Account Coordinator – Small Business
Newfront
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $60,000 - $70,000 per year
About the role
- 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
- Full range of medical, financial, and/or other benefits
- 401(k) eligibility
- 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
data entrybilling reconciliationdocument managementworkflow managementpolicy checkingendorsement processinginvoice processingcertificate of insurance managementauto identification card managementMVR processing
Soft Skills
communication skillscustomer serviceproblem-solvingadaptabilityflexibilitytime managementinitiativeindependenceteamworkresponsiveness
Certifications
Property and Casualty License