Newfront Insurance
Newfront’s Retirement Services team is seeking a Retirement Services Account Executive to develop, communicate, and service client needs, and retain high-touch, complex accounts through robust relationship management. The role involves working in a fast-paced environment, collaborating with the team to provide unique and tailored solutions for client’s retirement plan offering.
Requirements
- Deliver best in class client service
- Independently manage a minimum of fifty accounts.
- Build strong relationships with primary client contacts.
- Prepare and conduct regular plan reviews with clients.
- Elevate the end-to-end client experience.
- Collaborate cross functionally to ensure successful execution of client deliverables and target Service Level Agreements (SLAs).
- 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.
- Keep your finger on the pulse of the retirement industry
Benefits
- 401(k) eligibility
- Various paid time off benefits
- Vacation
- Sick time
- Parental leave
Originally posted on Himalayas
To apply for this job please visit himalayas.app.
Working in United States
The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th
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