Total Rewards – Senior Client Manager
Employee Benefits
Posted on 3/26/2024
Newfront Insurance

201-500 employees

Newfront is the modern commercial insurance brokerage.
Company Overview
Newfront's mission is to supercharge insurance professionals with technology. The company is building a technology-enabled insurance brokerage.
Financial Services
Consulting
Data & Analytics

Company Stage

Series D

Total Funding

$310.1M

Founded

2017

Headquarters

San Francisco, California

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-4%

2 year growth

11%
Locations
Remote in USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Public Speaking
Marketing
Customer Service
CategoriesNew
Sales & Account Management
Customer Success Management
Strategic Account Management
Requirements
  • Minimum of 4-7 years of employee benefits experience in a brokerage setting supporting clients ranging from 100-500 + lives.
  • Deep understanding of insurance industry knowledge.
  • Experience with Funding options - specifically self-funding knowledge.
  • Exceptional communication skills: written, public speaking and presentation preparation.
  • Outstanding customer service skills, diplomacy, professionalism, and tact.
  • Ability to analyze data, adopt use of new technology systems and software applications, including advanced proficiency in Microsoft Office.
  • Ability to be resourceful, take initiative, solve problems, offer solutions, and make process improvements.
  • 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 proactively address issues and client needs.
  • Ability to multi-task, understand urgency and deal with changing priorities and deadlines.
  • Skilled at strategic project planning including time management.
  • Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.
  • Independently manage accounts and support complex accounts with minimal guidance from Client Services Director.
  • CA Department of Insurance Life License required.
Responsibilities
  • Build strategic relationships with Mid-Market & Large clients (100-500 + lives) and carrier partners.
  • Manage client project plans and lead client calls, serve as the primary contact for clients.
  • Support the Business Consultant and Sr. Business Consultant on client accounts and lead standard accounts with minimal guidance.
  • Demonstrate proficiency in order to explain technical analysis with regards to plan renewal, marketing, budgeting, contribution scenarios and demographic analysis.
  • Create client meeting deliverables and participate in the meetings.
  • Lead and manage the annual client calendar including strategic planning, renewal and marketing processes for clients.
  • Attend and conduct client meetings, including renewal and open enrollment.
  • Manage escalated and complex client issues with minimal guidance.
  • Manage product and carrier implementations.
  • Coordinate the management of client technology solutions alongside the EB Systems team, and have basic knowledge of systems and Electronic Data Integration (EDI).
  • Develop and deliver communication strategies for clients.
  • Responsible for staying abreast of latest compliance and benefit trends.
  • Review and oversee outsourced tasks before distribution to the client.
  • Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
  • May train the next level down (i.e. Sr. Client Manager may train Client Manager).