What are the responsibilities and job description for the Senior Account Manager position at Newfront?
This position is a salaried, exempt and full-time role and will be reporting to the Team Lead- Senior Account Executive. May require seasonal or intermittent traveling to visit clients, prospects and insurers. This is a hybrid role working from one of Newfront's San Francisco Bay Area or southern California offices.
What You’ll Be Responsible For:
Independently manage client relationships and accounts of advanced complexity and requirements.
Perform program comparison and form review, in partnership with Account Executive(s).
Independently prepare for, manage and conduct strategy renewal meetings with clients.
Act as primary client point of contact to provide day-to-day service by responding to client questions and requests.
Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business.
Manage the onboarding process of new clients.
Manage the marketing process for prospect companies.
Prepare and review client communications and finalize for delivery.
Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.
Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.
Compile and organize all client information necessary to process new, renewal, cancellation and endorsements and ability to assess and oversee internal account billing schedules and discrepancies.
Perform thorough contract reviews for clients.
Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
Provide training and mentorship to Account Coordinators.
Perform other duties and special projects as assigned.
Qualifications:
Minimum of 8+ years of brokerage experience is required.
Exceptional communication skills: written, public speaking and presentation preparation.
Exceptional telephone etiquette and customer service skills, diplomacy, professionalism and tact.
Advanced knowledge of Microsoft Office and its complex features.
Ability to be resourceful, take initiative, solve problems, offer solutions and make process improvements.
Works well with others in a fast paced environment and is responsive to co-workers and colleagues. Ability to train, delegate, provide oversight and give feedback.
Adaptability and flexibility to address issues and client needs.
Excellent time management skills.
Ability to learn and adopt and train use of technology systems and software applications.
Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines.
Intermediate strategic project planning including extended time management.
Ability to forge relationships and build trust.
Certificates, Licenses, Registration:
Property and Casualty Insurance license is required.
Salary : $87,000 - $121,000
