Serve as the primary operational contact for assigned clients, ensuring smooth delivery of defined benefits administration services.
Oversee operational teams and analyze data to support decision-making, client reporting, and process improvements.
Manage client-specific projects, resolve escalations, and maintain regular communication with stakeholders to ensure high-quality outcomes.
This position is listed on behalf of a partner company that manages all applications and next steps. It is a client-facing role focused on delivering defined benefits administration services within a global organization that emphasizes inclusion, wellbeing, and employee support.
Support existing IMOs and establish strong working relationships with internal constituencies.
Manage escalations, maintain knowledge of the annuity market, and partner on strategic initiatives.
Travel extensively and possess strong customer service, communication, and presentation skills.
Group 1001 is a consumer-centric, technology-driven family of insurance companies focused on delivering outstanding value and operational performance. The company emphasizes collaboration, communication, and risk management, with a culture that values diversity and employee well-being.
Provide daily phone coverage for the Notice of Loss 800 number, following scripts and best practices for customer interactions.
Assist customers by setting up claim first notices and keeping accurate records of all interactions and transactions.
Provide accurate and timely answers to routine claim inquiries while serving as a customer advocate.
Travel Insured International is a leading travel insurance provider with over 30 years of experience, offering travel protection plans to help individuals travel confidently. As part of Crum & Forster's Specialty Business Unit, it values inclusivity, diversity, and employee development with a supportive culture.
Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
Explain and ensure customers understand product options for routine inquiries and make recommendations.
Work with relationship managers and fulfillment analysts to initiate product requests.
Transamerica is a financial services company that provides insurance, retirement, and investment solutions to help people create financial freedom. With nearly 7,000 employees and as part of Aegon, they foster a collaborative, diverse, and inclusive culture focused on work-life balance and personal growth.
Provide top-notch customer service via phone, email, and chat to Lively account holders.
Solve complex tasks related to all Lively products with accuracy and empathy.
Generate bug reports and handle data reconciliation through Jira.
Lively offers modern HSA and benefit solutions using user-centric design and technology. It is a remote-first company headquartered in San Francisco with employees across the US.
Schedule, confirm, and manage appointments for benefit counselors, coordinating daily schedules to maximize efficiency and accommodate client needs.
Provide outstanding customer service by assisting clients with scheduling questions and general benefit enrollment information, maintaining accurate records.
Support the benefit team with administrative tasks including data entry, report preparation, and rescheduling appointments as needed.
Hilb Group is a Top 25 middle-market independent insurance broker offering expertise in property & casualty, employee benefits, HR consulting, and retirement services nationwide. The firm provides the resources of a big broker with the personal service of a small agency, driven by values of trust, passion, integrity, and growth.
Coordinate daily sales pipeline activity and support proposal preparation for retirement plan services.
Assist Regional Sales Directors and financial advisors with documentation, CRM updates, and client deliverables.
Maintain data accuracy, manage workflow systems, and build relationships with wholesalers and internal partners.
This role is placed on behalf of a partner company specializing in retirement services. They are a mission-driven organization focused on financial security, with a collaborative culture and employee engagement activities.
Professionally respond to inquiries via phone, email, and chat to maximize brand reputation.
Own complex inquiries and account-level issues requiring judgment and cross-functional coordination.
Serve as a go-to resource for procedural questions, mentor new hires, and contribute to process improvements.
Integrated Specialty Coverages is a technology and data-driven commercial MGA and insurance wholesaler. Backed by private equity firm Onex Partners, the company is a growth-stage Insurtech with a digitally focused team.
Gather and analyze client requirements for integrated pension and employee benefits administration solutions.
Collaborate with cross-functional teams to configure software and define testing criteria.
Conduct solution demonstrations and provide ongoing follow-up with stakeholders.
TELUS Health is a global health and well-being provider leveraging technology to improve health outcomes. The company employs nearly 10,000 people and fosters a culture of innovation and collaboration.
Answer inbound calls and provide accurate, clear, and timely responses to traveler and travel advisor inquiries.
Create cases in Salesforce to address customer needs such as documentation or policy changes.
Participate in weekly coaching sessions and meetings on camera in MS Teams.
Travel Insured International, a Crum & Forster company, is a leading travel insurance provider with more than 30 years in business. We offer travel protection plans to help individuals travel confidently, and we are committed to providing dependable coverage, great value, and customer satisfaction.
Serve as the primary point of contact for a high-volume portfolio of small group employer clients, managing day-to-day service needs via phone and email.
Build and maintain strong client and carrier relationships through proactive outreach and virtual meetings, handling high-level service issues with professionalism.
Support renewal processes, identify cross-sell opportunities, and maintain accurate client records in the CRM system.
CRC Benefits is an industry leading provider of benefits services. The company has earned a Top Workplaces USA award three years in a row, with a culture based on inclusion, trust, collaboration, and innovation.
Support complex large accounts by partnering with account executives on strategy, reporting, and renewal preparation.
Own a book of business independently, serving as the primary contact for smaller large-group clients.
Execute core benefits analyst responsibilities including financial analysis, carrier marketing, and vendor coordination.
Nava fuses deep benefits expertise with cutting-edge technology to deliver a modern, transparent, and affordable healthcare experience. Founded by seasoned entrepreneurs and backed by leading investors, Nava is one of the fastest-growing benefits brokerages in the country.
Manage ongoing customer strategy, service, and retention for an assigned book of business.
Collaborate with insurance carriers, general agents, and internal teams to deliver exceptional benefit consulting outcomes.
Stay updated on industry trends and regulatory changes to educate and enable customers.
Bennie is an employee benefits services and technology firm that helps companies create a healthier workplace by connecting disparate systems across the benefits supply chain. Bennie is a remote-first company with employees across the U.S. and values a culture of optimism, accountability, thoughtfulness, and health.
Manage the end-to-end onboarding experience for 401(k) plans, including new plan setups and conversions from existing providers.
Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video, guiding them through complex multi-step processes.
Monitor performance against key benchmarks and partner cross-functionally with Sales, Operations, and Legal to resolve issues and improve the client experience.
Gusto is a payroll, benefits, and HR platform that helps small businesses manage the hard stuff so owners can focus on their craft. With teams in Denver, San Francisco, and New York, the company supports over 500,000 small businesses and is building a workplace that reflects the people it serves.
Analyze and draft retirement plan documents to ensure compliance and alignment with client objectives.
Manage document lifecycles for qualified plans, working closely with teams to interpret sophisticated plan documents and code provisions.
Support client success through exceptional communication, timely solutions, and keen attention to detail.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a coast-to-coast network of 19 leading firms.
Provide high-level customer service by responding to telephone or email inquiries and resolving problems including fraud support and internet operations.
Act as a liaison between customers and various departments to resolve complex issues while navigating multiple computer systems.
Obtain thorough knowledge of products, services, rates, terms, fees, and applicable regulations.
U.S. Bank helps customers and businesses make better financial decisions and enables communities to grow. It is a large financial institution offering a wide range of career opportunities and a collaborative culture.
Respond to customer inquiries via phone and email, processing insurance transactions and escalations.
Build and maintain strong client relationships, support senior specialists, and mentor new team members.
Ensure compliance with service level agreements, identify process improvements, and collaborate with colleagues to achieve team goals.
Jobgether uses AI-powered matching to connect candidates with hiring companies. The partner company manages all applications and next steps, offering a collaborative work environment with opportunities for professional growth.
Serve as the main point of contact for TPA (external client) for new group implementations.
Gather and document TPA requirements including points of contact, due dates, account structures, and eligibility files.
Assist with project tasks, maintain project plans, and coordinate day-to-day tasks for implementation team members.
SmithRx is a Health-Tech company disrupting the pharmacy benefit management sector with a next-generation drug acquisition platform. With hundreds of thousands of members since 2016, the company has a mission-driven and collaborative culture.
Act as a trusted advisor to health plan clients, driving adoption and value realization of Collective Medical's technology.
Develop strategic account plans and foster collaboration between clients to share best practices and success stories.
Identify performance improvement opportunities and coordinate cross-functional teams to support revenue expansion and churn reduction.
PointClickCare is a health tech company that helps providers deliver exceptional care through a platform with the largest long-term and post-acute care dataset. The company is founder-led and privately held, with over 30,000 provider organizations and a culture recognized as one of Canada's Most Admired Corporate Cultures.
Manage an assigned book of business, ensuring account retention and supporting new business through policy management, renewals, and customer service.
Direct daily activities of the account management team, handling complex issues and maintaining technical competence.
Monitor accounts receivable, maintain agency systems, and communicate transparently with the team to ensure timely service and compliance.
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance solutions. With over 1,300 associates in more than 60 offices across the US and UK, IOA fosters a respectful culture, work-life balance, and community service commitment.