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Senior Account Executive and Team Leader - Real Estate

Remote position, United States only

Overview

Are you ready to join a team that is revolutionizing the insurance industry? Newfront is seeking highly skilled and motivated individuals to fill the roles of Team Lead and Account Executive. As a Team Lead, you will be responsible for managing the internal service process and relationships for assigned property and casualty client companies. You will also have the opportunity to develop revenue growth and retention forecasts, collaborate with leaders to implement strategies, and foster strong carrier and wholesale partner relationships. As an Account Executive, you will manage and retain client relationships, assess risk profiles, develop market and carrier relationships, and negotiate insurance coverage. Both roles require excellent communication and negotiation skills, as well as advanced knowledge of Microsoft Office. If you are a dynamic and resourceful professional with a passion for the insurance industry, this is the opportunity for you. Join Newfront and elevate your career today!

Job Description

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.

SUMMARYCome join a well-rounded team of high energy, customer dedicated P&C professionals, who come together as one in supporting both our clients and our co-workers. Reach for this opportunity to become part of our team and expand your horizons – come elevate with us!
Responsible for expertly managing the internal service process and relationships for assigned property and casualty client companies.This position is a salaried, exempt and full-time role and will be reporting to the Sr. Account Executive. Requires seasonal or intermittent travelling to visit clients and prospects. This is a Hybrid/Remote role (within 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.

What You’ll Be Responsible For:

  • Team Lead

  • Responsible for the overall Real Estate team with specific expertise in...

  • Responsible for developing revenue growth and retention forecasts and plans for ensuring the successful achievement of targets.

  • Collaborates with the BI Service/Operations Leader to implement systems and processes that support execution of the Real Estate practice's strategy and initiatives.

  • In partnership with Business Insurance Leadership, you will be responsible for fostering strong carrier and wholesale partner relationships and supporting carrier specific strategic initiatives.

  • Works strategically to identify and implement opportunities to partner with Producers and Newfront consultants in other lines of business for business development and growth.

  • Responsible for managing a team of Real Estate service employees.

  • Provides resources and assists with recruiting and hiring, training and development, and performance management of the Real Estate Service Team.

  • Manages and coaches team members for delivery of service and directs the delegation, allocation and lending of resources among teams.

  • Account Executive

  • Manage and retain client relationships as a trusted advisor, often at the most advanced complexity or specialization. Assess client’s risk profile to determine risk and insurance needs and go-to-market strategy.

  • Develop and nurture market and carrier relationships within the industries being serviced.

  • Partner with production teams to establish and maintain aligned service offerings and delivery of client needs.

  • Independently prepare for, plan and conduct client meetings.

  • Brokering and negotiating insurance lines of coverage directly with insurance markets when possible, while also strategically using wholesalers when in the best interest of the client.

  • 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 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.

  • Perform as a subject matter expert and advanced resource. Keep abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies or products.

  • 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 coaching, as appropriate, to Account Managers and Account Coordinators.

  • Perform other special projects as assigned.

Preferred Knowledge, Skills and Abilities:

  • Excellent negotiation and 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.
  • Thrives working with others in a fast paced environment.
  • Excellent management skills. 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.
  • Advanced at multiple and strategic project planning including extended time management.
  • Ability to forge relationships and build trust.

Qualifications:

  • Minimum of 10 years of brokerage experience.
  • Property and Casualty insurance experience required.

Required Certificates, Licenses, Registration:

  • Property and Casualty Insurance license required.

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.
If you require reasonable accommodations throughout the application or interview process, please contact us at [email protected]. For information regarding how Newfront collects and uses personal information, please review our Privacy Policy.

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