Account Coordinator - Small Business

United StatesHybrid

Responsibilities

- 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.

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.
- Ability to be resourceful, take initiative, and work independently to solve problems.

WHAT YOU’LL BE RESPONSIBLE FOR: - Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs.
- Manage certificate of insurance process, if necessary.
QUALIFICATIONS: - Minimum of 2 years in a comparable and/or relevant work environment is required. - Minimum of 1 year of Insurance brokerage experience is required.
PREFERRED KNOWLEDGE, SKILLS AND ABILITIES: - Commercial insurance experience is preferred.
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

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.
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.
Will be considered hybrid if living within 25 miles of a Newfront office location.
- Prepare and review client communications and deliverables.
- Prepare, process, and distribute endorsements and invoices.