Account Manager

Insurance is a trillion dollar market that is fundamental to society, yet it has not modernized — until now.

Newfront is building the modern insurance experience.

We've reimagined the experience for clients, prospects, and employees, altering the way people create, understand, select, transact, and use insurance. We're changing the approach so that it starts and ends with the client, not the product, and empowering people for moments that matter.

Our unique approach recognizes both the vast potential of technology and the fundamental role of insurance experts. We're a technology-driven company with DE&I in our DNA and strong values; we believe people matter most.

Our mission is to define the future of the insurance industry, while instilling a high performance culture in combination with living our Work, Love, Play ethos each day. We value balanced lives and are passionate about creating a culture of wellness that results in healthier, happier, and more productive employees, and more successful clients.

This position is responsible for development, communication, service needs for our Clients, and for retaining high-touch, complex accounts through relationship management.

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.

This position is a salaried, exempt and full-time role.. It is a US Hybrid/Remote role, with the option to work from any of Newfront's offices. #LI-Remote

What you will be doing:

In Sales Delivery -

• Collaborate with producer on sales strategy, key deliverables, and overall relationship approach.
• Coordinate and schedule meetings with key stakeholders. Ensure pre-meeting materials are ready and post-meeting follow-ups are managed.
• Own all key prospect materials. Ensure our best and most current templates are being utilized and manage any adjustments per producer request.
• Own Salesforce pipeline management. Oversee accounts, create opportunities, and manage stages.

In Service -

• Independently service a core book of business including 15-30 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.
• Prepare and conduct regular plan reviews with clients. Partner with producer to define agendas; coordinate required materials.

Become a Consultant -

• Develop as a retirement plan consultant through the sales process.
• Become the lead consultant and independently manage twenty fiveplus (25+) accounts. Anticipate client needs. Drive retention and identify opportunities for up-sell.
• Lead client presentations, understanding the various buyers and personalities in the room to lead the discussion productively, flexing as needed.

Drive Innovation and Excellence accros the team -

• Proactively identify challenges and opportunities for improvement. Develop and implement strategies to optimize team performance and achieve client success.
• Work with vendors to stay current and strategic regarding services, pricing, capabilities, etc.
• Collaborate with other Retirement Services teammates (account executives, conversions, operations, etc) on improvements to elevate clients' experience.

Collaboration for maximum results -

• 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.
• Take ownership for accuracy and completeness of overall client documentation (ex: meeting minutes, amendments, etc). Ensure timeliness.
• 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.
• Other duties and/or responsibilities may be assigned.

What you will bring to the table:

• Excellent communication skills both verbal and written. Ability to communicate across stakeholders and levels. Take complex concepts and articulate simply.
• Excellent customer service skills. High attention to detail and high level of urgency.
• Exceptional time management skills and the ability to navigate demanding schedules, priorities and high volumes.
• Strong ability to partner and collaborate with peers.
• Proficient with MS Office and other productivity related tools. Tech forward with a willingness to learn new
• Thrives at working with others in a fast-paced environment.
• Adaptability and flexibility to proactively anticipate and address issues and client needs.
• Ability to learn and adopt use of technology systems and software applications.
• Excellent at multi-tasking and flexibility to manage ever changing priorities and deadlines.

Qualifications:

• 3yr experience with management of retirement plans.
• General understanding of retirement plan laws and regulations.
• Comfort working in a client facing role.
• Preferred - 5+yrs with progressive experience at a leading industry partner or vendor provider
• Understanding of retirement plan annual compliance testing and Form 5500 filings.
• Experience consulting on impact of corporate mergers and acquisitions on retirement plans.
• General understanding of retirement plan design, features, and best practices.

Required Certificates, Licenses, Registration:

• Series 65 License (preferred or completed within 1 month of start date).

The pay range for this position in California, Washington, Colorado and New York at the commencement of employment is expected to be between $70,000 to $87,500/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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