Full-Time

Total Rewards – Senior Client Manager

Major Market Team

Posted on 5/28/2024

Newfront Insurance

Newfront Insurance

201-500 employees

Modern insurance brokerage using AI and analytics

Financial Services
Consulting
Data & Analytics

Senior

Remote in USA

Required Skills
Communications
Public Speaking
Marketing
Customer Service
Requirements
  • Minimum of 5-7 years of employee benefits experience in the Mid-Market and Large Group space
  • 5+ years of Employee Benefits experience in a brokerage setting with Mid-Market and Large Group Clients, CA Based clients a plus
  • Exceptional communication skills: written, public speaking and presentation preparation
  • Exceptional customer service skills, diplomacy, professionalism, and tact
  • Ability to analyze data, adopt use of new technology systems and software applications
  • 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 extended time management
  • Ability to forge relationships and build trust with clients, carriers, and internal stakeholders
  • Deep understanding of insurance industry knowledge
  • CA Department of Insurance Life License is required
Responsibilities
  • Build strategic relationships with Mid-Market and Large Group (over 100+ Lives) clients and carrier partners
  • Manage Mid-Market client project plans and lead client calls, serve as the primary contact for clients
  • Support Benefit Consultant and Sr. Benefit Consultant on Mid-Market client accounts and lead standard accounts with minimal guidance
  • Demonstrate proficiency in explaining technical analysis with regards to plan renewal, marketing, budgeting, contribution scenarios and demographic analysis
  • Create client meeting deliverables and actively 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)

Newfront Insurance, a modern insurance brokerage, is an exceptional workplace due to its emphasis on leveraging breakthrough technology and AI-enabled solutions to enhance service quality and operational efficiency. The company's use of predictive analytics to provide data-driven market intelligence positions it as a leader in the insurance industry. Additionally, their commitment to client transparency and convenience through a connected dashboard that offers 24/7 access to insurance programs and benefits plans creates a dynamic and forward-thinking work environment.

Company Stage

Series D

Total Funding

$310.1M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-2%

2 year growth

3%