Account Coordinator - Small Business Team



United States · Remote
Posted on Wednesday, July 19, 2023
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 commercial property and casualty clients in a new, industry-changing brokerage.
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. A successful candidate will have strong communications skills and be able to partner with the Account Managers, Account Executives, and Producers. 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. Newfront and this team believe in accountability and are in this together – we work together to see the big picture and get the job done and are not afraid to have fun while doing so!
This position is an hourly, non-exempt, and full-time role and will be reporting to the Sr. Managing Account Manager. 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, auto identification cards, policy checking, and MVRs.
  • Prepare and review client communications and deliverables.
  • Manage certificate of insurance process, if necessary.
  • Prepare, process, and distribute 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 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.


  • 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 and be 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.

Required Certificates, Licenses, Registration:

  • Minimum of 2 years in a comparable and/or relevant work environment.
  • Property and Casualty Insurance license required.
  • Minimum of 1 year of Insurance brokerage experience required.
  • Commercial insurance experience preferred.
At Newfront, we are committed to hiring diverse talent and supporting an inclusive workplace environment. If you are excited about a role at Newfront but feel you’re missing a few of the qualifications, we still encourage you to apply and tell us about yourself. You may just be the next Newfront team member that we are looking for!
Newfront is proud to be an equal opportunity workplace. Diversity is in our DNA and we believe that creating an inclusive workplace elevates the value we are able to bring to our customers and employees alike. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law.
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