Account Coordinator - Financial Institutions

📋 Description

• • Join a smart, dynamic, and fast-growing team at Newfront Insurance Services Inc., a company at the forefront of risk management for innovative companies, particularly within the Financial Institutions and Fintech sectors.
• • As an Account Coordinator, you will play a pivotal role in coordinating the service process for our valued commercial property and casualty clients, ensuring seamless operations and exceptional client experiences.
• • This is an exciting opportunity to contribute to a team that thrives on challenging the status quo, developing novel solutions, and fostering a collaborative, fun-loving work environment.
• • You will be instrumental in managing the day-to-day service needs of our Financial Institution clients, acting as a key support for the Account Executive team.
• • Your responsibilities will encompass a broad range of critical tasks, from preparing and reviewing essential client communications and deliverables to meticulously managing the certificate of insurance process.
• • You will be entrusted with the preparation, review, and timely distribution of policies, endorsements, and invoices, ensuring accuracy and adherence to all regulatory and client requirements.
• • A significant aspect of your role will involve proactive monitoring and resolution of billing discrepancies, alongside performing crucial reconciliations to maintain financial accuracy.
• • You will be the guardian of our data integrity, executing consistent and accurate data and information entry and maintenance across various systems, including our proprietary Agency Management System and SharePoint.
• • This extends to upholding rigorous database and document management processes and workflows, ensuring that all client information is organized, accessible, and secure.
• • You will be a key player in the renewal process, coordinating and owning the workflow to ensure successful and timely execution, a critical component of client retention and satisfaction.
• • Your support will extend to assisting in the preparation and distribution of comprehensive client deliverables, ensuring they are polished, accurate, and meet client expectations.
• • Beyond these core duties, you will have the opportunity to engage in other important tasks and special projects, contributing to the broader success of the team and the company.
• • We are committed to your professional growth, offering opportunities for advancement from within and providing time and funding for courses and seminars to support your development.
• • This position reports directly to the SVP, Sr. Account Executive and Team Lead, offering direct mentorship and exposure to senior leadership.
• • This is a full-time, hourly, non-exempt position, offering the flexibility to work from any of Newfront's office locations or hubs in Southern California or Texas, with a hybrid work arrangement considered for those living within 25 miles of a Newfront office.
• • You will be part of a team that values innovation, collaboration, and a proactive approach to client service, making a tangible impact on the success of our clients and the growth of Newfront.
• • Embrace the opportunity to learn and master new technology systems and software applications, as we continuously strive to enhance our operational efficiency and client service capabilities.
• • Your strong organizational skills and meticulous attention to detail will be paramount in screening information, identifying potential discrepancies, and ensuring the accuracy of all internal and external deliverables.
• • Develop and hone your project maintenance skills, contributing to the smooth execution of client service initiatives and renewal processes.
• • This role is ideal for an individual who is resourceful, takes initiative, and thrives on problem-solving in a fast-paced, collaborative environment, while also possessing the ability to work independently.
• • Exceptional telephone and email etiquette are essential for maintaining our high standards of customer service in all interactions.
• • You will leverage your intermediate knowledge of Microsoft Office Suite to efficiently manage tasks and communications.
• • Your adaptability and flexibility will be key in responding effectively to the evolving needs of our clients and the team.
• • This role offers a unique chance to immerse yourself in the specialized world of financial institution insurance, gaining valuable industry knowledge and expertise.
• • Contribute to a culture that encourages challenging the status quo and finding innovative solutions for our clients.
• • Be a part of a company that is rapidly expanding and offers significant opportunities for career progression and professional development.
• • Your work will directly impact client satisfaction and retention by ensuring the smooth and efficient delivery of services and renewals.
• • This position is crucial in supporting the Sr. Account Executive and Team Lead, enabling them to focus on strategic client relationships and business development.
• • You will gain exposure to a wide range of insurance products and services tailored to the financial services industry.
• • The hybrid work model provides a balance between in-office collaboration and remote flexibility.
• • We are looking for individuals who are eager to learn, adaptable, and possess a strong work ethic to thrive in our high-performance culture.