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Sales / Business
Senior Account Manager
@Newfront
[Hiring] Senior Account Manager @Newfront
Feb 07, 2025 - Newfront is hiring a remote Senior Account Manager. 💸 Salary: $84,800 - $106,000/yr. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
The Senior Account Manager role is responsible for development, communication, and service needs for our Clients, and for retaining high-touch, complex accounts through robust relationship management.
- Deliver Best-in-Class Client Service
- Independently manage a minimum of 75+ client accounts, proactively anticipating needs, driving retention, and identifying opportunities for up-selling.
- Build and maintain strong relationships with key client contacts, ensuring seamless day-to-day service and prompt issue resolution.
- Prepare and lead regular plan reviews, partnering with producers to define agendas and coordinate necessary materials.
- Take full ownership of client documentation, ensuring accuracy, completeness, and timely execution of meeting minutes, amendments, and other critical records.
- Enhance the End-to-End Client Experience
- Lead client presentations with confidence, adapting communication style to engage various stakeholders effectively and drive productive discussions.
- Oversee client project plans and facilitate client calls, coordinating vendors, internal teams, and client resources to ensure the seamless execution of retirement plan operations, amendments, and compliance tasks.
- Take initiative in problem-solving, exercising discretion in determining escalation protocols and resolving issues efficiently.
- Master Collaboration & Team Success
- Work cross-functionally to ensure the successful execution of client deliverables, meeting Service Level Agreements (SLAs) and fostering a culture of teamwork and continuous improvement.
- Identify challenges and opportunities for enhancement, developing and implementing strategies to optimize team performance and client satisfaction.
- Collaborate with fellow Account Executives to share best practices, contribute to team success, and continuously elevate the client experience.
- Stay Ahead in the Retirement Industry
- Maintain expertise in retirement industry trends by actively engaging with vendors and staying informed on evolving services, pricing models, and capabilities.
- Additional Responsibilities
- Perform other duties as assigned to support business objectives and client success.
Qualifications
- Uphold integrity, confidentiality, and ethical standards in handling sensitive client information.
- Proactive and results-driven, with a strong sense of urgency and initiative.
- Excellent verbal and written communication; able to simplify complex concepts for diverse stakeholders.
- Strong project and time management skills, with the ability to prioritize in high-volume, fast-paced environments.
- Highly collaborative, building strong relationships with peers, leaders, clients, and carriers.
- Tech-savvy, proficient in MS Office, and eager to adopt new tools and innovations.
- Adaptable and flexible, excelling in multitasking and meeting tight deadlines.
- Growth-minded and continuously learning, with a passion for the retirement industry.
- Stay informed on industry trends through publications and conferences.
- 5+ years of relevant experience.
Requirements
- General understanding of retirement plan design, features, and best practices.
- General understanding of retirement plan laws and regulations.
- Understanding of retirement plan annual compliance testing and Form 5500 filings.
- CFA, CFP, QKA, other financial designations a plus.
- Series 65 License (required or to be completed within 1 month of start date).
Benefits
- The pay range for this position in California, Washington, Colorado and New York at commencement of employment is expected to be between $84,800 and $106,000/yr; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.
- 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.
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Sales / Business
Sales / Business
|
Salary
💸
$84,800 - $106,000/yr
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Feb 07, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
