Account Coordinator – Financial Institutions
Newfront
full-time
Posted on:
Location Type: Hybrid
Location: California • Texas • United States
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Salary
💰 $48,200 - $86,000 per year
About the role
- Prepare and review client communications and deliverables.
- Manage certificate of insurance process, if necessary.
- Prepare, review, and distribute policies, 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 proprietary Agency Management System and SharePoint.
- Execute consistent and accurate database and document management processes and workflows.
- Coordinate and own the renewal process workflow for successful, timely execution.
- Assist in the preparation and distribution of client deliverables.
- Perform other duties and special projects as assigned.
Requirements
- Minimum of 1 year of brokerage experience is required.
- Minimum of 2 years in a comparable and/or relevant work environment is required.
- Solid communication skills: writing and presentation preparation.
- Excellent telephone and email etiquette for a customer service environment.
- Intermediate knowledge and use of standard features Microsoft Office.
- Ability to be resourceful, take initiative, and work to solve problems.
- Works well with others in a fast paced environment and is responsive to co-workers and colleagues. Must also work independently.
- Adaptability and flexibility to respond to client and team needs.
- Strong time management skills.
- Ability to learn and adopt technology systems and software applications.
- Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
- Ability to review internal/external deliverables to ensure accuracy.
- Project maintenance skills.
Benefits
- Bonuses
- Restricted stock units
- Discretionary awards
- Full range of medical benefits
- Financial benefits
- Various 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 & Tools
brokerage experiencedata entrydocument managementbilling reconciliationpolicy preparationinvoice managementworkflow coordinationproject maintenance
Soft Skills
communication skillscustomer serviceproblem-solvingadaptabilityflexibilitytime managementorganizational skillsattention to detailinitiativeteamwork