About The Position

This position is responsible for coordinating the internal service process for assigned commercial property and casualty clients in a new, industry-changing brokerage. FROM THE TEAM: Come join Newfront’s Emerging Risk Team! We are a smart, dynamic, and fun-loving group privileged to be working with some of the most innovative companies across the world. We provide risk management guidance to companies across multiple industries. There’s something new every day! We promote from within whenever possible and are committed to the professional development of our team members, providing time and funding for courses and seminars. Oh yeah, we like to have fun too. This position is an hourly, non-exempt, and full-time role and will be reporting to the Team Leader. This is a US-based hybrid with the option to work from any of Newfront's office locations or hubs in Southern California or Austin, Texas. Will be considered hybrid if living within 25 miles of a Newfront office location.

Requirements

  • Minimum of 2 years in a comparable and/or relevant work environment is required.
  • Minimum of 1 year of Insurance brokerage experience is required.
  • Resident Property and Casualty Insurance License (required to have or be obtained within 3 months of hire).

Nice To Haves

  • Commercial insurance experience is highly preferred.
  • 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.

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.

Benefits

  • 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.
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