SUMMARY: This position is responsible for managing the service process for assigned commercial property and casualty clients in the Financial Institutions industry vertical.
FROM THE TEAM: We are a smart, dynamic, fast-growing and fun-loving group privileged to be working with some of the most innovative companies around the world. We provide risk management guidance to companies primarily engaged in the Financial Institution and Fintech industry segments. We encourage challenging the way things have always been done and finding new solutions for client consideration. We enjoy promoting from within whenever possible and look for Professional development opportunities for our team to take advantage and provide time and funding for courses and seminars to do so.
This position will report to the SVP, Sr. Account Executive and Team Lead. This is a salaried, exempt and full-time role. This is a US based hybrid or remote role, 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.
What You’ll Be Responsible For:
- Independently manage onboarding of new clients and client relationships.
- Act as first and primary client point of contact during the onboarding process.
- Provide day-to-day service by responding to client questions and requests through the onboarding process.
- 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 mentoring and training as appropriate to Account Coordinators.
- May manage Account Coordinators and Account Assistants.
- Perform other duties and special projects as assigned.
Qualifications:
- Excellent 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.
- Ability to be resourceful, take initiative, solve problems, create solutions, and direct process improvements.
- Works well with others in a fast paced environment and be responsive to co-workers and colleagues.
- 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 and the ability to navigate demanding schedules, priorities and volumes.
- Ability to learn, 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.
Preferred Knowledge, Skills and Abilities:
- Minimum of 3 to 5 years of brokerage experience.
- Property and Casualty insurance experience required.
Required Certificates, Licenses, Registration:
- Property and Casualty Insurance license required.
United States
