Newfront

Account Manager

• 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 Solutions

• Manage client relationships and develop team service strategy, plan and processes to meet client needs. Provide client advocacy as primary point of contact.
• Independently prepare for, plan and conduct client meetings.
• 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.
• Partner with production teams to establish and maintain aligned service offerings and delivery of client needs.
• Participate in carrier activities.
• Perform as team or 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.
• 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)
• Other tasks, duties or special projects as assigned.
• Requires seasonal or intermittent travelling to visit clients and prospects.

Senior Account Manager – Construction

• Independently manage client relationships and accounts handling venture-backed accounts
• Act as the primary client point of contact for providing day-to-day service
• Develop, analyze, and implement competitive insurance programs
• Manage the onboarding process of new clients and the marketing process for prospect companies
• Perform thorough contract reviews and maintain current files

Account Manager – Emerging Risk

Client Partner

• Providing day-to-day support to clients by delivering a tailored combination of employee benefit solutions, communication strategies, and service administration through in-country broker partnerships.
• Build relationships with clients and carrier partners.
• Serve as the primary contact for clients and support Consultants on the team with client accounts.
• Manage client deliverables, open items, participate in meetings and from time to time, lead client calls.
• Manage the annual client renewal calendar.
• Manage escalated and complex client issues with minimal guidance.
• Manage policy implementations.
• Coordinate the management of client technology solutions alongside the Total Rewards Technology team and have basic knowledge of systems.
• Develop and deliver employee communications for clients.
• Responsible for staying abreast of regulatory changes and trends worldwide and ensuring client notices are sent in a timely manner.
• Review and oversee outsourced tasks.
• Provide training within the team as needed.
• Other tasks, duties or special projects as assigned.

Global Client Manager

• Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervise 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
• Develop, analyze, and implement competitive insurance programs and provide alternatives for client consideration
• Prepare market and quote rates for renewals and new business
• Manage 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 files and prepare policy renewal questionnaires, recommending coverage enhancements
• Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy
• Compile and organize client information for new, renewal, cancellation and endorsements
• Perform thorough contract reviews for clients
• Perform database file management and maintain documents in agency management systems
• Provide training to Account Coordinators and may manage Account Coordinators and Account Assistants
• Perform other duties and special projects as assigned

Account Manager, Construction

• Coordinate the internal service process for assigned middle-market, general business commercial property and casualty clients
• Prepare and review client communications and deliverables
• Manage endorsement and certificate of insurance processes
• Manage outsourcing workflows (certificates, auto ID cards, policy checking, MVRs)
• Prepare, process and distribute endorsements and invoices
• Monitor and resolve billing discrepancies and perform reconciliations
• Maintain accurate data and documents in Navigator platform
• Coordinate and own the renewal process for timely execution
• Assist in preparation and distribution of client deliverables
• Manage up to five client customers and partner with Account Managers
• Report to the Sr. Account Executive - Team Lead
• Perform other duties and special projects as assigned

Senior Account Coordinator - Commercial Risk

• Provide administrative support to the Cyber Risk team, including the cyber placement team, cyber claims, the Newfront account teams and producers
• Prepare pre-renewal decks, quote comparisons, renewal proposals, and carrier follow ups
• Update market summary and account renewal reports and provide marketing advisors with administrative support
• Review applications and supplementals for completion and flag gaps or unclear responses
• Support placement team efforts with limit-adequacy analyses by running benchmarking and ground-up analyses
• Prepare and review client communications and deliverables
• Execute consistent and accurate database and document management processes and workflows
• Perform other duties and special projects as assigned
• Report directly to the Cyber Team Leader
• Hybrid role with option to work from Newfront offices; seasonal/intermittent client travel required

Account Coordinator – Cyber

• Build strategic relationships with Mid-Market and Large Group (over 250+ lives) clients and carrier partners
• Manage Mid-Market client project plans and lead client calls; serve as the primary contact for clients
• Support Benefit Consultant and Sr. Benefit Consultant on Mid-Market client accounts and lead standard accounts with minimal guidance
• Demonstrate proficiency in explaining technical analysis for plan renewal, marketing, budgeting, contribution scenarios and demographic analysis
• Create client meeting deliverables and actively participate in meetings
• Lead and manage the annual client calendar including strategic planning, renewal and marketing processes
• 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 management of client technology solutions alongside EB Systems and maintain basic EDI knowledge
• Develop and deliver communication strategies for clients and stay abreast of compliance and benefit trends
• Review and oversee outsourced tasks and conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA)
• Salaried, exempt, full-time role reporting to Manager, Client Services; US Hybrid-role based in Irvine, CA (Pacific Time Zone)

Senior Client Manager, Total Rewards

• Independently manage client relationships and accounts of advanced complexity and requirements
• Perform program comparison and form review in partnership with Account Executive(s)
• Prepare for, manage and conduct strategy renewal meetings with clients
• Act as primary client point of contact for day-to-day service and client questions
• Develop, analyze, and implement competitive insurance programs; prepare market and quote rates for renewals and new business
• Manage onboarding process of new clients and 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, quotes, proposals, or service accounts
• Maintain files, prepare policy renewal questionnaires, recommend coverage enhancements, and review commercial insurance applications for accuracy
• Compile and organize client information to process new, renewal, cancellation and endorsements; oversee internal account billing schedules
• Perform thorough contract reviews for clients
• Manage database file input and maintain documents in agency management systems
• Provide training and mentorship to Account Coordinators
• Perform other duties and special projects as assigned