Job Overview
Location
Remote - USA
Job Type
Full-time
Category
Customer Success
Date Posted
May 16, 2026
Full Job Description
đź“‹ Description
- • Independently manage a minimum of 50 retirement services client accounts, ensuring high-touch, customized service delivery and proactive retention.
- • Build and maintain strong relationships with primary client contacts, anticipating needs and addressing day-to-day inquiries to enhance client satisfaction and loyalty.
- • Prepare for and lead regular client plan reviews, partnering with producers to define agendas and coordinate all required materials for meetings.
- • Take full ownership of client documentation accuracy and completeness, including meeting minutes, plan amendments, and compliance records, ensuring timely delivery.
- • Lead client presentations by understanding diverse buyer personas, adapting communication style to drive productive discussions and secure alignment.
- • Manage end-to-end client project plans, coordinating internal teams, external vendors, and client resources to execute retirement plan operations, amendments, and compliance tasks.
- • Exercise discretion in determining appropriate escalation protocols for complex client issues, ensuring timely resolution and minimizing risk.
- • Collaborate cross-functionally to meet Service Level Agreements (SLAs) and deliver seamless client experiences across departments and teams.
- • Proactively identify operational challenges and opportunities for improvement, developing and implementing strategies to enhance team performance and client outcomes.
- • Share best practices and collaborate with other Account Executives to elevate the overall client experience across the Retirement Services team.
- • Maintain up-to-date knowledge of retirement industry trends by working closely with vendors on service offerings, pricing, and capabilities.
- • Stay current on retirement plan laws, regulations, annual compliance testing, and Form 5500 filings through continuous learning and industry engagement.
- • Read industry publications and attend conferences to remain informed on evolving retirement plan design, fiduciary standards, and regulatory changes.
- • Demonstrate superior time management and organizational skills to navigate high-volume workloads, multiple priorities, and demanding client schedules.
- • Communicate complex retirement plan concepts clearly and simply to clients, carriers, and internal stakeholders across all levels of an organization.
- • Utilize MS Office and productivity tools proficiently, while maintaining a tech-forward mindset to adopt and learn new systems that improve efficiency.
- • Thrive in a fast-paced, dynamic environment with the ability to pivot quickly in response to shifting priorities, deadlines, and client demands.
- • Foster trust with clients, carriers, and internal stakeholders through integrity, confidentiality, and consistent, reliable service delivery.
- • Maintain a growth mindset and commitment to continuous learning, seeking opportunities to advance personally and professionally within the organization.
- • Contribute to corporate and community initiatives beyond core responsibilities, supporting Newfront’s culture of holistic employee development.
🎯 Requirements
- • Minimum of 7+ years of relevant experience in retirement services or employee benefits
- • Series 65 License (preferred or must be completed within 1 month of start date)
- • Superior communication skills, both verbal and written, with ability to simplify complex retirement concepts
- • Strong project and task management skills with ability to prioritize in a high-volume environment
- • Proven experience managing 50+ client accounts with focus on retention and upsell
- • High ethical standards and ability to handle sensitive client information with confidentiality
🏖️ Benefits
- • Salaried, exempt, full-time position with potential for bonus and discretionary awards
- • Eligibility for 401(k) plan with company contributions
- • Comprehensive medical, financial, and other benefits including vacation, sick time, and parental leave
- • Flexible work arrangement: remote, hybrid, or in-office options at any Newfront office location
Skills & Technologies
About Newfront Insurance Services Inc.
Newfront is a technology-enabled insurance brokerage firm that provides a modern approach to employee benefits and business insurance. By integrating cutting-edge technology with expert advice, Newfront aims to simplify the complex world of insurance for its clients. They offer a comprehensive suite of services, including health insurance, retirement plans, workers' compensation, and property and casualty insurance. Their platform allows for streamlined administration, data-driven insights, and personalized support, ensuring businesses can manage their risks effectively and provide valuable benefits to their employees. Newfront focuses on building strong relationships and delivering innovative solutions to meet the evolving needs of companies across various industries.
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