Note: The job is a remote job and is open to candidates in USA. Newfront is a flexible work environment that supports employees working remotely, hybrid, or in-office. The Client Representative is responsible for providing professional administrative support to the account management team, ensuring that client initiatives are executed efficiently and accurately.
Responsibilities
- Manage enrollment processing, research and resolve eligibility and enrollment issues
- Review plan documents and benefit attributes for accuracy and manage them within the internal system
- Process carrier and client contact changes with carriers and update all internal systems and client facing contact sheets
- Update client benchmarking reports
- Request and/or run census reports by pulling manually or requesting from the Technology Team
- Build and maintain the client benefit portals
- Process fee billing for non-commissioned based clients and carrier transition/wellness fund accounting
- Responsible for staying abreast of latest compliance trends and ensuring client notices are sent in a timely manner
- Perform and/or manage outsourcing of tasks such as billing audits, data entry, SPD wraps and contract reviews
- Prepare client communications (Open enrollment materials, new hire guides, wallet cards, compliance documents, etc.) using available tools and templates
- Coordinate health fairs and carrier attendance at open enrollment and health fair meetings
- General administration and data entry as directed by Client Support Lead
- Other tasks, duties or special projects as assigned
Skills
- Minimum 1-2 years of work experience working in a customer service or a Human Resources oriented role is required
- Solid communication skills: written, public speaking and presentation preparation
- Excellent customer service in a virtual setting, including listening without interrupting, using a clear and audible voice, and responding calmly and professionally
- Proficient knowledge and use of Microsoft Office and intermediate complexities of features
- Ability to learn and adopt use of technology systems and software applications
- Works well with others in a fast-paced environment and be responsive to co-workers and colleagues
- Must also work independently, with minimal direction
- Adaptability and flexibility to respond to client and team needs
- Ability to ask questions, take initiative and use resources and tools
- Solid time management skills and ability to manage competing priorities and high volumes
- Good organizational skills and attention to detail; ability to screen details and identify potential discrepancies
- Ability to review internal/carrier deliverables to ensure accuracy
- Basic project management skills and systems knowledge
- Ability to forge relationships and build trust with clients, carriers and colleagues
- Strong sense of curiosity and willingness to learn industry knowledge and trends
- Resident Department of Insurance Life License (required or completed within 3 months of start date)
- Benefits experience at a Brokerage is a plus
Benefits
- Bonus
- Restricted stock units
- Discretionary awards
- Full range of medical, financial, and/or other benefits
- 401(k) eligibility
- Various paid time off benefits, such as vacation, sick time, and parental leave
Company Overview
- Newfront is an insurance company that provides risk control, risk analytics, and benchmarking claims advocacy. It was founded in 2017, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is https://www.newfront.com.