Operations Coordinator - Business Insurance

$50,000 - $65,000/Yr

Newfront - Remote, OR

Full-time - Mid Level

Remote - Remote, OR

About the position

This position is responsible for company-wide support for post-bind support activities, reporting to the Central Operations Manager. The role involves entering accurate client information into Newfront's proprietary software and collaborating with the property and casualty service team to set up client data for post-bind support activities. The individual will also export data for reporting purposes, ensure KPIs are consistently met, and act as the single point of contact for servicing teams in onboarding new clients and providing ongoing account support. This is a full-time, hourly, non-exempt role that can be performed remotely or in a hybrid capacity if living within 25 miles of a Newfront office location.

Responsibilities

• Verify clients' property and casualty insurance coverage to support account maintenance, including processing renewals and issuing evidence of property and casualty identification cards.
• Utilize multiple sources of data and SOPs to provide consistent output.
• Act as a primary point of contact for servicing teams to facilitate client onboarding.
• Optimize SalesForce data to ensure Service Level Agreements are consistently met.
• Execute operational projects within an established framework.
• Assist with miscellaneous duties and projects as assigned.

Requirements

• 5+ years of insurance industry or client support experience.
• Excellent communication skills, including writing and presentation preparation.
• Excellent customer service skills, professionalism, and tact with the ability to forge relationships and build trust with vendors, clients, and internal stakeholders.
• Ability to be resourceful, take initiative, and work independently to solve problems.
• Ability to work well with others in a fast-paced environment and be responsive to co-workers and colleagues.
• Sound decision-making skills around post-bind support tasks.
• Strong time management skills and ability to manage competing priorities and high volumes.
• Ability to learn and adopt the use of technology systems and software applications.
• Ability to review internal/external deliverables to ensure accuracy.
• Proficient knowledge and use of Google Drive, Microsoft Office, and advanced complexities of features.

Nice-to-haves

• Experience as a team leader or senior team member in charge of a major function.
• Ability to train, delegate, provide oversight, and give feedback.
• Bachelor's degree in a related field or equivalent education, training, or experience.

Benefits

• 401(k) eligibility
• Various paid time off benefits, including vacation, sick time, and parental leave
• Bonus opportunities
• Restricted stock units
• Discretionary awards
• Full range of medical and financial benefits