Total Rewards - Senior Client Manager, Major Market

NewfrontIrvine, CA
125d$99,600 - $124,500

About The Position

The Total Rewards - 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 Hybrid-role (Pacific Time Zone work hours required) to work from Newfront's Irvine office location.

Requirements

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

Nice To Haves

  • CA Department of Insurance Life License is required.

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 pay range for this position in California, Washington, Colorado and New York at the commencement of employment is expected to be between $99,600 and $124,500/yr.
  • The total compensation package for this position may also include other elements, including a bonus, restricted stock units, and discretionary awards.
  • 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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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

501-1,000 employees

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