Account Coordinator - Financial Institutions

📋 Description

• 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.
• Coordinate and own the renewal process workflow for successful, timely execution.

🎯 Requirements

• Minimum of 1 year of brokerage experience is required.
• Minimum of 2 years in a comparable and/or relevant work environment is required.
• Resident Property and Casualty Insurance License (required to have or be obtained within 3 months of hire).
• Solid communication skills: writing and presentation preparation.
• Intermediate knowledge and use of Microsoft Office.
• Ability to learn and adopt technology systems and software applications.

🎁 Benefits

• Hybrid work option near a Newfront office.
• 401(k) eligibility and paid time off benefits.
• Equal opportunity workplace with diversity.
• Reasonable accommodations available during the application process.