Account Executive - Private Client

Insurance is a trillion dollar market that is fundamental to society, yet it has not modernized — until now. 

Newfront is building the modern insurance experience. 

We've reimagined the experience for clients, prospects, and employees, altering the way people create, understand, select, transact, and use insurance. We're changing the approach so that it starts and ends with the client, not the product, and empowering people for moments that matter. 

Our unique approach recognizes both the vast potential of technology and the fundamental role of insurance experts. We're a technology-driven company with DE&I in our DNA and strong values; we believe people matter most. 

Our mission is to define the future of the insurance industry, while instilling a high performance culture in combination with living our Work, Love, Play ethos each day. We value balanced lives and are passionate about creating a culture of wellness that results in healthier, happier, and more productive employees, and more successful clients.

SUMMARY: This position is responsible for the development, communication, and service needs of our Private Clients and for retaining high-touch, complex accounts through relationship management. 

FROM THE TEAM: Newfront values investing in our people for development and professional growth while living Newfront's ethos of Work. Love. Play. Our team especially understands the need for flexibility in location and with work/life balance challenges. We have the amazing opportunity to help our clients with unique problem-solving opportunities and uncovering, understanding, and designing strategies to help our clients mitigate deep risk. We are a fun, tight-knit team who works together in a collaborative space.

This position is a salaried, exempt and full-time role and will be reporting to the Private Client Services Practice Leader. 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:

• Manage client relationship accounts up to $900k in volume revenue and/or more complex accounts. Develop the service strategy, plan, and processes to meet client needs.
• Partner closely with production teams to establish and maintain aligned service offerings and delivery of client needs.
• Collaborate with Producers to prepare for and plan client meetings.
• Responsible for managing and addressing elevated claims issues.
• Manage preparation of new business RFP’s; market new and renewal accounts; develop and manage service calendars and prepare presentations for new clients.
• Provide strategic management of new and renewal business risk identification and program design (including contract and claims history review.)Participate in prospecting activities to both identify and close new business.
• Participate in carrier and industry activities.
• Act as team or subject matter expert and specialized resource. Keep abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies, or products.
• Perform thorough contract reviews for clients.
• Provide training to Account Managers.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.)

Qualifications:

• Ability to be resourceful, take initiative, solve problems, offer solutions and make process improvements.
• Thrives working with others in a fast-paced environment. Ability to train, delegate, provide oversight and give feedback. 
• Adaptability and flexibility to proactively anticipate and address issues and client needs.
• Exceptional time management skills.
• Ability to learn, adopt and train the use of technology systems and software applications.
• Excellent at multi-tasking and flexibility to manage ever-changing priorities and deadlines.
• Advanced at multiple and strategic project planning including extended time management.
• Ability to forge relationships and build trust.

Preferred Knowledge, Skills and Abilities:

• 5+ years of brokerage experience preferred.
• Exceptional communication skills: written, public speaking, and presentation preparation.
• Professional composure and exceptional customer service skills, diplomacy, professionalism, and tact.
• Advanced knowledge of Microsoft Office and its complex features.

Required Certificates, Licenses, Registration:

• Private Client insurance experience required.
• CA Property and Casualty Insurance license within 3 months of hire.

At Newfront, we are committed to hiring diverse talent and supporting an inclusive workplace environment. If you are excited about a role at Newfront but feel you’re missing a few of the qualifications, we still encourage you to apply and tell us about yourself. You may just be the next Newfront team member that we are looking for! 

Newfront is proud to be an equal opportunity workplace. Diversity is in our DNA and we believe that creating an inclusive workplace elevates the value we are able to bring to our customers and employees alike. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law.