Newfront

• Manage client relationships and develop team service strategy, plan and processes to meet client needs. Provide client advocacy as primary point of contact. • Independently prepare for, plan and conduct client meetings. • Manage preparation of new business RFP’s; market new and renewal accounts; develop and manage service calendars and prepare presentations for new clients. • Provide strategic management new and renewal business risk identification and program design (including contract and claims history review.) • Participate in prospecting activities to both identify and close new business. • Partner with production teams to establish and maintain aligned service offerings and delivery of client needs. • Participate in carrier activities. • Perform as team or subject matter expert and advanced resource. Keep abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies or products. • Perform thorough contract reviews for clients. • Perform database file management and input information. Accurately manage and maintain documents in agency management systems. • May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs) • Other tasks, duties or special projects as assigned. • Requires seasonal or intermittent travelling to visit clients and prospects.

• Build and scale the agent runtime at Newfront • Design and own RAG and document understanding pipelines for complex insurance artifacts • Build the connector framework that lets AI agents and pipelines reach into the systems brokers actually use • Establish the evaluation and observability backbone for AI at Newfront • Own model routing and the model gateway • Stand up and operate on-premise model hosting • Ship AI product features end-to-end on top of the platform • Mentor engineers on production AI systems, review designs, and help establish best practices for building reliable AI in financial services • Partner with security, privacy, and compliance to bake controls into the platform

• Build 0-1 AI systems that transform core brokering workflows – from intelligent submission processing that auto-extracts data from 100+ page documents and routes complex commercial policies between AI agents and expert brokers, to autonomous AI that enables brokers to manage 1000+ client renewals simultaneously, owning the full stack from prototype to production. • Embed directly with brokering teams, underwriters, and operations to identify automation opportunities, building solutions side-by-side with the people who use them daily. You'll be acting as an internal FDE, where you're both engineer and business strategist. • Ship production-ready AI features that deliver measurable impact – reducing quote turnaround time by 80%, increasing broker capacity by 10x, and improving placement success rates through intelligent market matching and risk assessment. • Establish rigorous evaluation frameworks for AI in regulated insurance contexts, implementing comprehensive testing pipelines, hallucination detection, and accuracy monitoring to ensure our AI systems meet both compliance requirements and performance targets. • Drive rapid experimentation cycles using modern AI development practices, moving from concept to deployed solution in weeks while maintaining quality through automated testing and progressive rollout strategies. • Develop the next generation of AI talent by mentoring engineers on production AI systems, sharing learnings from real-world deployments, and establishing best practices for building reliable AI in financial services. • Pioneer the application of cutting-edge AI research to insurance challenges, from multi-agent systems for complex underwriting to advanced RAG architectures for policy knowledge management. • Own the complete product development lifecycle for AI initiatives, from initial problem discovery and technical design through frontend interfaces that make AI capabilities intuitive for non-technical users.

• Independently manage a minimum of fifty(50) accounts. • Prepare and conduct regular plan reviews with clients. • Lead client presentations and discussions. • Collaborate cross-functionally to ensure successful execution of client deliverables. • Work with vendors to stay current regarding services and pricing.

• Assists customers with a wide variety of benefit questions and plan features via internal systems, utilizing Salesforce and SharePoint reference materials • Support implementation of new clients to call center processes and systems • Support client’s open enrollment setup to call center systems and processes • Assist with enrollment processing, research eligibility and enrollment issues, and track new hire processing • Guide and instruct clients regarding their online administration systems with new hires, eligibility changes, life events, and open enrollment changes in partnership with internal teams • Assist with claims; research and resolve claims issues • Update internal systems (ex. SharePoint) with client benefits information • Produce monthly utilization reports • Assist Senior Management and Account Executives with miscellaneous duties and projects • Other tasks, duties or special projects as assigned

• Partner with sales and service teams to understand the client’s goals leading into the RFP process. • Complete the carrier/vendor marketing process from conception to completion for clients of all sizes with varying lines of coverage and funding types. • Be engaged and aware of the latest product offered by carriers. • Organize client census, plan design information and other data to send to carriers. • Review carrier proposals for accuracy and completeness. • Summarize RFP responses into a client ready presentation. • Work with General Agent (GA) partners for small group marketing process outsourcing. • Other tasks, duties, or specialist projects as assigned.

• Build strategic relationships with Mid-Market and Large Group (over 250+ Lives) clients and carrier partners. • Manage Mid-Market client project plans and lead client calls, serve as the primary contact for clients. • Support Benefit Consultant and Sr. Benefit Consultant on Mid-Market client accounts and lead standard accounts with minimal guidance. • Demonstrate proficiency in explaining technical analysis with regards to plan renewal, marketing, budgeting, contribution scenarios and demographic analysis. • Create client meeting deliverables and actively participate in the meetings. • Lead and manage the annual client calendar including strategic planning, renewal and marketing processes for clients. • Attend and conduct client meetings, including renewal and open enrollment. • Manage escalated and complex client issues with minimal guidance. • Manage product and carrier implementations. • Coordinate the management of client technology solutions alongside the EB Systems team, and have basic knowledge of systems and Electronic Data Integration (EDI). • Develop and deliver communication strategies for clients. • Responsible for staying abreast of latest compliance and benefit trends. • Review and oversee outsourced tasks before distribution to the client. • Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).

Newfront (a WTW company) embraces a flexible work environment and supports employees working remotely, hybrid, or in-office. This position is responsible for providing professional administrative support for the account management team to deliver great work to the client consistently and efficiently. You have strong organizational and interpersonal skills, ability to support all of the day-to-day account activities, and partner with the account management team to ensure that all client initiatives are executed precisely and flawlessly. This position will report to the Client Service Support Lead. We support one another to help each other grow and to be sure we succeed together in supporting our clients - We are a TEAM. We make a difference on a daily basis by providing exceptional service to our clients and their employees. What's exciting about this position is the variety in the work. No client is the same, so you cannot expect the same resolution will yield the same results each time. Every day provides the opportunity to learn something new, try new things, and have fun! Our best employee in this role has the willingness to learn, attention to detail, ability to meet deadlines, and is dependable. This position is an hourly, non-exempt, full-time role. This is a US-remote or hybrid based role with the option to work from any of Newfront’s offices. Pacific Time Zone work hours required. #LI - Remote What You’ll Be Responsible For: - Handle day-to-day questions, enrollment inquiries, etc. from clients in conjunction with the service team. - Prepare and distribute compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.). - Manage and/or respond to escalated and complex client issues with guidance. - Manage enrollment processing, research, and resolve eligibility and enrollment issues. - Manage client technology solutions in coordination with technology team. - Act as a back-up to the Client Managers. - 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. - 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. - Work with team to learn how to submit marketing projects compliant with established marketing standards. - 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. - May attend and participate in client renewal meetings. - May train the next level down (i.e. Sr. CR may train CR). - Other tasks, duties or special projects as assigned. Qualifications: - 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. - Minimum 2 years of benefits experience at a Brokerage preferred - 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. - Strong time management skills and ability to manage competing priorities and high volumes. - Strong 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. - Vast sense of curiosity and willingness to learn industry knowledge and trends. Preferred Knowledge, Skills and Abilities: - Benefits experience at a Brokerage preferred. Certificates, Licenses, Registration: - CA Department of Insurance Life License is required (to have or obtain within 3 months of starting). The pay range for this position in California, Washington, Colorado and New York at the commencement of employment is expected to be between $55,700 to $99,500/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. If hired, the employee will be in an “at-will position,” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. At Newfront, we are committed to hiring diverse talent and supporting an inclusive workplace environment. If you are excited about a role at Newfront but feel you’re missing a few of the qualifications, we still encourage you to apply and tell us about yourself. You may just be the next Newfront team member that we are looking for! Newfront is proud to be an equal opportunity workplace. Diversity is in our DNA and we believe that creating an inclusive workplace elevates the value we are able to bring to our customers and employees alike. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law. If you require reasonable accommodations throughout the application or interview process, please contact us at careers@newfront.com. For information regarding how Newfront collects and uses personal information, please review our Privacy Policy.

• Manage client relationships accounts up to $2-4MM in volume revenue. Develop the team service strategy, plan and processes to meet client needs. • Independently prepare for, plan and conduct client meetings. • Manage preparation of new business RFP’s; market new and renewal accounts; develop and manage service calendars and prepare presentations for new clients. • Provide strategic management new and renewal business risk identification and program design (including contract and claims history review.) • Participate in prospecting activities to both identify and close new business. • Partner with production teams to establish and maintain aligned service offerings and delivery of client needs. • Participate in carrier and industry activities. • Act as team or subject matter expert and specialized resource. Keep abreast of industry trends, changing markets, reviewing and mastering new or evolving specializations, policies or products. • Perform thorough contract reviews for clients. • Perform database file management and input information. Accurately manage and maintain documents in agency management systems. • Provide training to Account Managers. • May manage Account Managers, Account Coordinators and/or entire teams. • Perform other special projects as assigned.

• Assist with coordinating the internal service process for the Executive Risk Solutions team. • Prepare and send renewal solicitations; coordinate client update calls with insurance carriers. • Assist with marketing Management Liability programs for public/private companies. • Prepare client presentation and proposal materials including analyzing client risk and completing coverage reviews. • Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately. • Prepare invoices and manage tasks related to client billing. • Perform other duties and assist with special projects as assigned.