Account Coordinator - Executive Risk

Newfront

1d • Hybrid

About The Position

SUMMARY: This position assists with coordinating the internal service process for the Executive Risk Solutions (ERS) team which specializes in Directors and Officers and Employment Practices Liability insurance.

FROM THE TEAM: The Executive Risk Solutions team is dedicated to excellence in everything that we do and we are committed to working together as partners in delivering what our clients need and want. We have a lot of fun together – both in the office and out. This role is an excellent opportunity to learn about the intricacies of Directors and Officers Liability - a unique and very interesting aspect of the insurance industry that is constantly evolving as the needs of companies change. We are looking for inquisitive, detail-oriented, self-motivated, organized, and fun people to join our team. Come work, love, and play with us! Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients so they can focus on building success.
This position is an hourly, non-exempt and full-time position 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.

Requirements

• Minimum of 1 year of brokerage experience
• Minimum of 2 years in a comparable and/or relevant work environment.
• 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.
• Resident Property and Casualty Insurance License (required to have or be obtained within 3 months of hire).

Nice To Haves

• Management Liability experience is preferred.

Responsibilities

• 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.

Benefits

• 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 benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed