Newfront · 3 days ago
Account Executive
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CommercialFinancial Services
Growth Opportunities
Insider Connection @Newfront
Responsibilities
Evaluate existing policies and procedures for the General Business Practice to determine opportunities for improvement.
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.
Qualification
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Required
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 and its 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. Excellent management skills. 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.
Property and Casualty Insurance license required
Preferred
Minimum of 7 years experience in the industry, middle market risk management experience preferred.
Benefits
401(k) eligibility
Various paid time off benefits (vacation, sick time, parental leave)
Company
Newfront
Newfront is an insurance company that provides risk control, risk analytics, and benchmarking claims advocacy.
Funding
Current Stage
Late StageTotal Funding
$310MKey Investors
Meritech Capital PartnersFounders Fund
2022-04-12Series D· $200M
2020-10-20Series C· $68M
2018-12-01Series B· $30M
Recent News
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