Service Lead - Remote

Remote - USA

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The modern insurance brokerage that combines excellent service and streamlined technology.

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A bit about Newfront:
From the the Lloyd’s of London coffee shop to the moon landing, every venture relies on insurance. The $1 trillion insurance industry is fundamental to our economy and society, but remains stuck in the stone age. Incumbents rely on antiquated pen-and-paper process and there's a huge opportunity to transform it through technology. At Newfront, we're building software to supercharge insurance brokers and help them deliver a delightful experience to clients.
While we’re a technology-driven company, we believe that people and trusted relationships matter. Newfront believes in empowering people rather than "disrupting" them. Our singular mission is to create the future of work for this massive industry.
We believe breakout growth creates breakout opportunities and diversity drives innovation.
SUMMARY: This position is responsible for the strategic oversight of employee benefit programs for client companies and for ensuring customer satisfaction. Your passion for problem-solving helps you identify opportunities for Newfront to help clients meet their business objectives. Your exceptional communication skills help you connect with clients by email and phone - quickly establishing trust and rapport.
FROM THE TEAM: 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 a salaried, exempt and full-time position.
  • This position is remote and/or option to work from any Newfront office location. #LI-Remote
  • This position reports to: Major Market Leader.


  • Responsible for end-to-end client management including prospecting, onboarding, relationship management, engagement, and satisfaction.
  • Independently manage a book of business to be determined with the Segment Lead.
  • Guide Client Managers and Senior Client Managers in operational and tactical responsibilities.
  • Manage and coach Benefits Consultants, Sr.  Client Managers, and Client Managers for delivery of service consistent with the client engagement framework. 
  • Responsible for the training, development, and performance management of direct reports.
  • Demonstrate proficiency in order to explain technical analysis with regards to plan renewal, marketing, budgeting, contribution scenarios, and demographic analysis.
  • Lead account renewal presentations and efforts by coordinating teams and activities.
  • Build and maintain carrier relationships as the primary point of contact, subject matter expert, and advisor. 
  • Develop short- and long-term strategies with clients to improve benefit programs, maintain cost, and design and implement new programs.
  • Manage vendor relationships to ensure positive performance and results for clients; understand product options to make recommendations; oversee implementations, and resolve escalated issues.
  • Manage the marketing process; negotiate with the carriers about rates, service, and performance guarantees.
  • Direct and coordinate implementation of new plans, vendors, and administrative services.
  • Provide specialized service/advanced knowledge as area experts across the client base.
  • Attend and participate in external seminars as a company representative for education and industry networking.
  • Assist with the strategic design and/or selection of comprehensive wellness programs.
  • Work closely and strategically with producers.  Support Producers with prospecting efforts.  Identify and implement opportunities to partner with Newfront consultants across other lines of business.
  • Other tasks, duties, or special projects as assigned.
  • To perform this position successfully, an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.


  • Exceptional negotiation and communication skills:  written, public speaking and presentation preparation.
  • Professional composure and exceptional customer service skills, diplomacy, professionalism and tact.
  • Proficient knowledge and use of Microsoft Office and advance complexities of features.
  • Ability to be resourceful, take initiative, solve problems, create solutions, and lead process improvements.
  • Thrives working with others in a fast-paced environment.  Exceptional management skills. Ability to train, delegate, provide oversight and give feedback.
  • Adaptability and flexibility to proactively anticipate and address issues and client needs.
  • Exceptional time management skills and the ability to navigate demanding schedules, priorities, and volumes.
  • Ability to learn, adopt and train use of technology systems and software applications.
  • Exceptional at multi-tasking and flexibility to manage ever changing priorities and deadlines.
  • Exceptional Time Management skills.
  • Proficient at multiple and strategic project planning including extended time management.
  • Ability to forge relationships, build trust and manage up and down.
  • Excellent management, people, and team-building skills.  Ability to coach and motivate others.


  • Bachelor’s degree preferred.
  • Minimum of 8-10 years of work experience in a brokerage.
  • Licensed within 1 month of hire.
  • Benefits experience required.
  • Independently lead accounts and provide guidance to team, including accounts that you do not lead and team members that do not work on your specific clients.
  • Extreme confidence in industry expertise and understanding of industry trends
  • Ability to leverage industry relationships.


  • CA Department of Insurance Life License (required).

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Requires moderate to long periods of time sitting at a desk, using computer monitor and keyboard, speaking on the phone, etc. 
  • Requires short to moderate (intermittent) periods of time standing or walking, often to and from meetings that require sitting.
  • Requires very occasional lifting of objects (mostly documents, lap top equipment, etc.) that weigh fewer than 20 pounds.
  • Requires occasional driving to and from company and client meetings, events and/or conferences.
Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients so they can focus on building success.
Newfront is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Learn more about our commitment to diversity and inclusion.
Newfront provides reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at
Job region(s): North America
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