Retirement Services - Senior Account Manager
Newfront
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.
Our Senior Account Manager role is responsible for development, communication, and service needs for our Clients, and for retaining high-touch, complex accounts through robust relationship management.
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 the Senior Account Executive. This is a US Hybrid/Remote role, with the option to work from any of Newfront’s offices. #LI-Remote.
What You’ll Be doing:
Deliver Best-in-Class Client Service
Independently manage a minimum of 75+ client accounts, proactively anticipating needs, driving retention, and identifying opportunities for up-selling.
Build and maintain strong relationships with key client contacts, ensuring seamless day-to-day service and prompt issue resolution.
Prepare and lead regular plan reviews, partnering with producers to define agendas and coordinate necessary materials.
Take full ownership of client documentation, ensuring accuracy, completeness, and timely execution of meeting minutes, amendments, and other critical records.
Enhance the End-to-End Client Experience
Lead client presentations with confidence, adapting communication style to engage various stakeholders effectively and drive productive discussions.
Oversee client project plans and facilitate client calls, coordinating vendors, internal teams, and client resources to ensure the seamless execution of retirement plan operations, amendments, and compliance tasks.
Take initiative in problem-solving, exercising discretion in determining escalation protocols and resolving issues efficiently.
Master Collaboration & Team Success
Work cross-functionally to ensure the successful execution of client deliverables, meeting Service Level Agreements (SLAs) and fostering a culture of teamwork and continuous improvement.
Identify challenges and opportunities for enhancement, developing and implementing strategies to optimize team performance and client satisfaction.
Collaborate with fellow Account Executives to share best practices, contribute to team success, and continuously elevate the client experience.
Stay Ahead in the Retirement Industry
Maintain expertise in retirement industry trends by actively engaging with vendors and staying informed on evolving services, pricing models, and capabilities.
Additional Responsibilities
Perform other duties as assigned to support business objectives and client success.
What you will bring to the table:
Uphold integrity, confidentiality, and ethical standards in handling sensitive client information.
Proactive and results-driven, with a strong sense of urgency and initiative.
Excellent verbal and written communication; able to simplify complex concepts for diverse stakeholders.
Strong project and time management skills, with the ability to prioritize in high-volume, fast-paced environments.
Highly collaborative, building strong relationships with peers, leaders, clients, and carriers.
Tech-savvy, proficient in MS Office, and eager to adopt new tools and innovations.
Adaptable and flexible, excelling in multitasking and meeting tight deadlines.
Growth-minded and continuously learning, with a passion for the retirement industry.
Stay informed on industry trends through publications and conferences.
5+ years of relevant experience.
Preferred Knowledge, Skills and Abilities:
General understanding of retirement plan design, features, and best practices.
General understanding of retirement plan laws and regulations.
Understanding of retirement plan annual compliance testing and Form 5500 filings.
CFA, CFP, QKA, other financial designations a plus.
Required Certificates, Licenses, Registration:
Series 65 License (required or to be completed within 1 month of start date)
The pay range for this position in California, Washington, Colorado and New York at commencement of employment is expected to be between $84,800 and $106,000/yr; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. 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. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
At Newfront, we are committed to hiring diverse talent and supporting an inclusive workplace environment. If you are excited about a role at Newfront but feel you’re missing a few of the qualifications, we still encourage you to apply and tell us about yourself. You may just be the next Newfront team member that we are looking for!
Newfront is proud to be an equal opportunity workplace. Diversity is in our DNA and we believe that creating an inclusive workplace elevates the value we are able to bring to our customers and employees alike. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law.
If you require reasonable accommodations throughout the application or interview process, please contact us at careers@newfront.com. For information regarding how Newfront collects and uses personal information, please review our Privacy Policy.