- Build strategic relationships with clients and carrier partners.
- Serve as the primary contact for clients and support Business Consultant or Sr. Business Consultant on client accounts.
- Manage client project plans and lead client calls.
- Assist with client meeting deliverables and actively participate in the meetings.
- Manage the annual client calendar including renewal and marketing processes for clients.
- Attend and conduct all 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 Total Rewards Technology team and have basic knowledge of systems.
- Develop and deliver communication strategies for clients.
- Responsible for staying abreast of latest compliance and benefit trends.
- Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
- Review and oversee outsourced tasks before distribution to the client.
- May train the next level down (i.e. Client Manager may train Sr. Client Representative and/or Client Representative).
- Other tasks, duties or special projects as assigned.
- Minimum of 3-5 years of insurance industry experience.
- Employee Benefits experience required.
- Exceptional communication skills: written, public speaking and presentation preparation.
- Excellent customer service skills, professionalism, and tact.
- Ability to be resourceful, take initiative, solve problems, and offer solutions.
- Deep understanding of insurance industry.
- Works well with others in a fast-paced environment and be responsive to co-workers and colleagues.
- Capability to project plan, delegate and provide oversight.
- Adaptability and flexibility to address issues and respond to client needs.
- Capacity to analyze data, adopt use of technology systems, and software applications.
- Strength in multi-tasking and understanding urgency by working through changing priorities and deadlines.
- Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.
- Independently manage accounts and support complex accounts with guidance from client lead.
- Life & Health License (required or completed within 1 month of start date). You must be licensed in your home state.
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Total Rewards - San Mateo - Newfront
Description
Total Rewards Client Manager
The Total Rewards Client Manager is responsible for assisting Newfront employee benefits clients on a day to day basis by servicing them with the optimal combination of employee benefit programs, communication, and service administration to help them achieve their business goals. Your exceptional communication skills help you connect with clients by email and phone - quickly establishing trust and rapport.
The team you'd join is fast-paced, technology-driven, and service-oriented. We partner with mid-sized to large clients concentrated in the tech and biotech industry. We are highly motivated, inclusive of everyone, and always open to new ideas. If you're an ambitious and agile self-motivated multi-tasker who's ready to show up with your best self, you'd fit in with us A successful candidate will have strong interpersonal skills and be able to partner with the industry's leading Consultants. You must be technology driven and open to learning new systems. You'll be working with fun, energetic clients, and an expeditious team. Your responsibilities may alter from day-to-day, bringing tremendous growth opportunity. Each client presents different opportunities to provide unique services. We are looking for a partner who thinks outside the box, is skilled at problem-solving, and doesn't mind juggling competing priorities. Newfront and this team believe in accountability and are in this together we work together to see the big picture and get the job done and are not afraid to have fun while doing so
This position is a salaried, exempt and full-time role reporting to the Employee Benefits Service Leader. Requires seasonal or intermittent traveling to visit clients and prospects. This is a US-hybrid role with the option to work on a hybrid basis from Newfront's San Mateo, Walnut Creek, New York, or Boston offices.
What You'll Be Responsible For:
Qualifications:
Required Certificates, Licenses, Registration:
The pay range for this position in California, Washington, Colorado and New York at the commencement of employment is expected to be between $71,400 to $111,500/yr; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including a bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an "at-will position," and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
At Newfront, we are committed to hiring diverse talent and supporting an inclusive workplace environment. If you are excited about a role at Newfront but feel you're missing a few of the qualifications, we still encourage you to apply and tell us about yourself. You may just be the next Newfront team member that we are looking for
Newfront is proud to be an equal opportunity workplace. Diversity is in our DNA and we believe that creating an inclusive workplace elevates the value we are able to bring to our customers and employees alike. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law.
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