Newfront · 19 hours ago
Account Executive - Private Client
United States
Full-time
Remote
Mid, Senior Level
$100K/yr - $137K/yr
5+ years exp
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Responsibilities
Manage client relationship accounts up to $900k in volume revenue and/or more complex accounts. Develop the service strategy, plan, and processes to meet client needs.
Partner closely with production teams to establish and maintain aligned service offerings and delivery of client needs.
Collaborate with Producers to prepare for and plan client meetings.
Responsible for managing and addressing elevated claims issues.
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 of 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.
Participate in carrier and industry activities.
Act as team or subject matter expert and specialized resource. Keep abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies, or products.
Perform thorough contract reviews for clients.
Provide training to Account Managers. 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.)
Qualification
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Required
Ability to be resourceful, take initiative, solve problems, offer solutions and make 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.
Ability to learn, adopt and train the 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.
Private Client insurance experience required.
CA Property and Casualty Insurance license within 3 months of hire.
Preferred
5+ years of brokerage experience preferred.
Exceptional 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.
Benefits
Bonus
Restricted stock units
Discretionary awards
Full range of medical, financial, and/or other benefits
401(k) eligibility
Various paid time off benefits, such as vacation, sick time, and parental leave
Company
Newfront
Newfront is an insurance company that provides risk control, risk analytics, and benchmarking claims advocacy.
501-1000 employees
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
Leadership Team
Spike Lipkin
Co-Founder & CEO
Gordon Wintrob
Co-Founder & CTO
Company data provided by crunchbase
