Account Coordinator - Private Client Services

Insurance is a trillion dollar market that is fundamental to society, yet it has not modernized — until now. 

Newfront is building the modern insurance experience. 

We've reimagined the experience for clients, prospects, and employees, altering the way people create, understand, select, transact, and use insurance. We're changing the approach so that it starts and ends with the client, not the product, and empowering people for moments that matter. 

Our unique approach recognizes both the vast potential of technology and the fundamental role of insurance experts. We're a technology-driven company with DE&I in our DNA and strong values; we believe people matter most. 

Our mission is to define the future of the insurance industry, while instilling a high performance culture in combination with living our Work, Love, Play ethos each day. We value balanced lives and are passionate about creating a culture of wellness that results in healthier, happier, and more productive employees, and more successful clients.

This position is responsible for coordinating the internal service process for assigned personal lines and/or private client services.

Newfront values investing in our people for development and professional growth while living Newfront's ethos of Work. Love. Play. Our team especially understands the need for flexibility in location and with work/life balance challenges. We have the amazing opportunity to help our clients with unique problem-solving opportunities and uncovering, understanding, and designing strategies to help our clients mitigate deep risk. We are a fun, tight-knit team who works together in a collaborative space.

This position is an hourly, non-exempt, and full-time position. This is a US based hybrid or remote role (required to work until 4pm PST M-F), with the option to work from any of Newfront's office locations. Will be considered hybrid if living within 25 miles of a Newfront office location. #LI-Remote 

What You’ll Be Responsible For:

• 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.

• To perform this position successfully, an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Qualifications:

• Strong communication skills: writing and presentation preparation.

• Excellent telephone etiquette for customer service environment including listening without interrupting, using a clear and audible voice and responding calmly and professionally.

• Intermediate knowledge of Microsoft Office and its more complex features.

• Ability to be resourceful, take initiative, solve problems and offer solutions.

• Works well with others in a fast-paced environment and be responsive to co-workers and colleagues.  Must also work independently, with minimal direction.  

• Adaptability and flexibility to respond to client and team needs.

• Strong time management skills.

• Ability to learn, adopt, and train use of technology systems and software applications.

• Strong organizational skills and attention to detail; ability to screen details and multi-task.

• Ability to review internal/external deliverables to ensure accuracy.

• Basic project management skills and systems knowledge.

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