • United States
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Salary
💰 $55,700 - $99,500 per year
Job Level
About the role
- 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.
Requirements
- Minimum of 2+ years of brokerage or carrier experience is required.
- Minimum of 3+ total years of work experience in a comparable and/or relevant work environment is required.
- 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.
- Advanced proficiency in Microsoft Office and 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.
- Resident Property and Casualty Insurance license (required to have or be obtained within 3 months of hire).
Benefits
- Bonus
- Restricted stock units
- Discretionary awards
- Full range of medical benefits
- 401(k) eligibility
- Paid time off benefits, such as vacation, sick time, and parental leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
database managementdocument managementbilling reconciliationdata entryworkflow managementclient deliverables preparationinsurance policy checkingclaim managementMVR managementproject management
Soft skills
communication skillscustomer serviceorganizational skillstime managementattention to detailadaptabilityinitiativeproblem-solvingteam collaborationtraining and mentoring
Certifications
Resident Property and Casualty Insurance license