Account Executive - Financial Institutions

Account Executive - Financial Institutions 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. WHAT YOU’LL BE RESPONSIBLE FOR: - Manage client relationships accounts up to $2-4MM in volume revenue. Develop the team service strategy, plan and processes to meet client needs. - 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 and industry activities. - Act as team or subject matter expert and specialized 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. - Provide training to Account Managers. - May manage Account Managers, Account Coordinators and/or entire teams. - Perform other special projects as assigned. QUALIFICATIONS: - Minimum of 5+ years of Directors & Officers insurance experience is required. - Excellent negotiation and communication skills: written, public speaking and presentation preparation. - Professional composure and exceptional customer service skills, diplomacy, professionalism and tact. - Ability to be resourceful, take initiative, solve problems, create solutions and direct process improvements. - 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: - 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. REQUIRED CERTIFICATES, LICENSES, REGISTRATION: - Resident Property and Casualty Insurance License is required. The pay range for this position in California, Washington, Colorado ... (truncated, view full listing at source)