Account Coordinator - Executive Risk

📋 Description

• Prepare and review client communications and deliverables.
• Manage the certificate of insurance process when needed.
• Prepare, review, and distribute policies, endorsements, and invoices.
• Monitor billing discrepancies and perform reconciliations.
• Maintain data in the Agency Management System and SharePoint.
• Coordinate renewal workflows and client deliverables.

🎯 Requirements

• Minimum 1 year brokerage experience; 2+ years in relevant work.
• Strong written and presentation skills.
• Excellent phone and email etiquette for customer service.
• Intermediate knowledge of Microsoft Office.
• Resident Property and Casualty Insurance License or eligible within 3 months.
• Management Liability experience preferred.

🎁 Benefits

• Hybrid work option near a Newfront office.
• Medical, dental, vision, and 401(k) benefits.
• Paid time off including vacation and sick leave.
• Parental leave and other benefits.
• Opportunities to learn about Directors & Officers liability.