Client Service Associate, Broker Onboarding (Remote)

Newfront Insurance

Remote
  • Job Type: Full-Time
  • Function: Technical/Customer Support
  • Post Date: 05/24/2021
  • Website: newfrontinsurance.com
  • Company Address: 55 2nd St, FLR 18, San Francisco, CA

About Newfront Insurance

Newfront is a modern insurance brokerage that leverages technology to vastly simplify the buying process for clients and the selling process for brokers. Our experienced insurance brokers help our clients save money and find the right coverage for their risk. Newfront is one of the fastest-growing retail insurance brokerages in the US.

Job Description

A bit about Newfront:
 
From the Mayflower to the moon landing, every venture relies on insurance. The $1 trillion insurance industry is fundamental to our economy and society, but remains stuck in the stone age. Incumbents rely on antiquated pen-and-paper process and there's a huge opportunity to transform it through technology. At Newfront, we're building software to supercharge insurance brokers and help them deliver a delightful experience to clients.
 
While we’re a technology-driven company, we believe that people and trusted relationships matter. Newfront believes in empowering people rather than "disrupting" them. Our singular mission is to create the future of work for this massive industry.
 
We believe breakout growth creates breakout opportunities and diversity drives innovation.
 
As we continue to scale, Newfront is open to hiring the right talent anywhere in the United States of America. This position is open to remote candidates with Pacific Time Zone preferred. #LI-Remote

Responsibilities

    • Communicate with external and internal parties to appropriately move the business over to Newfront
    • Generate and dispatch Broker of Record letters using DocuSign to clients and carriers to streamline the transition experience
    • Follow up with the carriers and wholesalers on the status of BOR requests and resolve any blockers.
    • Keep the carrier Broker of Record guide updated with any changes.
    • Connect with Brokers to plan around their transition and meet expectations with both clients and insurance providers
    • Regularly review emails and update the dashboard with the BOR status
    • Operate out of our Dashboard and Salesforce service cloud to mark the completion of steps.
    • Project management & advanced organizational skills - coordinate many moving parts and communicate on a high level with leadership and other stakeholders.
    • Document and improve workflows

Requirements

    • Excellent written and verbal communication skills
    • Excellent attitude and positive energy
    • B.A. or B.S. degree
    • Insurance (P&C) experience is a plus

Benefits

    • Competitive compensation
    • Stock Options
    • 100% employer-covered Medical and Dental
    • Unlimited PTO
    • 401k Employee Contribution Program
Newfront is an equal opportunity employer — we celebrate diversity and are committed to creating an inclusive environment for all employees. 
 
Newfront provides reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [email protected]
 
Newfront is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Learn more about our commitment to diversity and inclusion.
 
Newfront provides reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [email protected]

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.