Retirement Services Account Manager



October 11, 2022

Job Description

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 requires strategic thinking, a persuasive communication style, and will be working directly with clients and internal staff. 
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 and will be reporting to an Account Executive. This position is 100% remote (within USA), with the option to work from any of Newfront’s office locations. #LI-Remote

What You’ll Be Responsible For:
  • 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
  • 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
  • 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
  • Minimum of 3 years of relevant work experience
  • Benefits experience required
Preferred Knowledge, Skills and Abilities:
  • General understanding of retirement plan laws and regulations
  • Understanding of retirement plan annual compliance testing and Form 5500 filing
  • Experience with corporate mergers and acquisitions, and the impact on retirement plans
Required Certificates, Licenses, Registration:
  • Series 65 License (preferred or completed within 3 months of start date)
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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