Insurance is a trillion dollar market that is fundamental to society, yet it has not modernized — until now. Newfront is building the modern insurance experience. We've reimagined the experience for clients, prospects, and employees, altering the way people create, understand, select, transact, and use insurance. We're changing the approach so that it starts and ends with the client, not the product, and empowering people for moments that matter. Our unique approach recognizes both the vast potential of technology and the fundamental role of insurance experts. We're a technology-driven company with DE&I in our DNA and strong values; we believe people matter most. Our mission is to define the future of the insurance industry, while instilling a high performance culture in combination with living our Work, Love, Play ethos each day. We value balanced lives and are passionate about creating a culture of wellness that results in healthier, happier, and more productive employees, and more successful clients. SUMMARY: This position is responsible for development, communication, and service needs for our client companies and for retaining large, complex accounts through relationship management. FROM THE TEAM: We are fast-paced, technology-driven, and service-oriented. We are highly motivated, inclusive of everyone, and open to new ideas. Newfront and this team believe in accountability and are in this together – we work together to see the big picture and get the job done and are not afraid to have fun while doing so! This position is a salaried, exempt, and full-time position and will be reporting to the Senior Account Executive and Team Leader. This is a US based hybrid or remote 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. Requires seasonal or intermittent traveling to visit clients and prospects. What You’ll Be Responsible For: Independently manage client relationships and accounts either up to: $1 MM in volume revenue or; of advanced complexity and requirements. Perform program comparison and form review, in partnership with Account Executive(s). Independently prepare for, manage and conduct strategy renewal meetings with clients. Act as primary client point of contact to provide day-to-day service by responding to client questions and requests. Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business. Manage the onboarding process of new clients. Manage the marketing process for prospect companies. Prepare and review client communications and finalize for delivery. Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts. Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy. Compile and organize all client information necessary to process new, renewal, cancellation and endorsements. Perform thorough contract reviews for clients. Perform database file management and input information. Accurately manage and maintain documents in agency management systems. Provide training to Account Coordinators. May manage Account Coordinators and Account Assistants. Perform other duties and special projects as assigned. To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Qualifications: Exceptional communication skills: written, public speaking and presentation preparation. Exceptional telephone etiquette and customer service skills, diplomacy, professionalism and tact. Advanced knowledge of Microsoft Office and its complex features. Ability to be resourceful, take initiative, solve problems, offer solutions and make process improvements. Works well with others in a fast paced environment and be responsive to...
Newfront