401K New Business Coordinator - 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: As a 401K New Business Project Coordinator, you are the quarterback that drives projects forward and keeps them on track. You will be managing our client onboarding processes, including managing 401(k) record keeper transitions from the top down and working with our clients to ensure a smooth transition. This position is responsible for keeping the overall project on track, providing guidance to our clients, and troubleshooting them along the way. This position is also responsible for establishing direct-bill clients on appropriate systems and generating client invoices each month. 
FROM THE TEAM: Newfront's Retirement Services team is among the best in the country, providing advisory services to some of the Bay Area's fastest growing companies. Our team prides itself on enabling each team member to grow and advance in their role, as well as within the organization. Our team also encourages and supports each team member to get involved in corporate and community initiatives unrelated to the role itself. Working in this role means working in a fast-paced environment and collaborating with the team to provide unique and tailored solutions for our client’s retirement plan offering. We pride ourselves on our flexibility and ability to customize everything we do for our clients.


  • This position is a salaried, exempt and full-time position.
  • This position is full-time remote with options to work from any of our Newfront Offices as needed. #LI-Remote
  • This position reports to: VP, Operations.


  • Oversee the new client onboarding process, including gathering client information and internal systems set up.
  • Coordinate and manage 401(k) recordkeeper transitions.
  • Consult directly with Newfront’s Retirement Services clients to understand and address their needs.
  • Collaborate with our Operations and Account Management Teams to facilitate onboarding.
  • Anticipate and proactively prevent issues to minimize errors and delays.
  • Drive the transition and onboarding process, manage internal and external stakeholders to keep clients happy, engaged, and on track.
  • Identify areas to make the Retirement Services team more efficient and to help our team scale.
  • Oversee the invoicing of all direct-bill clients by setting up new clients on internal systems, generating invoices, and facilitating delivery of invoices to appropriate client contacts on specified cadences.
  • Perform other duties and 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.


  • Excellent communication skills: written, public speaking, and presentation preparation.
  • Excellent customer service skills, professionalism, and tact.
  • Proficient knowledge and use of Microsoft Office and advanced complexities of features.
  • Ability to be resourceful, take initiative, solve problems, and offer solutions.
  • Adaptability and flexibility to address issues and respond to client needs.
  • Excellent time management skills and ability to manage competing priorities and high volumes.
  • Ability to learn and adopt use of technology systems and software applications.
  • Ability to multi-task, understand urgency, and deal with changing priorities and deadlines.
  • Proficient at project planning and time management; ability to balance multiple projects simultaneously.
  • Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.
  • Strong understanding of industry knowledge and the ability to analyze data.
  • Strong interpersonal skills and ability to build relationships with new clients.


  • 1-3 years of experience in a client-facing role or comparable project-management experience.
  • Experience with 401(k) plans or financial services preferred.
  • High School Education required; Bachelor’s Degree Preferred.
  • Formal project management training is a plus.

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.
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 recruiting@newfront.com.
Job region(s): North America
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