Employee Benefits Senior Client Representative

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 providing professional administrative support for the account management team to deliver great work to the client consistently and efficiently. You have strong organizational and interpersonal skills, ability to support all of the day-to-day account activities, and partner with the account management team to ensure that all client initiatives are executed precisely and flawlessly.

FROM THE TEAM: We support one another to help each other grow and to be sure we succeed together in supporting our clients - We are a TEAM. We make a difference on a daily basis by providing exceptional service to our clients and their employees. What's exciting about this position is the variety in the work. No client is the same, so you cannot expect the same resolution will yield the same results each time. Every day provides the opportunity to learn something new, try new things, and have fun! Our best employee in this role has the willingness to learn, attention to detail, ability to meet deadlines, and is dependable.

General information

• This position is an hourly, non-exempt, full-time role.
• This position may be located at any Newfront office and/or option to be remote.
• This position reports to the Client Support Service Lead.

What you'll be doing

• 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.

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

• Solid communication skills: written, public speaking and presentation preparation.
• Excellent telephone etiquette for customer service environment including listening without interrupting, using a clear and audible voice and responding calmly and professionally.
• Basic knowledge and use of standard features Microsoft Office.
• Ability to ask questions and use resources and tools.
• 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.
• Solid time management skills and ability to manage competing priorities and high volumes.
• Ability to learn and adopt use of technology systems and software applications.
• Good organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
• Ability to review internal/carrier deliverables to ensure accuracy.
• Ability to maintain project plans and meet project deadlines.
• Ability to forge relationships and build trust with clients, carriers and colleagues.
• Strong sense of curiosity and willingness to learn industry knowledge and trends.

Education and experience

• Minimum of 1 year of work experience.
• Benefits experience preferred.

Certificates, licenses, registration

• CA Department of Insurance Life License (required or completed within 3-6 months of start date).
• 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.