Top 6 finance coordinator Jobs in walnut creek, ca

Account Coordinator - Financial Institutions
Newfront —Walnut Creek, CA
- $48,200 - $86,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Paid time off
- Parental leave
Financial Management Service (FMS) Lead Coordinator
HR Alliance —San Francisco, CA
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Spanish
- Public speaking
- 3 years
Quick Apply
Financial Management Services (FMS) Coordinator – California SDP
HR Alliance —San Francisco, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Spanish
- Mid-level
Quick Apply
Financial Management Services (FMS) Coordinator – Self Determination
HR Alliance —San Francisco, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Spanish
- Mid-level
Quick Apply

Discover related jobs

Based on your search for finance coordinator jobs.

Accounting Manager(Multi-facility organization)
Alamo Health Management —San Ramon, CA
Degree in Accounting or related field. Prepare accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.
$110,000 - $120,000 a year
Quick Apply
Accounting Manager
Food Bank of Contra Costa and Solano —Concord, CA
Supervise, coach, and develop direct reports; conduct performance reviews and set annual goals. Drive process improvement and workflow modernization using…
$101,928 a year
Quick Apply
3d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Finance Coordinator, System Net Revenue - HYBRID
OhioHealth —Columbus, OH
Budget function Defines, coordinates and communicates timeline and due dates with all entities; monitors progress and proactively addresses issues which may…
Resource Coordinator
Honda —Raymond, OH
Defines/creates cost tables for each D-Project/R-Theme Project, utilizing cost table data to calculate mid-term project expenditures per assigned cost…
$63,700 - $79,600 a year

Show more jobs in cities nearby

I want to receive the latest job alert for finance coordinator in walnut creek, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

finance coordinator jobs near walnut creek, ca

Finance Coordinator jobs in San Francisco, CA

Account Coordinator jobs in Walnut Creek, CA

Finance Coordinator jobs in Los Angeles, Ca

Finance Coordinator jobs in Ohio

Finance Coordinator jobs in Olathe, Ks

Remote Operations Coordinator jobs in New York, Ny

Online Special Education Coordinator jobs in Texas

Finance Coordinator jobs in Scottsdale, Az

Finance Manager jobs in Remote

Lvn Care Coordinator jobs in California

Finance jobs in South Carolina

Finance Coordinator jobs in Montclair, Nj

Finance Coordinator jobs in Dagsboro, De

Finance Coordinator jobs in Tumwater, Wa

Finance Coordinator jobs in Orlando, Fl

Transaction Coordinator jobs in San Antonio, Tx

Account Manager jobs in Louisville, Ky

Account Coordinator jobs in Oregon

Account Coordinator jobs in Arlington, Tx

Account Coordinator jobs in New Jersey

Account Coordinator - Financial Institutions

Newfront -
Walnut Creek, CA

Apply Now

Job Details

Full-time
$48,200 - $86,000 a year

Benefits

RSU
Paid time off
Parental leave

Qualifications

Customer communication
Commercial insurance knowledge
Property & Casualty License

Full Job Description

Newfront (a WTW company) embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.

SUMMARY: This position assists with coordinating the service process for assigned commercial property and casualty clients in the Financial Institutions industry vertical.

FROM THE TEAM: We are a smart, dynamic, fast-growing and fun-loving group privileged to be working with some of the most innovative companies around the world. We provide risk management guidance to companies primarily engaged in the Financial Institution and Fintech industry segments. We encourage challenging the way things have always been done and finding new solutions for client consideration. We enjoy promoting from within whenever possible and look for Professional development opportunities for our team to take advantage and provide time and funding for courses and seminars to do so.

This position will report to the SVP, Sr. Account Executive and Team Lead. This position is an hourly, non-exempt and full-time position. This is a US hybrid position with the option to work from one of the following Newfront office locations: Chicago, New York, San Mateo, San Francisco, Petaluma, or Walnut Creek. Will be considered hybrid if living within 25 miles of a Newfront office location.

What You’ll Be Responsible For:

Prepare and review client communications and deliverables.
Manage certificate of insurance process, if necessary.
Prepare, review, and distribute policies, endorsements and invoices.
Monitor and resolve billing discrepancies and perform reconciliations.
Execute consistent and accurate data and information entry and maintenance in various systems including proprietary Agency Management System and SharePoint.
Execute consistent and accurate database and document management processes and workflows.
Coordinate and own the renewal process workflow for successful, timely execution.
Assist in the preparation and distribution of client deliverables.
Perform other duties and special projects as assigned.

Qualifications:

Minimum of 1 year of brokerage experience is required.
Minimum of 2 years in a comparable and/or relevant work environment is required.
Solid communication skills: writing and presentation preparation.
Excellent telephone and email etiquette for a customer service environment.
Intermediate knowledge and use of standard features Microsoft Office.
Ability to be resourceful, take initiative, and work to solve problems.
Works well with others in a fast paced environment and is responsive to co-workers and colleagues. Must also work independently.
Adaptability and flexibility to respond to client and team needs.
Strong time management skills.
Ability to learn and adopt technology systems and software applications.
Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
Ability to review internal/external deliverables to ensure accuracy.
Project maintenance skills.

Preferred Knowledge, Skills and Abilities:

Management Liability experience is preferred.

Required Certificates, Licenses, Registration:

Resident Property and Casualty Insurance License (required to have or be obtained within 3 months of hire).

The pay range for this position in California, Washington, Colorado, and New York at the commencement of employment is expected to be between $48,200 - $86,000. 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, the 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.

At Newfront, we are committed to hiring diverse talent and supporting an inclusive workplace environment. If you are excited about a role at Newfront but feel you’re missing a few of the qualifications, we still encourage you to apply and tell us about yourself. You may just be the next Newfront team member that we are looking for!

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 [email protected]. For information regarding how Newfront collects and uses personal information, please review our Privacy Policy.

Compensation Range: $48.2K - $86K

Apply Now

Refine Your Search

finance coordinator jobs in walnut creek, ca

Account Coordinator - Financial Institutions

Financial Management Service (FMS) Lead Coordinator

Financial Management Services (FMS) Coordinator – California SDP

Financial Management Services (FMS) Coordinator – Self Determination

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for finance coordinator in walnut creek, ca

Explore jobs in more locations

What You’ll Be Responsible For:

Qualifications:

Preferred Knowledge, Skills and Abilities:

Required Certificates, Licenses, Registration:

Job Seeker Tools

Employer Tools

Browse

Stay Connected