Newfront

Account Coordinator – Commercial Risk

Newfront

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $60,200 - $86,000 per year

About the role

  • Prepare and send renewal solicitations; coordinate client update calls with insurance carriers.
  • Assist with marketing contractor renewals and project specific business.
  • Prepare client presentation and proposal materials.
  • Prepare insurance summaries and confirmations of insurance.
  • Input data and information into systems and maintain the accuracy and completeness of policy management systems.
  • Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately.
  • Prepare invoices and manage tasks related to client billing
  • Perform other duties and assist with special projects as assigned.

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; 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.
Benefits
  • Flexible work environment
  • Professional development opportunities
  • Medical, financial, and other 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 & Tools
insurance brokeragepolicy managementdata inputinvoice preparationclient presentation preparationproposal preparationinsurance summariesquote reviewbinder reviewpolicy accuracy review
Soft Skills
communication skillstelephone etiquettecustomer serviceresourcefulnessinitiativeindependent problem solvingteam collaborationadaptabilityflexibilitytime management