
Account Manager – Executive Risk
Newfront
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $76,500 - $119,500 per year
About the role
- 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.
Requirements
- Property and Casualty insurance experience is required.
- Minimum of 3+ years of brokerage and/or underwriting experience is required.
- Excellent communication skills: written, public speaking and presentation preparation.
- Excellent customer service skills, professionalism and tact.
- Advanced knowledge of Microsoft Office and its more complex features.
- Ability to be resourceful, take initiative, solve problems and offer solutions.
- 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 address issues and client needs.
- Excellent time management skills.
- Ability to learn and 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.
- Property & Casualty Insurance License (required to have or obtain within 3 months of starting).
Benefits
- full range of medical benefits
- financial benefits
- various paid time off benefits, such as vacation, sick time, and parental leave
- bonus opportunities
- restricted stock units
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
brokerage experienceunderwriting experienceinsurance program developmentmarket analysispolicy renewal managementcoverage reviewdatabase file managementproject planningproblem solvingmulti-tasking
Soft Skills
communication skillscustomer service skillsprofessionalismresourcefulnessinitiativeadaptabilitytime managementteam collaborationrelationship buildingflexibility
Certifications
Property & Casualty Insurance License