Newfront is hiring a
Retirement Services Account Executive in Worldwide

Summary

The job is for a Retirement Services Account Manager at Newfront, a technology-driven insurance company. The role involves managing client accounts, building relationships, conducting regular reviews, collaborating with teams, and ensuring successful execution of client deliverables. The ideal candidate should have 7+ years of relevant experience, excellent communication skills, strong project management abilities, and proficiency in MS Office.

Requirements

• 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
• 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. Have a passion 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
• Minimum of 7+ years of relevant experience

Responsibilities

• Independently manage a minimum of twenty five (25) accounts
• Anticipate client needs and drive retention, identify opportunities for up-sell
• Build strong relationships with primary client contacts
• Prepare and conduct regular plan reviews with clients
• Collaborate cross functionally to ensure successful execution of client deliverables and target Service Level Agreements (SLAs)
• Lead client presentations, understanding the various buyers and personalities in the room to lead the discussion productively
• Take ownership for accuracy and completeness of overall client documentation (ex: meeting minutes, amendments, etc)
• Manage client project plans and lead client calls
• Coordinate vendor, internal, and client resources to ensure successful operation of retirement plans
• Work with vendors to stay current and strategic regarding services, pricing, capabilities, etc
• Proactively identify challenges and opportunities for improvement. Develop and implement strategies to optimize team performance and achieve client success
• Collaborate with other Account Executives on improvements to elevate clients' experience by mentoring and coaching Senior Account Managers and Account Managers

Preferred Qualifications

• 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

Benefits

• The pay range for this position in California, Washington, Colorado and New York at the commencement of employment is expected to be between $92,400 to $115,500/yr; however, base pay offered may vary depending on multiple individualized factors
• 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