Newfront

Client Partner

• Build strategic relationships with clients and carrier partners in the Small Group Market.
• Manage client project plans and lead client calls, serve as the primary contact for clients.
• Support Benefit Consultant and Sr. Benefit Consultant on client accounts and lead standard accounts with minimal guidance.
• Demonstrate proficiency in explaining technical analysis with regards to plan renewal, marketing, budgeting, contribution scenarios and demographic analysis.
• Create client meeting deliverables and actively participate in the meetings.
• Lead and manage the annual client calendar including strategic planning, renewal and marketing processes for clients.
• Attend and conduct client meetings, including renewal and open enrollment.
• Manage escalated and complex client issues with minimal guidance.
• Manage product and carrier implementations.
• Coordinate the management of client technology solutions alongside the EB Systems team, and have basic knowledge of systems and Electronic Data Integration (EDI).
• Develop and deliver communication strategies for clients.
• Responsible for staying abreast of latest compliance and benefit trends.
• Review and oversee outsourced tasks before distribution to the client.
• Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).

Client Manager, Total Rewards – Emerging Market

Account Manager

• Prepare and send renewal solicitations; coordinate client update calls with insurance carriers.
• Assist with marketing contractor renewals and project specific business.
• Prepare client presentation and proposal materials.
• Prepare insurance summaries and confirmations of insurance.
• Input data and information into systems and maintain the accuracy and completeness of policy management systems.
• Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately.
• Prepare invoices and manage tasks related to client billing.
• Perform other duties and assist with special projects as assigned.

Account Coordinator – Construction

• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs.
• Prepare and review client communications and deliverables.
• Manage certificate of insurance process, if necessary.
• Prepare, process, and distribute endorsements and invoices.
• Monitor and resolve billing discrepancies and perform reconciliations.
• Execute consistent and accurate data and information entry and maintenance in various systems including AMS, SharePoint, etc.
• Execute consistent and accurate database and document management processes and workflows.
• Coordinate and own the renewal process workflow for successful, timely execution.

Account Coordinator – Small Business

• 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 Account Coordinators and Account Assistants.
• 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)
• Perform other duties and special projects as assigned.

Account Manager – Construction

• Independently manage client relationships and accounts within our industry leading Emerging Risk Group handling venture backed accounts.
• Managing a book of up to $1MM in volume revenue made up of approximately ~85 clients.
• 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 Account Coordinators.
• 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)
• Perform other duties and special projects as assigned.

Account Manager – Emerging Risk

• 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. And all associated deliverables for the client.
• 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 coverage reviews for clients.
• Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
• Perform other duties and special projects as assigned.

Account Manager – Executive Risk

Account Coordinator – Emerging Risk

• Prepare and send renewal solicitations; coordinate client update calls with insurance carriers.
• Assist with marketing contractor renewals and project specific business.
• Prepare client presentation and proposal materials.
• Prepare insurance summaries and confirmations of insurance.
• Input data and information into systems and maintain the accuracy and completeness of policy management systems.
• Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately.
• Prepare invoices and manage tasks related to client billing
• Perform other duties and assist with special projects as assigned.

Account Coordinator – Commercial Risk

Account Executive

• Manage and retain client relationships as a consultative 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.
• Staying up to date with FDA news, regulations and biotechnology industry trends that directly, or indirectly impact our clientele.
• Partner with production teams to establish and maintain aligned service offerings and delivery of client needs.
• Independently prepare for, plan and conduct client meetings, including Renewal Strategy, Proposal and/or Client Stewardship.
• Brokering and negotiating insurance lines of coverage, including complex Products Liability placements, 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.

Senior Account Executive – Life Sciences

• Prepare and review client communications and deliverables.
• Manage certificate of insurance process, if necessary.
• Prepare, review, and distribute policies, endorsements and invoices.
• Monitor and resolve billing discrepancies and perform reconciliations.
• Execute consistent and accurate data and information entry and maintenance in various systems including proprietary Agency Management System and SharePoint.
• Execute consistent and accurate database and document management processes and workflows.
• Coordinate and own the renewal process workflow for successful, timely execution.
• Assist in the preparation and distribution of client deliverables.
• Perform other duties and special projects as assigned.