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Newfront · 3 months ago

Total Rewards - Senior Client Manager, Major Market

Irvine, CA

Full-time

Onsite

Mid, Senior Level

$100K/yr - $124K/yr

5+ years exp

Newfront is a technology-driven company that is modernizing the insurance experience for clients, prospects, and employees. The Total Rewards - Senior Client Manager, Major Market position is responsible for managing relationships with Mid-Market and Large Group clients, ensuring optimal employee benefit programs and service administration to meet client goals.

CommercialFinancial ServicesInsuranceInsurTech

Growth Opportunities

Responsibilities

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 with regards to plan renewal, marketing, budgeting, contribution scenarios and demographic analysis

Create client meeting deliverables and actively 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.)

Qualification

Employee benefits experienceCA Life LicenseData analysisClient relationship managementProject managementCustomer service skillsCommunication skillsProblem-solvingAdaptabilityTeam collaboration

Required

Minimum of 5+ years of employee benefits experience in the Mid-Market and Large Group space is required

CA Department of Insurance Life License is required

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

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 work with changing priorities and deadlines

Skilled at strategic project planning including extended 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 lead

Deep understanding of insurance industry knowledge