About The Role
Our Employee Benefits & Retirement Division is excited to welcome you to our client-focused culture. Join us with your group benefits experience as our next Client Service Representative (CSR).
This is an opportunity to further develop your client service and analytical skills as a Permanent Full-Time CSR within our Employee Benefits Division.
What You’ll Do
Monitor employer-sponsored retirement plans, serving as the primary liaison between plan administrators, insurance carriers, and advisorsOversee the implementation of new group retirement plans, ensuring each plan launches accurately and in compliance with regulatory requirementsBuild and maintain long-term client relationships, addressing inquiries directly or liaising with insurance carrier representatives for timely resolutionTrack key plan metrics including contribution rates, member participation, investment fund performanc...