Newfront

Retirement Services Account Manager

Newfront

Remote job description

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 requires strategic thinking and a persuasive communication style, and will be working directly with clients and internal staff.

FROM THE TEAM: Newfront'S Retirement Services team is among the best in the country, providing advisory services to some of the Bay Area's fastest growing companies. Our team prides itself on enabling each team member to grow and advance in their role, as well as within the organization. Our team also encourages and supports each team member to get involved in corporate and community initiatives unrelated to the role itself. Working in this role means working in a fast-paced environment and collaborating with the team to provide unique and tailored solutions for our client's retirement plan offering . We pride ourselves on our flexibility and ability to customize everything we do for our clients. Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients so they can focus on building success.

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 Account Executive.

What you'll be doing

  • Support the management of a minimum of ten (10) accounts.
  • May independently lead small client accounts.
  • Act as day to day point of contact for clients and respond to inquiries in a timely fashion.
  • Perform special and/or client specific projects.
  • Coordinate, attend, facilitate and lead client meetings throughout the year.
  • Understand and assess the client needs and manage activities with the clients.
  • Assess and prepare the recommendations of prospect clients/vendors for the Account Executives to review and decide on.
  • Manage, train and develop Retirement Services Account Coordinators.
  • Manage and deliver the client educational seminars. Assist and/or facilitate the client education seminars.
  • Perform other duties and 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.
  • Excellent customer service skills, professionalism and tact.
  • Proficient knowledge and use of Microsoft Office and advanced 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 time management.
  • Ability to forge relationships and build trust with clients, carriers and internal stakeholders.
  • Strong understanding of industry knowledge and the ability to analyze data.

Education and experience

  • Minimum of 3 years of work experience.
  • High School Education required.
  • Benefits experience required.

Certificates, licenses, registration

Series 65 License (preferred or completed within 3 months 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.




Summary
Company name: Newfront
Remote job title: Retirement Services Account Manager

Share or copy

Job alerts