Senior Client Manager - Major Market

Newfront

7d • Hybrid

About The Position

Newfront (a WTW company) embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.
Join Newfront’s Employee Benefits team where your creativity and ideas will be valued every day. We’re a technology-driven, fast-paced, and supportive group working with leading tech clients. Our culture is inclusive, collaborative, and always open to innovative thinking. If you are ambitious, adaptable, and enjoy tackling new challenges, you’ll find exciting growth opportunities here. You’ll collaborate with talented Client Managers, work with energetic clients, and contribute to unique projects that make an impact. We’re seeking a problem-solver who thrives in a dynamic environment, embraces technology, and enjoys working with a team that values accountability—and fun. If you want to build your career with a forward-thinking company that celebrates your unique strengths, we’d love to hear from you!
The Senior Client Manager - Major Market Team position is responsible for assisting Newfront employee benefits Mid-Market and Large Group clients on a day-to-day basis by servicing them with the optimal combination of employee benefit programs, communication, and service administration to help them achieve their business goals. Your exceptional communication and project management skills help you connect with clients by email, phone or Video conferencing - quickly establishing trust and rapport.

This position is a salaried, exempt and full-time role and will be reporting to the Manager, Client Services. Requires seasonal or intermittent traveling to visit clients and prospects. This is a US-remote or hybrid role to work from one of Newfront's office locations or hubs in Southern California or Texas.

Requirements

• Minimum of 5+ years of employee benefits experience in the Mid-Market and Large Group space 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.
• Resident Department of Insurance Life License is required.

Nice To Haves

• 5+ years of Employee Benefits experience in a brokerage setting with Mid-Market and Large Group Clients California-based clients is a plus.

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.).

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: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees