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Employee Benefits
Client Representative
Confirmed live in the last 24 hours
Remote • United States
Experience Level
Desired Skills
Customer Service
Public Speaking
  • Minimum 1-2 years of work experience working in a Employee Benefits space such as Brokerage, Carrier, Vendor, or in Human Resources
  • Solid communication skills: written, public speaking and presentation preparation
  • Excellent customer service in a virtual setting, including listening without interrupting, using a clear and audible voice, and responding calmly and professionally
  • Proficient knowledge and use of Microsoft Office and intermediate complexities of features
  • Ability to learn and adopt use of technology systems and software applications
  • Works well with others in a fast-paced environment and be responsive to co-workers and colleagues. Must also work independently, with minimal direction
  • Adaptability and flexibility to respond to client and team needs
  • Ability to ask questions, take initiative and use resources and tools
  • Solid time management skills and ability to manage competing priorities and high volumes
  • Good organizational skills and attention to detail; ability to screen details and identify potential discrepancies
  • Ability to review internal/carrier deliverables to ensure accuracy
  • Basic project management skills and systems knowledge
  • Ability to forge relationships and build trust with clients, carriers and colleagues
  • Strong sense of curiosity and willingness to learn industry knowledge and trends
  • Benefits experience at a Brokerage a plus
  • CA Department of Insurance Life License (required or completed within 3-6 months of start date)
  • Manage enrollment processing, research and resolve eligibility and enrollment issues
  • Review plan documents and benefit attributes for accuracy and manage them within the internal system
  • Process carrier and client contact changes with carriers and update all internal systems and client facing contact sheets
  • Update client benchmarking reports
  • Request and/or run census reports by pulling manually or requesting from the Technology Team
  • Build and maintain the client benefit portals
  • Process fee billing for non-commissioned based clients and carrier transition/wellness fund accounting
  • Responsible for staying abreast of latest compliance trends and ensuring client notices are sent in a timely manner
  • Perform and/or manage outsourcing of tasks such as billing audits, data entry, SPD wraps and contract reviews
  • Prepare client communications (Open enrollment materials, new hire guides, wallet cards, compliance documents, etc.) using available tools and templates
  • Coordinate health fairs and carrier attendance at open enrollment and health fair meetings
  • General administration and data entry as directed by Client Support Lead
  • Other tasks, duties or special projects as assigned
  • Pacific Time Zone work hours required
Newfront Insurance

501-1,000 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.
Company Core Values
  • Empower people
  • Ambition
  • Question dogma
  • New standards