Newfront

Account Executive – Financial Institutions

Newfront

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $100,800 - $157,500 per year

About the role

  • Manage client relationships accounts up to $2-4MM in volume revenue. Develop the team service strategy, plan and processes to meet client needs.
  • 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 and industry activities.
  • Act as team or subject matter expert and specialized 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 training to Account Managers.
  • May manage Account Managers, Account Coordinators and/or entire teams.
  • Perform other special projects as assigned.

Requirements

  • Minimum of 5+ years of Directors & Officers insurance experience is required.
  • Excellent negotiation and communication skills: written, public speaking and presentation preparation.
  • Professional composure and exceptional customer service skills, diplomacy, professionalism and tact.
  • Ability to be resourceful, take initiative, solve problems, create solutions and direct process improvements.
  • 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.
  • Resident Property and Casualty Insurance License is required.
Benefits
  • medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave)
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Directors & Officers insurance experiencecontract reviewrisk identificationprogram designbusiness RFP preparationservice strategy developmentdatabase file managementpresentation preparationproject planningprocess improvements
Soft Skills
negotiation skillscommunication skillscustomer service skillsproblem-solvingadaptabilitytime managementmulti-taskingrelationship buildingprofessionalismresourcefulness
Certifications
Resident Property and Casualty Insurance License