Retirement Services Account Manager
Newfront(2 months ago)
About this role
The Retirement Services Account Manager at Newfront is responsible for delivering exceptional client service to a portfolio of at least 75 accounts, anticipating client needs and driving retention while identifying upsell opportunities. This role involves managing client project plans, coordinating resources for retirement plan operations, and collaborating across teams to enhance the client experience. The ideal candidate will have 2+ years of relevant experience, strong communication and project management skills, and should be prepared to stay informed about retirement plan regulations and market developments.
Required Skills
- Client Service
- Account Management
- Relationship Building
- Investment Planning
- Documentation Accuracy
- Project Management
- Compliance Coordination
- Cross-Functional Collaboration
- Problem Solving
- Retirement Industry Knowledge
+11 more
Qualifications
- Series 65 License (preferred or completed within 3 months of start date)
About Newfront
www.newfront.comNewfront is a modern insurance platform that revolutionizes risk management and employee benefits through the power of transparent data. They focus on transforming employee experiences, insurance solutions, and retirement services with the goal of lowering the total cost of risk for businesses. By leveraging technology and innovative strategies, Newfront aims to create a more efficient and accessible approach to business insurance.
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