Description:
This position is a salaried, exempt and full-time role and will be reporting to the Commercial Risk Team Leader/Sr. Account Executive. May require seasonal or intermittent traveling to visit clients, prospects and insurers. This is a hybrid/remote role (within the USA), 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:
- Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervising an Account Coordinator/Senior Account Coordinator.
- Independently manage client relationships and accounts up to $1MM in volume revenue.
- Act as first and 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.
- 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)
- Perform other duties and special projects as assigned.
Qualifications:
- Minimum of 5 to 7 years of brokerage experience.
- Property and Casualty insurance experience required.
- Excellent communication skills: written, public speaking and presentation preparation.
- Excellent telephone etiquette and customer service skills, professionalism and tact.
- Advanced knowledge of Microsoft Office and its more complex features.
- Ability to be resourceful, take initiative, solve problems and offer solutions.
- Works well with others in a fast paced environment and be responsive to co-workers and colleagues. Ability to train, delegate, provide oversight and give feedback.
- Adaptability and flexibility to address issues and client needs.
- Excellent time management skills.
- Ability to learn and adopt and train use of technology systems and software applications.
- Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines.
- Ability to review internal/external deliverables to ensure accuracy.
- Intermediate project planning and management.
- Ability to forge relationships and build trust.