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: Responsible for expertly managing the internal service process and relationships for assigned property and casualty client companies.
FROM THE TEAM: Come join Newfront’s Commercial Risk Unit! We are a smart, dynamic, and fun-loving group privileged to be working with some of the most innovative companies across the world. We provide risk management guidance to companies across multiple industries…There’s something new every day! We promote from within whenever possible and are committed to the professional development of our team members, providing time and funding for courses and seminars. Oh yeah, we like to have fun too.
This position is a salaried, exempt, and full-time position and will be reporting to the Senior Account Executive. 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. #LI-Remote
What You’ll Be Responsible For:
- Manage client relationships and develop team service strategy, plan and processes to meet client needs. Provide client advocacy as primary point of contact.
- Independently prepare for, plan and conduct client meetings.
- Manage preparation of new business RFP’s; market new and renewal accounts; develop and manage service calendars and prepare presentations for new clients.
- Provide strategic management new and renewal business risk identification and program design (including contract and claims history review.)
- Participate in prospecting activities to both identify and close new business.
- Partner with production teams to establish and maintain aligned service offerings and delivery of client needs.
- Participate in carrier activities.
- Perform as team or subject matter expert and advanced resource. Keep abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies or products.
- Perform thorough contract reviews for clients.
- Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
- May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs)
- Other tasks, duties or special projects as assigned.
- Requires seasonal or intermittent travelling to visit clients and prospects.
Qualifications:
- Excellent negotiation and communication skills: written, public speaking and presentation preparation.
- Professional composure and exceptional customer service skills, diplomacy, professionalism and tact.
- Advanced knowledge of Microsoft Office Suite and G Suite, and their complex features.
- Ability to be resourceful, take initiative, solve problems, create solutions and direct process improvements.
- Thrives working with others in a fast paced environment.
- Ability to train, delegate, provide oversight and give feedback.
- Adaptability and flexibility to proactively anticipate and address issues and client needs.
- Exceptional time management skills and the ability to navigate demanding schedules, priorities and volumes.
- Ability to learn, adopt and train use of technology systems and software applications.
- Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines.
- Advanced at multiple and strategic project planning including extended time management.
- Ability to forge relationships and build trust.
Preferred Knowledge, Skills and Abilities:
- Property and Casualty insurance experience required.
- Minimum of 5 years of insurance brokerage experience.
- Middle to large market risk management experience preferred.
Required Certificates, Licenses, Registration:
- Property and Casualty Insurance license required.