![Newfront Insurance](https://media.trabajo.org/img/noimg.jpg)
Account Manager
2 months ago
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.
If you require reasonable accommodations throughout the application or interview process, please contact us at For information regarding how Newfront collects and uses personal information, please review our Privacy Policy.-
Accounting Manager
1 month ago
Remote, Oregon, United States SPRCHRGR Full timeSPRCHRGR (pronounced "supercharger") is a consultancy providing highly skilled team members across a variety of complementary disciplines. Our services include expert-level accounting and finance strategy, reporting, data visualization and analysis, business process streamlining, customized technology solutions, executive search, and more. We say, "cut out...
-
Accounting Manager
1 month ago
Remote, Oregon, United States Unlock Health Full timeUnlock Health breaks down the walls that healthcare providers have lived with for decades. We connect the dots across managed care and marketing so that providers can realize their missions and patients can get the right care. We've brought together the top healthcare marketing organizations to make this vision a reality, with a team of experts in managed...
-
Manager, Accounting
1 month ago
Remote, Oregon, United States Mondelēz International Full timeJob DescriptionAre You Ready to Make It Happen at Mondelēz International?Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours.The Manager of Accounting and External Reporting is responsible for managing elements of the monthly accounting close process, driving conclusions on technical accounting positions, managing external reporting...
-
Account Manager
2 weeks ago
Remote, Oregon, United States Newfront Insurance Full timeInsurance 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...
-
Account Manager
2 months ago
Remote, Oregon, United States Dandy Full timeDandy is transforming the massive ($200B) but antiquated dental industry. Backed by some of the world's leading venture capital investors, we are on an ambitious mission to integrate and simplify every function of the dental practice through technology. By building the operating system for every dental office in America, Dandy is empowering dentists with...
-
Account Manager
1 month ago
Remote, Oregon, United States AdTheorent Full timeDescriptionThe AdTheorent Account Manager owns the client-facing relationship post-sale and ensures superior client service through excellence in campaign management, relationship development, client retention and incremental sales. In addition to regular client communication, Account Managers interact across AdTheorent's internal departments as well as the...
-
Account Manager
4 weeks ago
Remote, Oregon, United States AdTheorent Full timeDescriptionThe AdTheorent Account Manager owns the client-facing relationship post-sale and ensures superior client service through excellence in campaign management, relationship development, client retention and incremental sales. In addition to regular client communication, Account Managers interact across AdTheorent's internal departments as well as the...
-
Accounting Manager
4 weeks ago
Remote, Oregon, United States Braviant Holdings Full timeAt Braviant, we believe in hiring great talent and offering them the flexibility to achieve great results unbounded by geography. Braviant is offering a fully remote option for anyone in the U.S. who wants to join our team and help us grow. We also have an office space in the heart of downtown Chicago for those who prefer to get out of the house and...
-
Account Manager
1 month ago
Remote, Oregon, United States CI Web Group Full timeCI Web Group, Inc. is a Digital Marketing Agency with employees located all over the world, working remotely. We are creative, customer-centric, data-forward and our goal is to provide a caring, educated, results-driven, experience for our customers. We are a full service digital marketing agency that provides various services to primarily Home Service...
-
Account Manager
4 weeks ago
Remote, Oregon, United States Four15 Digital Full timeOur Mission We employ team members who push themselves, and their peers to be better every day. Our management team is here to invest in our team's growth. Everyone is equal and is in an impact role. We are an organization of surplus, where employees have unlimited potential to learn, earn and grow. By putting our team first, our clients will succeed. Our...
-
Account Manager
2 months ago
Remote, Oregon, United States Celigo Full timeIntegration meets innovationCeligo is a modern integration and automation platform (iPaaS) on a mission to simplify how companies integrate, automate, and optimize processes. Purpose-built for mission-critical processes, Celigo offers unique tools such as runtime AI and prebuilt integrations tailored to resolve the biggest integration challenges, making...
-
Account Manager
2 months ago
Remote, Oregon, United States VGS Full timeVGS is the world's leader in payment tokenization. Large banks, aspiring fintechs, and growing merchants embed our universal token vault into their technology stack to manage the complexities of payment data tokenization across processors and networks, open banking, card issuance, omnichannel loyalty, PCI compliance, payment orchestration, and more. We...
-
Account Manager
4 weeks ago
Remote, Oregon, United States Cypris Full timeDescriptionAbout Cypris:At Cypris, we're building the single ecosystem for global innovation data. Cypris is an AI-powered research tool that centralizes data sources like scientific papers, global patents, market news, and company data into one platform. Cypris arms users with access to unique insights from 500M+ global data points, answering key questions...
-
Account Manager
3 weeks ago
Remote, Oregon, United States Ocrolus Full timeAt Ocrolus, we believe companies work best when they focus on their core business and let automation do the rest. We're powering the digital lending ecosystem and help financial services firms make high-quality decisions with trusted data and unparalleled efficiency.Ocrolus' Human-in-the-Loop document automation software analyzes documents with over 99%...
-
Sr Account Manager
2 weeks ago
Remote, Oregon, United States Accurate Background Full timeAn Account Manager ("AM") is a consultative account management and sales position responsible for growing revenue and strengthening partnerships with Accurate's clients. The Account Manager maintains regular contact with their assigned account base and increases revenue by positioning and demonstrating new and existing products, preparing appropriate ROI's...
-
Accounting and Reporting Manager
4 weeks ago
Remote, Oregon, United States Teramind Full timeDescriptionTeramind is a hybrid, global workforce building the next-generation Insider Risk Management and User Behavior Analytics platform.Join our team of innovators who are redefining insider risk management through cutting-edge technology. More than 10,000 organizations across the globe have used' Teramind to mitigate insider threats and protect their...
-
Account Manager
4 weeks ago
Remote, Oregon, United States Urbint Full time100% Remote - Hiring in the US and Canada onlyAbout Us:Urbint uses AI and the latest industry science to identify threats to workers and infrastructure to stop safety incidents before they happen. Urbint surfaces risk at the point of work, enabling energy and infrastructure companies to prevent worker injuries and asset damages. Many of the largest energy...
-
VP Account Management
1 month ago
Remote, Oregon, United States Later (later) Full timeLater is founded on two success stories that began in 2014: Mavrck, the industry-leading influencer marketing solution (now Later InfluenceTM), and Later, the best social media management platform (now Later SocialTM) and first-to-market link in bio tool.We're trusted by the top social platforms, with partnerships and integrations with Meta, TikTok,...
-
Strategic Account Manager
2 months ago
Remote, Oregon, United States Envoy Global Full timeEnvoy Global is a proven innovator in the global immigration space. Our mission combines our industry-leading tech platform with holistic service to streamline, simplify and expedite the immigration process for employers and individuals.Envoy Global has a new opening for a Strategic Account Manager (Business Immigration) to serve as primary high-level...
-
Account Management Director, Major Accounts
2 weeks ago
Remote, Oregon, United States IDeaS Full timePassionate people. Loyal clients. Leading solutions. With a rich culture of creative collaboration and professional growth, IDeaS' team members build successful careers with us. IDeaS is proud to be a global powerhouse of innovation and excellence; challenge and reward. No matter where we're working, our teams come together to create leading revenue...