Account Executive – Financial Institutions

🕒 il y a 2 mois

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Recevoir des emails pour des emplois à distance

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Newfront

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 2017

📋 Conformité

Insurance • Technology • Compliance

Newfront est un courtier d'assurance moderne qui combine une expertise élite avec une technologie de pointe pour transformer la gestion des risques, les assurances professionnelles, les récompenses totales et les services de retraite. L'entreprise soutient ses clients avec une grande variété de produits et services d'assurance, y compris l'assurance professionnelle, les avantages sociaux et les services RH. Newfront est reconnu pour fournir des orientations essentielles sur les tendances du marché, utilisant l'intelligence de marché basée sur les données et des analyses prédictives, et développant des solutions technologiques basées sur l'IA pour améliorer l'expérience client. Avec des centaines de courtiers et d'équipes de service expérimentés, Newfront opère selon un modèle axé sur le client, visant à promouvoir la transparence, la commodité et des résultats optimisés. La société sert également des clients dans divers secteurs et se spécialise dans les solutions technologiques, de conformité et de cybersécurité.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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