Account Coordinator - Small Business
N
NewfrontBusiness Insurance
United States (Remote), PSTFull-TimeMiddle
Salary60000 - 70000 USD per year
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Job Details
- Experience
- Minimum of 2 years
- Required Skills
- SharePoint
Requirements
- Minimum of 2 years in a comparable and/or relevant work environment
- Minimum of 1 year of Insurance brokerage experience
- 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
- Property and Casualty License (preferred or completed within 3 months of start date)
- Commercial insurance experience is preferred
Responsibilities
- 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
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