Retirement Services Account Manager

Newfront•Walnut Creek, CA

51d•$50,800 - $87,500•Hybrid

About The Position

Insurance is a trillion dollar market that is fundamental to society, yet it has not modernized — until now. Newfront is building the modern insurance experience. We've reimagined the experience for clients, prospects, and employees, altering the way people create, understand, select, transact, and use insurance. We're changing the approach so that it starts and ends with the client, not the product, and empowering people for moments that matter. Our unique approach recognizes both the vast potential of technology and the fundamental role of insurance experts. We're a technology-driven company with DE&I in our DNA and strong values; we believe people matter most. Our mission is to define the future of the insurance industry, while instilling a high performance culture in combination with living our Work, Love, Play ethos each day. We value balanced lives and are passionate about creating a culture of wellness that results in healthier, happier, and more productive employees, and more successful clients. Newfront's Retirement Services team is among the best in the country, providing advisory services to some of the Bay Area's fastest growing companies. Our team prides itself on enabling each team member to grow and advance in their role and within the organization. Our team also encourages and supports each team member to get involved in corporate and community initiatives unrelated to the role itself. Working in this role means working in a fast-paced environment and collaborating with the team to provide unique and tailored solutions for our client’s retirement plan offering. We pride ourselves on our flexibility and ability to customize everything we do for our clients. Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients so they can focus on building success. This position is a salaried, exempt and full-time role and will be reporting to an Account Executive. This position is US-hybrid with the option to work from any of Newfront’s California office locations or hubs in Southern California.

Requirements

Minimum of 2+ years of relevant work experience is required.
High level of integrity and ethical standards, maintaining confidentiality and handling sensitive client information appropriately.
Superior sense of urgency; Demonstrate ability to take initiative, identify areas for improvement, and take necessary actions to drive results.
Excellent communication skills both verbal and written. Ability to communicate across stakeholders and levels. Excel at taking complex concepts and articulating simply.
Strong project and task management skill set with an ability to prioritize.
Exceptional time management skills and the ability to navigate demanding schedules, priorities and high volumes.
Strong ability to partner and collaborate with peers and leaders.
Proficient with MS Office and other productivity tools. Be tech forward with a willingness to innovate, disrupt, and learn new tools.
Thrive at working in a fast-paced environment.
Adaptable and flexible, capable of pivoting in response to changing priorities and needs. Excellent at multi-tasking and ability to meet deadlines.
Have a growth mindset and be a continuous learner and be passionate for retirement and a desire to stay abreast of industry developments.
Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.
Maintain knowledge of major industry components by reading industry publications and attending conferences.
Series 65 License (preferred or completed within 3 months of start date).

Nice To Haves

General understanding of retirement plan laws and regulations.
Understanding of retirement plan annual compliance testing and Form 5500 filings.
Experience consulting on impact of corporate mergers and acquisitions on retirement plans.
General understanding of retirement plan design, features, and best practices.
CFA, CFP, QKA, other financial designations a plus.

Responsibilities

Deliver best in class client service
Independently manage a minimum of seventy-five (75) accounts. Anticipate client needs. Drive retention and identify opportunities for up-sell.
Build strong relationships with primary client contacts. Ensure day-to-day needs are met. Conduct regular check-in meetings with clients.
Prepare regular investment plan review materials. Partner with producer to define agendas; coordinate required materials.
Take ownership for accuracy and completeness of overall client documentation (ex: meeting minutes, amendments, etc.). Ensure all tasks are completed in a timely manner.
Elevate the end-to-end client experience
Manage client project plans and lead client calls. Coordinate vendor, internal, and client resources to ensure successful operation of retirement plans, including plan amendments, plan operations, and compliance tasks.
Take ownership of situation and exercise discretion in determining the appropriate escalation protocol
Be a master collaborator:
Collaborate cross functionally to ensure successful execution of client deliverables and target Service Level Agreements (SLAs). Be a team player and contribute to a culture of growth.
Proactively identify challenges and opportunities for improvement. Develop and implement strategies to optimize team performance and achieve client success.
Collaborate with other Account Manager and Account Executives on improvements to elevate clients' experience. Share best practices and ways to contribute to team success.
Keep your finger on the pulse of the retirement industry
Learn the retirement plan business and find ways to become a client service expert.
Work with vendors to stay current and strategic regarding services, pricing, capabilities, etc
Other duties and/or responsibilities may be assigned.

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)

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