Newfront is building the modern insurance experience, reimagining the way people create, understand, select, transact, and use insurance. The company values diversity, inclusion, and a high performance culture, and is committed to hiring diverse talent and supporting an inclusive workplace environment.
Requirements
- Deliver best in class client service
- Independently manage a minimum of seventy-five (75) accounts
- Anticipate client needs. Drive retention and identify opportunities for up-sell
- Build strong relationships with primary client contacts
- Ensure day-to-day needs are met. Conduct regular check-in meetings with clients
- Prepare regular investment plan review materials
- Partner with producer to define agendas; coordinate required materials
- Take ownership for accuracy and completeness of overall client documentation (ex: meeting minutes, amendments, etc.)
- Ensure all tasks are completed in a timely manner
- Elevate the end-to-end client experience
- Manage client project plans and lead client calls
- Coordinate vendor, internal, and client resources to ensure successful operation of retirement plans, including plan amendments, plan operations, and compliance tasks
- Take ownership of situation and exercise discretion in determining the appropriate escalation protocol
- Be a master collaborator
- Collaborate cross functionally to ensure successful execution of client deliverables and target Service Level Agreements (SLAs)
- Be a team player and contribute to a culture of growth
- Proactively identify challenges and opportunities for improvement
- Develop and implement strategies to optimize team performance and achieve client success
- Collaborate with other Account Manager and Account Executives on improvements to elevate clients' experience
- Share best practices and ways to contribute to team success
- Keep your finger on the pulse of the retirement industry
- Learn the retirement plan business and find ways to become a client service expert
- Work with vendors to stay current and strategic regarding services, pricing, capabilities, etc
Benefits
- 401(k) eligibility
- Paid time off benefits (vacation, sick time, parental leave)
- Medical benefits
- Financial benefits
- Discretionary awards
