Senior Account Manager

2 weeks ago

Remote, Oregon, United States Newfront Insurance Full time

SUMMARY: Responsible for managing the internal service process and relationships for assigned property and casualty client companies on our Life Sciences Team.

FROM THE TEAM: The Life Sciences Team is committed to providing the best service and solutions to our clients. We are a close-knit team that truly believes "Teamwork makes the dream work" The clients that we support all have the common goal of trying to make the world a better place, and, as a member of this team, you have the opportunity to be a small part of helping to achieve that end goal. We are looking for hard-working, strategic, self-motivated, organized, and fun people to join our team. Come join us

This position is a salaried, exempt and full-time role. May require seasonal or intermittent traveling to visit clients, prospects and insurers. This is a hybrid/remote role (within the USA). Will be considered hybrid if living within 25 miles of a Newfront office location. #LI-Remote

What You'll Be Responsible For:

  • Manage client relationships and develop team service strategy, plan and processes to meet client needs. Provide client advocacy as primary point of contact.
  • Independently prepare for, plan and conduct client meetings.
  • Manage preparation of new business RFP's; market new and renewal accounts; develop and manage service calendars and prepare presentations for new clients.
  • Provide strategic management new and renewal business risk identification and program design (including contract and claims history review.)
  • Participate in prospecting activities to both identify and close new business.
  • Partner with production teams to establish and maintain aligned service offerings and delivery of client needs.
  • Participate in carrier activities.
  • Perform as team or subject matter expert and advanced resource. Keep abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies or products.
  • Perform thorough contract reviews for clients.
  • Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
  • May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs)
  • Other tasks, duties or special projects as assigned.
  • Requires seasonal or intermittent travelling to visit clients and prospects.

Qualifications:

  • Excellent negotiation and communication skills: written, public speaking and presentation preparation.
  • Professional composure and exceptional customer service skills, diplomacy, professionalism and tact.
  • Advanced knowledge of Microsoft Office Suite and G Suite, and their complex features.
  • Ability to be resourceful, take initiative, solve problems, create solutions and direct process improvements.
  • Thrives working with others in a fast paced environment.
  • 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.
  • Advanced at multiple and strategic project planning including extended time management.
  • Ability to forge relationships and build trust.

Preferred Knowledge, Skills and Abilities:

  • Property and Casualty insurance experience required.
  • Minimum of 5 years of insurance brokerage experience.
  • Middle to large market risk management experience focused on Life Science clients preferred.

Required Certificates, Licenses, Registration:

  • Property and Casualty Insurance license required.

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