Director, Client Services

Newfront • Seattle, WA

1d • Hybrid

About The Position

The Wholesale Benefit Practice Division, Advanced Professionals Insurance and Benefit Solutions (AP), is a practice that provides exceptional service, sound advice, and professional benefit consulting to product distributors, plan sponsors, and insurance carriers.
The Director, Client Services leads the Account Management team while overseeing a complex book of business, including GA/AHP arrangements and multiple insurance carrier and TPA relationships. This role serves as the primary client, carrier, and TPA contact, ensuring operational excellence, strategic growth, and high client satisfaction.
This position reports to the Head of our AP team and is a full-time, exempt role and is located in Newfront's office in Seattle, WA. This role will be a hybrid remote schedule with three days in the Seattle office and two days working remote.

Requirements

• 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).

Nice To Haves

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

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.

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees