Senior Client Representative - Major Market

Newfront

7d•$55,700 - $99,500•Hybrid

About The Position

Newfront (a WTW company) embraces a flexible work environment and supports employees working remotely, hybrid, or in-office. This position 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. This position will report to the Client Service Support Lead. 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 role. This is a US-remote or hybrid based role with the option to work from any of Newfront’s offices. Pacific Time Zone work hours required. #LI - Remote

Requirements

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.
Minimum 2 years of benefits experience at a Brokerage preferred
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.
Strong time management skills and ability to manage competing priorities and high volumes.
Strong 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.
Vast sense of curiosity and willingness to learn industry knowledge and trends.
CA Department of Insurance Life License is required (to have or obtain within 3 months of starting).

Nice To Haves

Benefits experience at a Brokerage preferred.

Responsibilities

Handle day-to-day questions, enrollment inquiries, etc. from clients in conjunction with the service team.
Prepare and distribute compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
Manage and/or respond to escalated and complex client issues with guidance.
Manage enrollment processing, research, and resolve eligibility and enrollment issues.
Manage client technology solutions in coordination with technology team.
Act as a back-up to the Client Managers.
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.
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.
Work with team to learn how to submit marketing projects compliant with established marketing standards.
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.
May attend and participate in client renewal meetings.
May train the next level down (i.e. Sr. CR may train CR).
Other tasks, duties or special projects as assigned.