Newfront

Client Partner

• Build strategic relationships with Mid-Market and Large Group (over 250+ lives) clients and carrier partners
• Manage Mid-Market client project plans and lead client calls; serve as the primary contact for clients
• Support Benefit Consultant and Sr. Benefit Consultant on Mid-Market client accounts and lead standard accounts with minimal guidance
• Demonstrate proficiency in explaining technical analysis for plan renewal, marketing, budgeting, contribution scenarios and demographic analysis
• Create client meeting deliverables and actively participate in meetings
• Lead and manage the annual client calendar including strategic planning, renewal and marketing processes
• Attend and conduct client meetings, including renewal and open enrollment
• Manage escalated and complex client issues with minimal guidance
• Manage product and carrier implementations
• Coordinate management of client technology solutions alongside EB Systems and maintain basic EDI knowledge
• Develop and deliver communication strategies for clients and stay abreast of compliance and benefit trends
• Review and oversee outsourced tasks and conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA)
• Salaried, exempt, full-time role reporting to Manager, Client Services; US Hybrid-role based in Irvine, CA (Pacific Time Zone)

Senior Client Manager, Total Rewards

Account Manager

• Independently manage client relationships and accounts of advanced complexity and requirements
• Perform program comparison and form review in partnership with Account Executive(s)
• Prepare for, manage and conduct strategy renewal meetings with clients
• Act as primary client point of contact for day-to-day service and client questions
• Develop, analyze, and implement competitive insurance programs; prepare market and quote rates for renewals and new business
• Manage onboarding process of new clients and marketing process for prospect companies
• Prepare and review client communications and finalize for delivery
• Communicate and collaborate with producers, clients and underwriters to obtain information, quotes, proposals, or service accounts
• Maintain files, prepare policy renewal questionnaires, recommend coverage enhancements, and review commercial insurance applications for accuracy
• Compile and organize client information to process new, renewal, cancellation and endorsements; oversee internal account billing schedules
• Perform thorough contract reviews for clients
• Manage database file input and maintain documents in agency management systems
• Provide training and mentorship to Account Coordinators
• Perform other duties and special projects as assigned

Senior Client Manager, Total Rewards

Senior Account Manager