Senior Account Coordinator - Executive Risk

SUMMARY:

This position assists with coordinating the internal service process for the Executive Risk Solutions (ERS) team which specializes in Directors and Officers, Employment Practices, Crime, and Fiduciary Liability insurance.

FROM THE TEAM: Come join Newfront’s Executive Risk Team!  The Executive Risk Solutions team is dedicated to excellence in everything that we do and we are committed to working together as partners in delivering what our clients need and want. This role is an excellent opportunity to be part of a team of D&O experts and to be a key contributor to our team’s growth and success.  We are looking for inquisitive, strategic, self-motivated, organized, and fun people to join our growing team.

This position is an hourly, non-exempt, and full-time role and will be reporting to the Team Leader. This is a US-based remote or hybrid role (required to work until 4pm PST M-F), with the option to work from any of Newfront's office locations. Will be considered hybrid if living within 25 miles of a Newfront office location. #LI-Remote

What You'll Be Responsible For:

- Minimum of 3 years of brokerage or carrier experience is required.

- Prepare and send renewal solicitations; coordinate client update calls with insurance carriers.

- Assist with marketing Management Liability programs for public/private companies.

- Prepare client presentation and proposal materials including analyzing client risk and completing coverage reviews.

- Prepare insurance summaries and confirmations of insurance.

- Input data and information into systems and maintain the accuracy and completeness of policy management systems.

- Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately.

- Prepare invoices and manage tasks related to client billing

- Perform other duties and assist with special projects as assigned.

Qualifications:

- Solid communication skills: writing and presenta...