Newfront is hiring a
Associate Account Manager

Summary

The job is for a Commercial Risk Unit employee in a technology-driven insurance brokerage company, Newfront. The role involves managing client accounts using various systems and software applications. The position requires at least 2 years of insurance brokerage experience, strong communication skills, adaptability, flexibility, and the ability to learn and use technology systems.

Requirements

• Minimum of 2 years of insurance brokerage experience
• Solid communication skills: writing and presentation preparation
• Excellent telephone etiquette and customer service
• Ability to be resourceful, take initiative, and work independently to solve problems
• Works well with others in a fast paced environment and be responsive to co-workers and colleagues
• Adaptability and flexibility to respond to client and team needs
• Strong time management skills
• Ability to learn and adopt and train use of technology systems and software applications
• Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies
• Ability to review internal/external deliverables to ensure accuracy
• Basic project management skills and systems knowledge

Responsibilities

• Learn our proprietary agency management system (Navigator) and manage all workflows in the new and continually developing platform
• Contribute product suggestions and feedback to the service and technology teams while working in Navigator
• Responsible for solely managing some client customers
• Supporting and partnering with Account Managers/Account Executives and providing service with direct and regular client contact for 60-90 clients
• Prepare and review client communications and deliverables
• Independently manage the endorsement process
• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, loss runs and MVRs
• Manage certificate of insurance process
• Prepare, process and distribute endorsements and invoices
• Monitor and resolve billing discrepancies and perform reconciliations
• Execute consistent and accurate data and information entry and maintenance in various systems including Dash, PandaDocs and Indio
• Execute consistent and accurate database and document management processes and workflows
• Coordinate and own the pre-renewal and renewal wrap-up process for successful, timely execution
• Assist in the preparation and distribution of client deliverables
• Contribute to training of newer hires
• Perform other duties and special projects as assigned

Preferred Qualifications

• Commercial insurance experience preferred
• Microsoft Office (Excel, Word, etc.) or Google equivalents

Benefits

• The pay range for this position in California, Washington, Colorado and New York at commencement of employment is expected to be between $50,000 and $83,000/yr; however, base pay offered may vary depending on multiple individualized factors
• The total compensation package for this position may also include other elements, including a bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered
• 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
• 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