Total Rewards - Client Representative, Major Market

Newfront

28d • $48,200 - $86,000 • Hybrid

About The Position

The Client Representative is responsible for providing professional administrative support for the account management team to deliver great work to the client consistently and efficiently. You have strong organizational and interpersonal skills, ability to support all of the day-to-day account activities, and partner with the account management team to ensure that all client initiatives are executed precisely and flawlessly.
We support one another to help each other grow and to be sure we succeed together in supporting our clients - We are a TEAM. We make a difference on a daily basis by providing exceptional service to our clients and their employees. What's exciting about this position is the variety in the work. No client is the same, so you cannot expect the same resolution will yield the same results each time. Every day provides the opportunity to learn something new, try new things, and have fun! Our best employee in this role has the willingness to learn, attention to detail, ability to meet deadlines, and is dependable.
This position is an hourly, non-exempt, full-time position and will be reporting to the Client Service Support Lead. This is a US-based hybrid role with the option to work from one of Newfront's offices or hubs in Southern California or Texas.

Requirements

• Minimum 1-2 years of work experience working in a customer service or a Human Resources oriented role is required.
• Solid communication skills: written, public speaking and presentation preparation.
• Excellent customer service in a virtual setting, including listening without interrupting, using a clear and audible voice, and responding calmly and professionally.
• Proficient knowledge and use of Microsoft Office and intermediate complexities of features.
• Ability to learn and adopt use of technology systems and software applications.
• Works well with others in a fast-paced environment and be responsive to co-workers and colleagues. Must also work independently, with minimal direction.
• Adaptability and flexibility to respond to client and team needs.
• Ability to ask questions, take initiative and use resources and tools.
• Solid time management skills and ability to manage competing priorities and high volumes.
• Good organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
• Ability to review internal/carrier deliverables to ensure accuracy.
• Basic project management skills and systems knowledge.
• Ability to forge relationships and build trust with clients, carriers and colleagues.
• Strong sense of curiosity and willingness to learn industry knowledge and trends.
• Resident Department of Insurance Life License (required or completed within 3 months of start date).

Nice To Haves

• Benefits experience at a Brokerage is a plus.

Responsibilities

• Manage enrollment processing, research and resolve eligibility and enrollment issues.
• Review plan documents and benefit attributes for accuracy and manage them within the internal system.
• Process carrier and client contact changes with carriers and update all internal systems and client facing contact sheets.
• Update client benchmarking reports.
• Request and/or run census reports by pulling manually or requesting from the Technology Team.
• Build and maintain the client benefit portals.
• Process fee billing for non-commissioned based clients and carrier transition/wellness fund accounting.
• Responsible for staying abreast of latest compliance trends and ensuring client notices are sent in a timely manner.
• Perform and/or manage outsourcing of tasks such as billing audits, data entry, SPD wraps and contract reviews.
• Prepare client communications (Open enrollment materials, new hire guides, wallet cards, compliance documents, etc.) using available tools and templates.
• Coordinate health fairs and carrier attendance at open enrollment and health fair meetings.
• General administration and data entry as directed by Client Support Lead.
• Other tasks, duties or special projects as assigned.
• Pacific Time Zone work hours required.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed