Client Service Associate

A bit about Newfront:

From the Mayflower to the moon landing, every venture relies on insurance. The $1 trillion insurance industry is fundamental to our economy, but it has been slow to modernize. It's a fragmented market (where the largest player only holds a single-digit market share) that represents an enormous opportunity. At Newfront, we provide comprehensive risk management powered by advanced technology and a client-obsessed culture.

Our unique approach recognizes both the vast potential of technology and the fundamental role of expert advice and trusted relationships. While we're a technology-driven company, we believe that people matter most. Our mission is to define the future of the insurance industry by leveraging modern technology that empowers people with information and delivers world-class service to our clients.

We're the fastest-growing brokerage in the country because we're built for the 21st century.

Why we're looking for someone like you:

A bit about Newfront:

From the Mayflower to the moon landing, every venture relies on insurance. The $1 trillion insurance industry is fundamental to our economy, but it has been slow to modernize. It's a fragmented market (where the largest player only holds a single-digit market share) that represents an enormous opportunity. At Newfront, we provide comprehensive risk management powered by advanced technology and a client-obsessed culture.

Our unique approach recognizes both the vast potential of technology and the fundamental role of expert advice and trusted relationships. While we're a technology-driven company, we believe that people matter most. Our mission is to define the future of the insurance industry by leveraging modern technology that empowers people with information and delivers world-class service to our clients.

We're the fastest-growing brokerage in the country because we're built for the 21st century.

The onboarding and conversion team is responsible for moving the book of business for an incoming producer to Newfront. The conversion team starts working with the Producer on Day 1 and supports the Producer through the entire book conversion process. This is a high-impact, high visibility, revenue-driven role and an excellent opportunity for someone who wants more executive exposure, project management experience and enjoys interacting with producers. You will own the end-to-end conversion experience for a newly onboarded producer and ensure complete transparency and accountability during this process.

Responsibilities

• Communicate with external and internal parties to appropriately move the business over to Newfront
• Generate and dispatch Broker of Record letters using DocuSign to clients and carriers to streamline the transition experience
• Follow up with the carriers and wholesalers on the status of BOR requests and resolve any blockers.
• Keep the carrier Broker of Record guide updated with any changes.
• Connect with Brokers to plan around their transition and meet expectations with both clients and insurance providers
• Regularly review emails and update the dashboard with the BOR status
• Operate out of our Dashboard and Salesforce service cloud to mark the completion of steps.
• Project management & advanced organizational skills - coordinate many moving parts and communicate on a high level with leadership and other stakeholders.
• Document and improve workflows

Requirements

• Excellent written and verbal communication skills
• Excellent attitude and positive energy
• B.A. or B.S. degree
• Insurance (P&C) experience is a plus

Benefits

• Competitive compensation
• Stock Options
• 100% employer-covered Medical and Dental
• Unlimited PTO
• 401k Employee Contribution Program
• Newfront is an equal opportunity employer — we celebrate diversity and are committed to creating an inclusive environment for all employees.

Newfront provides reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at recruiting@newfront.com.

Newfront is an equal opportunity employer — we celebrate diversity and are committed to creating an inclusive environment for all employees.

Newfront provides reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at recruiting@newfront.com.