Remote Associate Account Manager

Summary

Join Newfront's Commercial Risk Unit as a Coordinator for internal service process for assigned commercial property and casualty clients in a new brokerage.

Requirements

• Minimum of 2 years 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
• Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies
• Ability to review internal/external deliverables to ensure accuracy
• Basic project management skills and systems knowledge

Responsibilities

• Learn our proprietary agency management system (Navigator) and manage all workflows in the new and continually developing platform
• Contribute product suggestions and feedback to the service and technology teams while working in Navigator
• Responsible for solely managing some client customers
• Supporting and partnering with Account Managers/Account Executives and providing service with direct and regular client contact for 60-90 clients
• Prepare and review client communications and deliverables
• Independently manage the endorsement process
• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, loss runs and MVRs
• Manage certificate of insurance process
• 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 Dash, PandaDocs and Indio
• Execute consistent and accurate database and document management processes and workflows
• Coordinate and own the pre-renewal and renewal wrap-up process for successful, timely execution
• Assist in the preparation and distribution of client deliverables
• Contribute to training of newer hires
• Perform other duties and special projects as assigned

Benefits

$50,000 - $83,000 a year