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Full-Time

Associate Account Manager

Updated on 9/6/2024

Newfront Insurance

Newfront Insurance

201-500 employees

Modern insurance brokerage offering tailored solutions

Data & Analytics
Consulting
Fintech
Financial Services
Real Estate

Compensation Overview

$50k - $83kAnnually

Junior, Mid

Washington, USA + 9 more

Category
Customer Success Management
Sales & Account Management
Required Skills
Communications
Management
Customer Service
Requirements
  • Minimum of 2 years of insurance brokerage experience.
  • Property and Casualty Insurance License (required or completed within 3 months of start date).
  • Solid communication skills: writing and presentation preparation.
  • Excellent telephone etiquette and customer service.
  • Ability to be resourceful, take initiative, and work independently to solve problems.
  • Works well with others in a fast paced environment and be responsive to co-workers and colleagues.
  • Adaptability and flexibility to respond to client and team needs.
  • Strong time management skills.
  • Ability to learn and adopt and train use of technology systems and software applications.
  • Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
  • Ability to review internal/external deliverables to ensure accuracy.
  • Basic project management skills and systems knowledge.
Responsibilities
  • Learn our proprietary agency management system (Navigator) and manage all workflows in the new and continually developing platform.
  • Contribute product suggestions and feedback to the service and technology teams while working in Navigator.
  • Responsible for solely managing some client customers.
  • Supporting and partnering with Account Managers/Account Executives and providing service with direct and regular client contact for 60-90 clients.
  • Prepare and review client communications and deliverables.
  • Independently manage the endorsement process.
  • Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, loss runs and MVRs.
  • Manage certificate of insurance process.
  • Prepare, process and distribute endorsements and invoices.
  • Monitor and resolve billing discrepancies and perform reconciliations.
  • Execute consistent and accurate data and information entry and maintenance in various systems including Dash, PandaDocs and Indio.
  • Execute consistent and accurate database and document management processes and workflows.
  • Coordinate and own the pre-renewal and renewal wrap-up process for successful, timely execution.
  • Assist in the preparation and distribution of client deliverables.
  • Contribute to training of newer hires.
  • Perform other duties and special projects as assigned.

Newfront provides insurance brokerage services that focus on risk management for both businesses and individuals. The company uses technology to streamline the insurance process, making it more efficient and user-friendly. Clients can expect tailored insurance solutions that address their specific needs, whether they are small businesses or large corporations. Newfront operates across all 50 states in the U.S., the District of Columbia, and Puerto Rico, allowing it to serve a wide range of clients. Unlike traditional insurance providers, Newfront emphasizes exceptional service and aims to resolve common frustrations clients face with insurance. The company's goal is to transform the insurance experience by integrating advanced technology with expert risk management, making it a preferred choice for those seeking better insurance solutions.

Company Stage

Series D

Total Funding

$310.1M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-4%

2 year growth

-5%
Simplify Jobs

Simplify's Take

What believers are saying

  • The introduction of AI-powered tools and platforms like the Benefits Assistant and Total Rewards dashboard demonstrates Newfront's commitment to innovation and client satisfaction.
  • Strategic appointments, such as Katherine August-deWilde to the Board of Directors and Jessica Graves to lead the Maritime team, strengthen Newfront's leadership and industry expertise.
  • Programs like the Unicorn Bootcamp and Newfrontiers point-solution program highlight Newfront's proactive approach to addressing client needs and preparing them for future growth.

What critics are saying

  • The rapid integration of advanced technology may face resistance from clients accustomed to traditional methods, potentially slowing adoption.
  • Expanding into specialized markets like maritime and construction requires significant investment and expertise, posing a risk if these ventures do not yield expected returns.

What makes Newfront Insurance unique

  • Newfront leverages advanced technology to streamline the insurance process, setting it apart from traditional brokers who rely on outdated methods.
  • Their AI-powered Benefits Assistant and centralized Total Rewards platform offer innovative solutions that enhance client experience and operational efficiency.
  • Newfront's broad reach across all 50 states, the District of Columbia, and Puerto Rico allows it to cater to a diverse range of clients, unlike many regional competitors.