• Locations
    • United States
    • Remote
  • Date Posted
  • Dec. 15, 2021
  • Function
  • Technical & Customer Support
  • Sector
  • Fintech

At Newfront, we’re building the modern insurance experience. By relying on our strengths as an industry-leading professional operation and an industry-leading business operations and technology company, we will address and solve these challenges. We are transforming the delivery of risk management, employee experience, insurance, and retirement solutions through our tech-enabled, full-service brokerage.

Driving our ambition is a simple but powerful culture. We’ve created something special; an innovative company with a fulfilling and award-winning culture based on Diversity, Equity, and Inclusion and the core tenets of Work, Love, and Play.

We believe in empowering people, from our clients to our team members. We value balanced lives and are passionate about creating a culture of wellness that results in healthier, happier, more productive employees, and more successful clients.

SUMMARY: This position is responsible for assisting Newfront employee benefits small group clients on a day-to-day basis by servicing them with the optimal combination of employee benefit programs, communication, and service administration to help them achieve their business goals. Your exceptional communication skills help you connect with clients by email and phone - quickly establishing trust and rapport.

FROM THE TEAM: Our team is looking for someone who is driven, enjoys a fast-paced environment, can think quickly on their toes, likes to take initiative to gets things done and be a critical thinker to help improve processes. Exciting aspects of the role include client variety you’ll be working and interacting with, the opportunity to grow, develop and innovate. As a Client Manager for Advanced Professionals, the Wholesale Division of Newfront, and one of the most visible roles at the company, each day will bring new and unique opportunities to serve small group clients and improve their customer experience. If you have a “can do” attitude and like to find solutions and streamline processes, this is the role for you!

General information

  • This position is a salaried, exempt and full-time position.
  • This position is remote and/or option to work from any Newfront office location. #LI-Remote
  • This position reports to: Senior Manager of Client Services.

What you’ll be doing

  • Assisting the team as needed, especially during the renewal seasons.
  • Build relationships with small group (2-100 lives) clients and carrier partners.
  • Serve as the primary contact for Advanced Professional Managed Services clients and their supported books of business.
  • Manage client project plans and leading client calls for small group.
  • Assist with client meeting deliverables and actively participate in the meetings.
  • Supporting operational relationships with carriers, third-party administrators, and other stakeholders.
  • Manage the annual client calendar including renewal and marketing processes for small group clients.
  • Assist in managing wholesale account and retail account client renewal cycles.
  • Conduct small group client open enrollment meetings.
  • Manage escalated and complex small group client issues with minimal guidance.
  • Manage product and carrier implementations.
  • Coordinate the management of client technology solutions alongside the EB Technology team and have basic knowledge of systems.
  • Review and contribute to small group client communications.
  • Responsible for staying abreast of latest compliance and benefit trends.
  • Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
  • Review and oversee outsourced tasks before distribution to the client.
  • Assisting the team as needed, especially during the renewal seasons.
  • Other tasks, duties or special projects as assigned.

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

What you bring to the table

  • Excellent communication skills: written, public speaking and presentation preparation.
  • Critical thinking of current processes for improvement or rebuild.
  • Excellent customer service skills, professionalism, and tact.
  • Proficient knowledge and use of Microsoft Office and advance complexities of features.
  • Ability to be resourceful, take initiative, solve problems, and offer solutions.
  • 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 address issues and respond to client needs.
  • Excellent time management skills and ability to manage competing priorities and high volumes.
  • Ability to learn and adopt use of technology systems and software applications.
  • Ability to multi-task, understand urgency and deal with changing priorities and deadlines.
  • Proficient at project planning and management.
  • Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.

Education and experience

  • Bachelor’s degree preferred.
  • Minimum of 3-5 years of work experience.
  • Benefits experience required.
  • Independently manage accounts and support complex accounts with guidance from client lead.
  • Strong understanding of industry knowledge and the ability to analyze data.

Certificates, licenses, registration

CA Department of Insurance Life License (required or completed within 1 month of start date).

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Requires moderate to long periods of time sitting at a desk, using computer monitor and keyboard, speaking on the phone, etc.
  • Requires short to moderate (intermittent) periods of time standing or walking, often to and from meetings that require sitting.
  • Requires very occasional lifting of objects (mostly documents, lap top equipment, etc.) that weigh fewer than 20 pounds.
  • Newfront is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Newfront provides reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at recruiting@newfront.com.

NOTE:  The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.