Account Coordinator - Construction

SUMMARY This position is responsible for coordinating the internal service process for assigned commercial property and casualty construction clients in a new, industry-changing brokerage. This position is an hourly, non-exempt, and full-time role and will be reporting to the Team Leader. This position is based in our Lodi, CA office with the option to work in office full-time or on a hybrid basis. What You’ll Be Responsible For Prepare and send renewal solicitations; coordinate client update calls with insurance carriers. Assist with marketing contractor renewals and project specific business. Prepare client presentation and proposal materials. 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 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; 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. Preferred Knowledge, Skills and Abilities Minimum of 2 years in a comparable and/or relevant work environment. Minimum of 1 year of Insurance brokerage experience preferred. Commercial insurance experience preferred. Required Certificates, Licenses, Registration Property and Casualty Insurance license (preferred or completed within 3 months of start date). The pay range for this position in California, Washington, Colorado and New York at commencement of employment is expected to be between $60 and $77,400/yr; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. 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. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an at-will position and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Newfront is proud to be an equal opportunity workplace. Diversity is in our DNA and we believe that creating an inclusive workplace elevates the value we are able to bring to our customers and employees alike. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status or any other applicable status protected by state or local law. If you require reasonable accommodations throughout the application or interview process, please contact us at View email address on click.appcast.io. For information regarding how Newfront collects and uses personal information, please review our Privacy Policy. #J-18808-Ljbffr