Account Manager

Financial Institutions

Posted on 5/9/2024

Newfront Insurance

Newfront Insurance

201-500 employees

Modern insurance brokerage using AI and analytics

Financial Services
Data & Analytics

Mid, Senior

Remote in USA

Required Skills
  • Excellent communication skills
  • Professional composure
  • Advanced knowledge of Microsoft Office
  • Ability to be resourceful and take initiative
  • Adaptability and flexibility
  • Exceptional time management skills
  • Ability to learn and adopt technology systems
  • Excellent at multi-tasking
  • Intermediate project planning and management
  • Ability to forge relationships and build trust
  • 3-5 years of brokerage experience
  • Property and Casualty insurance experience
  • Property and Casualty Insurance license
  • Independently manage onboarding of new clients
  • Act as primary client point of contact during onboarding
  • Manage marketing process for prospect companies
  • Prepare and review client communications
  • Communicate and collaborate with producers, clients, and underwriters
  • Maintain current files and prepare policy renewal questionnaires
  • Review, evaluate, rate, and market insurance applications
  • Perform contract reviews for clients
  • Perform database file management and input information
  • Provide mentoring and training to Account Coordinators
  • Manage Account Coordinators and Assistants
  • Perform other duties and special projects as assigned

Newfront Insurance, a modern insurance brokerage, is an exceptional workplace due to its emphasis on leveraging breakthrough technology and AI-enabled solutions to enhance service quality and operational efficiency. The company's use of predictive analytics to provide data-driven market intelligence positions it as a leader in the insurance industry. Additionally, their commitment to client transparency and convenience through a connected dashboard that offers 24/7 access to insurance programs and benefits plans creates a dynamic and forward-thinking work environment.

Company Stage

Series D

Total Funding



San Francisco, California



Growth & Insights

6 month growth


1 year growth


2 year growth