Account Coordinator, Newfront

• Strong communication skills: writing and presentation preparation
• Excellent telephone etiquette for customer service environment including listening without interrupting, using a clear and audible voice and responding calmly and professionally
• Intermediate knowledge of Microsoft Office and its more complex features
• Ability to be resourceful, take initiative, solve problems and offer solutions
• Works well with others in a fast-paced environment and be responsive to co-workers and colleagues. Must also work independently, with minimal direction
• Adaptability and flexibility to respond to client and team needs
• Strong time management skills
• Ability to learn, adopt, and train use of technology systems and software applications
• Strong organizational skills and attention to detail; ability to screen details and multi-task
• Ability to review internal/external deliverables to ensure accuracy
• Basic project management skills and systems knowledge
• CA Property and Casualty Insurance license (required to have or be obtained within 3 months of hire)

Desirable

• This position is responsible for coordinating the internal service process for assigned personal lines and/or private client services
• This position is an hourly, non-exempt, and full-time position
• Required to work until 4pm PST M-F
• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, evidence of insurance, auto identification cards, policy checking, claim management and MVRs
• Perform database file management and input information accurately; manage and maintain documents in agency management system
• Manage alerts from various carrier websites and other resources
• Prepare and review client communications and deliverables. Assist in the preparation and distribution of client deliverables
• Monitor and manage the process of client information, new business, renewals, endorsement, reinstatements and cancellations
• Prepare, monitor and resolve billing discrepancies and perform reconciliations
• Execute consistent and accurate data, 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
• Provide training to Account Assistants
• Perform other duties and special projects as assigned
• To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions