Account Manager Public Company Placement

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 assists with the insurance placement process in our Executive Risk Solutions (ERS) team specializing in Directors and Officers, Employment Practice and Fiduciary Liability insurance for publicly-traded companies.

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 Management Liability experts and to be a key contributor to our team's growth and success. We are looking for inquisitive, strategic, self-motivated, organized, and passionate people to join our team.

General information

• This position is a salaried, exempt and full-time position.
• This position can be remote and/or located at our San Francisco office.
• This position reports to: ERS Public Company Team Leader.

What you'll be doing

• Assist Senior Account Executives with their book of business and progressing to manage your own book.
• Develop marketing strategies to address client needs.
• Prepare client presentation and proposal materials including analysis of our clients' risk profiles and performing coverage and policy reviews.
• Negotiate coverage provisions with the markets adhering to Executive Risk Services' standards.
• With oversight from Senior Account Executives, marketing of renewal accounts.
• Participation in client/underwriter presentations.
• May assist managers to train the next level down.
• Perform other duties and assist with 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

• Understanding of public company accounting and technical aspects of D&O, EPL and Fiduciary Insurance contracts. Working knowledge of Crime placements is preferred.
• Ability to multi-task efficiently and to be flexible with ever-changing priorities and deadlines.
• Must work well with others in a fast-paced, customer service-oriented environment and be responsive to co-workers and colleagues.
• Must also work well independently, with minimal supervision and able to take initiative and create solutions.
• Proficiency in Microsoft Office products such as PowerPoint, Word and Excel and the Internet. Ability to learn and implement other programs quickly and efficiently.
• Strong organizational skills and attention to detail.
• Strong analytical and negotiation skills.
• Excellent verbal and written communication skills.
• Active participation as an Newfront team member, suggesting improvements in processes and procedures and ways to make the organization better.
• Ability to forge relationships and build trust.

Education and experience

• Bachelor's degree preferred.
• Minimum of 3 years broker or insurer experience with D&O and related management liability coverage.

Certificates, licenses, registration

CA Department of Insurance Property & Casualty License (required).

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.