Account Manager
Updated on 2/8/2024
Newfront Insurance

201-500 employees

Newfront is the modern commercial insurance brokerage.
Company Overview
Newfront's mission is to supercharge insurance professionals with technology. The company is building a technology-enabled insurance brokerage.
Financial Services
Consulting
Data & Analytics

Company Stage

Series D

Total Funding

$310.1M

Founded

2017

Headquarters

San Francisco, California

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

12%
Locations
Remote in USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Management
Public Speaking
Marketing
CategoriesNew
Sales & Account Management
Requirements
  • Minimum of 3 to 5 years of brokerage experience
  • Property and Casualty insurance experience
  • Excellent communication skills: written, public speaking and presentation preparation
  • 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
  • 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
  • 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 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
Desired Qualifications
  • Preferred Knowledge, Skills and Abilities: Property and Casualty experience