Account Executive - Financial Institutions

United StatesHybrid

Responsibilities

Develop the team service strategy, plan and processes to meet client needs.
- Manage preparation of new business RFP’s; market new and renewal accounts; develop and manage service calendars and prepare presentations for new clients.

- Exceptional time management skills and the ability to navigate demanding schedules, priorities and volumes.
PREFERRED KNOWLEDGE, SKILLS AND ABILITIES: - Advanced knowledge of Microsoft Office and its complex features. - Thrives working with others in a fast paced environment. - Excellent management skills.
Ability to train, delegate, provide oversight and give feedback.

WHAT YOU’LL BE RESPONSIBLE FOR: - Manage client relationships accounts up to $2-4MM in volume revenue.
QUALIFICATIONS: - Minimum of 5+ years of Directors & Officers insurance experience is required.
REQUIRED CERTIFICATES, LICENSES, REGISTRATION: - Resident Property and Casualty Insurance License is required.
The pay range for this position in California, Washington, Colorado and New York at commencement of employment is expected to be between $100,800 and $157,500/yr; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.
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

Newfront (a WTW company) embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.
SUMMARY: This position is responsible for development, communication, and service needs for our client companies and for retaining large, complex accounts through relationship management.
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 Sr. Account Executive and Team Lead and is a salaried, exempt and full-time role.
May require seasonal or intermittent traveling to visit clients, prospects and insurers.
This is a US-remote or hybrid role with the option to work from any of Newfront's office locations.
- Independently prepare for, plan and conduct client meetings.