Director, Client Services jobs in United States
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Newfront · 1 day ago

Director, Client Services

Newfront is a company that provides exceptional service and professional benefit consulting. The Director, Client Services leads the Account Management team, overseeing a complex book of business and ensuring operational excellence, strategic growth, and high client satisfaction.

CommercialFinancial ServicesInsuranceInsurTech
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Growth Opportunities

Responsibilities

Lead, coach, and develop the Account Management team, including staffing, training, performance management, and resource allocation
Foster a high-performing, client-focused culture, ensuring consistent delivery of service excellence
Assign and manage work, timelines, and deliverables for Account Managers
Represent the company at industry events, seminars, and networking opportunities
Identify and implement opportunities for additional products and services through client, carrier, and TPA partnerships
Manage end-to-end book of business for account management services, including GA/AHP launches, annual renewals, and ongoing operations
Serve as the primary contact for clients, insurance carriers, and TPAs, ensuring engagement, satisfaction, and strategic alignment
Lead and facilitate monthly program-level operations meetings, setting timelines, communicating expectations, and ensuring accountability from TPAs and carriers
Oversee operational deliverables, including renewal bulletins, confirmation letters, trust/stewardship presentations, and annual reports
Maintain accurate documentation and records within the Agency Management System and support annual web content audits
Coordinate bi-weekly client reporting, including operational, sales, and marketing updates
Support sales team during renewal and sales periods, including transaction and strategic planning
Identify and implement opportunities for additional products and services through client, carrier, and TPA partnerships. Assist with carrier management strategy, AP strategic planning, and ad hoc reporting as needed

Qualification

Employee benefits experienceClient relationship managementTeam managementWashington State LifeHealth LicenseCore services understandingStrategic thinkingOrganizational skillsMulti-priority managementCommunication skillsLeadership abilities

Required

Minimum of 8+ years of employee benefits experience
Proven experience managing a team in a complex account management or insurance services environment
Strong client relationship management and strategic thinking skills
Excellent organizational, communication, and leadership abilities
Ability to manage multiple priorities and stakeholders in a fast-paced environment
Washington State Life and Health License (must have or acquire within three months of employment)

Preferred

Solid understanding of core services and product offerings, recognizing opportunities to cross-sell within Newfront

Benefits

Bonus
Restricted stock units
Discretionary awards
Full range of medical
Financial
401(k) eligibility
Various paid time off benefits
Vacation
Sick time
Parental leave

Company

Newfront

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Newfront is an insurance company that provides risk control, risk analytics, and benchmarking claims advocacy.

Funding

Current Stage
Late Stage
Total Funding
$310M
Key Investors
Meritech Capital PartnersFounders Fund
2025-12-10Acquired
2022-04-12Series D· $200M
2020-10-20Series C· $68M

Leadership Team

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Spike Lipkin
Co-founder & CEO
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Gordon Wintrob
Co-founder & CTO
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Company data provided by crunchbase