Account Coordinator - Financial Institutions

Newfront (a WTW company) embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.

SUMMARY: 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. This is a US hybrid position with the option to work from one of the following Newfront office locations: Chicago, New York, San Mateo, San Francisco, Petaluma, or Walnut Creek. Will be considered hybrid if living within 25 miles of a Newfront office location.

• 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.

• 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.

• Management Liability experience is preferred.

• Resident Property and Casualty Insurance License (required to have or be obtained within 3 months of hire).

The pay range for this position in California, Washington, Colorado, and New York at the commencement of employment is expected to be between $48,200 - $86,000. However, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. 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. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an “at-will position,” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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.

If you require reasonable accommodations throughout the application or interview process, please contact us at [email protected]. For information regarding how Newfront collects and uses personal information, please review our Privacy Policy.