Account Executive – Financial Institutions

🕒 April 11

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Newfront

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2017

📋 Compliance

Insurance • Technology • Compliance

Newfront is a modern insurance brokerage that combines elite expertise with cutting-edge technology to transform risk management, business insurance, total rewards, and retirement services. The company supports clients with a wide variety of insurance products and services, including business insurance, employee benefits, and HR services. Newfront is known for providing critical guidance on market trends, using data-driven market intelligence and predictive analytics, and developing AI-enabled technology solutions to enhance the client experience. With hundreds of veteran brokers and service teams, Newfront operates as a client-first model, aiming to foster transparency, convenience, and optimized outcomes. The company also serves clients across a variety of industries and specializes in technology, compliance, and cybersecurity solutions.

📋 Description

• 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