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Account Manager - Financial Institutions



Accounting & Finance, Sales & Business Development
United States · Remote
Posted on Thursday, May 9, 2024
Insurance is a trillion dollar market that is fundamental to society, yet it has not modernized — until now.
Newfront is building the modern insurance experience.
We've reimagined the experience for clients, prospects, and employees, altering the way people create, understand, select, transact, and use insurance. We're changing the approach so that it starts and ends with the client, not the product, and empowering people for moments that matter.
Our unique approach recognizes both the vast potential of technology and the fundamental role of insurance experts. We're a technology-driven company with DE&I in our DNA and strong values; we believe people matter most.
Our mission is to define the future of the insurance industry, while instilling a high performance culture in combination with living our Work, Love, Play ethos each day. We value balanced lives and are passionate about creating a culture of wellness that results in healthier, happier, and more productive employees, and more successful clients.
SUMMARY: This position is responsible for managing the service process for assigned commercial property and casualty clients in the Financial Institutions industry vertical.
FROM THE TEAM: We are a smart, dynamic, fast-growing and fun-loving group privileged to be working with some of the most innovative companies around the world. We provide risk management guidance to companies primarily engaged in the Financial Institution and Fintech industry segments. We encourage challenging the way things have always been done and finding new solutions for client consideration. We enjoy promoting from within whenever possible and look for Professional development opportunities for our team to take advantage and provide time and funding for courses and seminars to do so.
This position will report to the SVP, Sr. Account Executive and Team Lead. This is a salaried, exempt and full-time role. This is a US based hybrid or remote role, with the option to work from any of Newfront's office locations. Will be considered hybrid if living within 25 miles of a Newfront office location. #LI-Remote

What You’ll Be Responsible For:

  • Independently manage onboarding of new clients and client relationships.
  • Act as first and primary client point of contact during the onboarding process.
  • Provide day-to-day service by responding to client questions and requests through the onboarding process.
  • 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.
  • Perform thorough contract reviews for clients.
  • Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
  • Provide mentoring and training as appropriate to Account Coordinators.
  • May manage Account Coordinators and Account Assistants.
  • Perform other duties and special projects as assigned.


  • Excellent communication skills: written, public speaking and presentation preparation.
  • Professional composure and exceptional customer service skills, diplomacy, professionalism and tact.
  • Advanced knowledge of Microsoft Office and its complex features.
  • Ability to be resourceful, take initiative, solve problems, create solutions, and direct process improvements.
  • Works well with others in a fast paced environment and be responsive to co-workers and colleagues.
  • Ability to train, delegate, provide oversight and give feedback.
  • 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.
  • Ability to review internal/external deliverables to ensure accuracy.
  • Intermediate project planning and management.
  • Ability to forge relationships and build trust.

Preferred Knowledge, Skills and Abilities:

  • Minimum of 3 to 5 years of brokerage experience.
  • Property and Casualty insurance experience required.
  • Executive Risk Insurance a plus.

Required Certificates, Licenses, Registration:

  • Property and Casualty Insurance license required.
At Newfront, we are committed to hiring diverse talent and supporting an inclusive workplace environment. If you are excited about a role at Newfront but feel you’re missing a few of the qualifications, we still encourage you to apply and tell us about yourself. You may just be the next Newfront team member that we are looking for!
Newfront is proud to be an equal opportunity workplace. Diversity is in our DNA and we believe that creating an inclusive workplace elevates the value we are able to bring to our customers and employees alike. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law.
If you require reasonable accommodations throughout the application or interview process, please contact us at careers@newfront.com. For information regarding how Newfront collects and uses personal information, please review our Privacy Policy.