The Senior Client Manager is responsible for Newfront Employee Benefits Mid-Market & Large clients (100-500 + lives) 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 and project management skills help you connect with clients by email and phone - quickly establishing trust and rapport.
Our Employee Benefits team is fast-paced, technology-driven, and service-oriented. We partner with large, Bay Area technology clients and value new and fresh ideas. 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 Account Managers. 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. We work together to see the big picture and get the job done – and are not afraid to have fun while doing so!
This is a salaried, exempt and full-time role and will be reporting to the Service Lead. Requires seasonal or intermittent traveling to visit clients and prospects. This is a US Hybrid/Remote role (Pacific Time Zone work hours required), with the option to work from any of Newfront's office locations. #LI-Remote
What You’ll Be Responsible For:
- Build strategic relationships with Mid-Market & Large clients (100-500 + lives) and carrier partners.
- Manage client project plans and lead client calls, serve as the primary contact for clients.
- Support the Business Consultant and Sr. Business Consultant on client accounts and lead standard accounts with minimal guidance.
- Demonstrate proficiency in order to explain technical analysis with regards to plan renewal, marketing, budgeting, contribution scenarios and demographic analysis.
- Create client meeting deliverables and participate in the meetings.
- Lead and manage the annual client calendar including strategic planning, renewal and marketing processes for clients.
- 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 the management of client technology solutions alongside the EB Systems team, and have basic knowledge of systems and Electronic Data Integration (EDI).
- Develop and deliver communication strategies for clients.
- Responsible for staying abreast of latest compliance and benefit trends.
- Review and oversee outsourced tasks before distribution to the client.
- Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
- May train the next level down (i.e. Sr. Client Manager may train Client Manager).
Qualifications:
- Minimum of 4+ years of employee benefits experience in a brokerage setting supporting clients ranging from 100-500 + lives.
- Deep understanding of insurance industry knowledge.
- Experience with Funding options - specifically self-funding knowledge.
- Exceptional communication skills: written, public speaking and presentation preparation.
- Outstanding customer service skills, diplomacy, professionalism, and tact.
- Ability to analyze data, adopt use of new technology systems and software applications, including advanced proficiency in Microsoft Office.
- Ability to be resourceful, take initiative, solve problems, offer solutions, and make process improvements.
- 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 proactively address issues and client needs.
- Ability to multi-task, understand urgency and deal with changing priorities and deadlines.
- Skilled at strategic project planning including time management.
- Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.
- Independently manage accounts and support complex accounts with minimal guidance from Client Services Director.
Required Certificates, Licenses, Registration:
- CA Department of Insurance Life License required.
The pay range for this position in California, Washington, Colorado and New York at the commencement of employment is expected to be between $79,900 and $124,500/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.
