Account Coordinator - Financial Institutions
About The Position
This position assists with coordinating the service process for assigned commercial property and casualty clients in the Financial Institutions industry vertical. FROM THE TEAM: We are a smart, dynamic, fast-growing and fun-loving group privileged to be working with some of the most innovative companies around the world. We provide risk management guidance to companies primarily engaged in the Financial Institution and Fintech industry segments. We encourage challenging the way things have always been done and finding new solutions for client consideration. We enjoy promoting from within whenever possible and look for Professional development opportunities for our team to take advantage and provide time and funding for courses and seminars to do so. This position will report to the SVP, Sr. Account Executive and Team Lead. This position is an hourly, non-exempt and full-time position with the option to work from any of Newfront's office locations or hubs in Southern California or Texas. Will be considered hybrid if living within 25 miles of a Newfront office location.
Requirements
- Minimum of 1 year of brokerage experience is required.
- Minimum of 2 years in a comparable and/or relevant work environment is required.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
