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Full-Time

Account Manager

Posted on 1/25/2024

Newfront Insurance

Newfront Insurance

201-500 employees

Modern insurance brokerage using AI and analytics

Data & Analytics
Consulting
Fintech
Financial Services
Real Estate

Mid, Senior

Remote in USA

Category
Real Estate
Required Skills
Communications
Management
Public Speaking
Marketing
Customer Service
Requirements
  • Minimum of 3 to 5 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.
  • Works well with others in a fast-paced environment and be responsive to co-workers and colleagues.
  • 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.
  • Property and Casualty experience.
  • Property and Casualty Insurance license required.
Responsibilities
  • 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 the 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 and/or train the next level down: Account Coordinators and Account 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

$310.1M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-4%

2 year growth

-4%
INACTIVE