Newfront

Account Executive, Private Company

Newfront

Remote job description

At Newfront, we're building the modern insurance experience. By relying on our strengths as an industry-leading professional operation and an industry-leading business operations and technology company, we will address and solve these challenges. We are transforming the delivery of risk management, employee experience, insurance, and retirement solutions through our tech-enabled, full-service brokerage.

Driving our ambition is a simple but powerful culture. We've created something special; an innovative company with a fulfilling and award-winning culture based on Diversity, Equity, and Inclusion and the core tenets of Work, Love, and Play.

We believe in empowering people, from our clients to our team members. We value balanced lives and are passionate about creating a culture of wellness that results in healthier, happier, more productive employees, and more successful clients.

SUMMARY: This position is within Newfront's Executive Risk Solutions (ERS) team which specializes in Directors and Officers and Employment Practices Liability Insurance. The position will have direct client service responsibilities working with a broad range of clients including complex private company clients and prospects on management liability products. The position coordinates with producers to address customer needs, including technical counsel and carrier negotiations.

FROM THE TEAM: The Executive Risk Solutions team is dedicated to excellence in everything that we do and we are committed to working together as partners in delivering what our clients need and want. This role is an excellent opportunity to be part of a team of D&O experts and to be a key contributor to our team's growth and success. We are looking for inquisitive, strategic, self-motivated, organized, and fun people to join our team. Come play with us!

General information

  • This position is a salaried, exempt, and full-time position.
  • This position will be based in Newfront's San Francisco office and/or may be remote. #LI-Remote
  • This position reports to: ERS, Private Company Team Lead.

What you'll be doing

  • Responsible for managing assigned book of business to established best practices.
  • In coordination with producers, cultivate relationships with new customers and enhance relationships with existing clients to drive new business opportunities. Create cross-selling opportunities by recommending other Newfront services and/or additional policies.
  • Negotiate cutting edge coverage provisions and help the client to understand how such modifications impact their scope of coverage.
  • Create professional materials to aid in client service, including PowerPoint presentations and email summaries that are concise, easy to understand and help clients with their decision making.
  • Attend and lead client meetings.
  • Perform coverage analysis of expiring or competitors' placements to determine areas for improvement.
  • Keep abreast of changing market, coverage, and exposure developments and their impact on clients as well as write blogs and/or articles on such topics.
  • Learn and adapt quickly to new products and industries.
  • Perform other special projects as assigned.

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

What you bring to the table

  • Excellent analytical skills and strategic thinker.
  • Strong technical understanding of management liability insurance coverage.
  • Able to multi-task efficiently in high volume environment and to be flexible with ever-changing priorities and deadlines.
  • Must work well with others in a collaborative, fast-paced, customer service-oriented environment and be responsive to clients and colleagues.
  • Able to work independently with minimal supervision.
  • Possess strong organizational skills and attention to detail.
  • Exceptional verbal and written communication, sales and negotiating skills.
  • Proficiency in Microsoft Office products such as PowerPoint, Word and Excel and the Internet. Ability to learn and implement other programs quickly and efficiently.

Education and experience

  • Bachelor's degree preferred.
  • Minimum 5 years of industry experience (specifically with negotiation, placement and presentation of private company D&O and related management liability coverages).
  • Knowledge of management liability products for privately held companies required.

Certificates, licenses, registration

CA Department of Insurance Property & Casualty License.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Requires moderate to long periods of time sitting at a desk, using computer monitor and keyboard, speaking on the phone, etc.
  • Requires short to moderate (intermittent) periods of time standing or walking, often to and from meetings that require sitting.
  • Requires occasional lifting of objects (mostly documents, lap top equipment, etc.) that weigh fewer than 20 pounds.
  • Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients so they can focus on building success.
  • 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.

NOTE: The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.




Summary
Company name: Newfront
Remote job title: Account Executive, Private Company

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