Monitors support queue and responds to client retirement plan questions.
Researches and assists in solving complicated client requests.
Actively maintain knowledge of retirement industry rules and regulations.
Ubiquity Retirement and Savings (dba Decimal Inc) provides retirement and savings solutions. They foster an inclusive and diverse workplace where everyone feels like a valued member of the Ubiquity family.
Regularly consults with assigned clients to maintain a positive relationship.
Proactively uncovers ways to improve the daily operations of the plan.
Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Their culture is collaborative and they value differences and colleagues who share a spirit of generosity.
Build relationships and educate customers on retirement plans through inbound calls.
Deliver an outstanding experience through financial advice and mentorship.
Assist customers with plan design inquiries, balance transfers, and account information.
Voya Financial, Inc. is a leading retirement, employee benefits and investment management company. They help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships.
Learn products in assigned specialty area and understand regulations.
Explain product options for routine inquiries and recommend products.
Identify multi-product needs and connect customers to specialists.
Transamerica provides insurance, retirement, and investment solutions. With millions of customers and thousands of employees globally, Transamerica is part of Aegon, an international financial services group with a diverse workforce, that offers tools and solutions focused on helping people plan for the best life possible.
Conduct presentations to improve awareness of plan features and grow plan assets.
Actively participate in benefit fairs and new employee orientations.
Assist with targeted education campaigns to increase participation and deferral rates.
Corebridge Financial partners with financial professionals and institutions to make it possible for more people to take action in their financial lives. It is one of the largest providers of retirement solutions and insurance products in the United States.
Serve as the primary point of contact for escalated employee benefit inquiries.
Access and work within the client’s internal systems, such as case management platforms, Slack, and email.
Support Annual Enrollment activities, including executive-level assistance where needed.
Bswift has been transforming benefits administration since 1996, making it simpler, smarter, and more human. From downtown Chicago, and remotely across the country, they serve thousands of companies and millions of people nationwide; they're reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces.
Help individuals, families, or business owners with their financial goals.
Create financial roadmaps through our financial solutions, products and services.
Provide guidance on retirement planning, wealth accumulation, and investments.
Traction Forge Financial prioritizes families' financial needs in decision-making. The company educates people from all backgrounds about finances and partners with top Fortune 500 companies to offer complimentary financial plans.
Serve as a trusted guide for clients during onboarding, ensuring each group starts on time.
Answer questions and resolve issues across channels related to benefit administration and compliance.
Problem-solve with urgency when setup or configuration issues arise, ensuring programs start accurately.
Vitable is a health benefits platform that aims to make healthcare better for employers of everyday workers. They bring accessible, high-quality care to over 85 million uninsured and underinsured Americans and are growing rapidly, looking for eager team members who are hungry for change.
Coach and mentor Partner Account Managers to achieve revenue goals.
Recruit and retain Partner Account Managers, coaching sales processes.
Manage the end-to-end sales process and forecast sales.
Human Interest aims to provide all workers access to retirement benefits, addressing the fact that over half of working Americans aren't saving enough. They are a high-growth fintech company backed by investors, working to make retirement plans affordable and accessible for small and medium-sized businesses.
Manage and maintain customer payment plans, ensuring accuracy and continuity
Proactively contact customers to support retention and prevent cancellations
Handle inbound and outbound customer inquiries related to payments and accounts
APCO Holdings partners with dealerships across North America to deliver innovative vehicle protection products and services that enhance the ownership experience for customers and drive growth for our partners. Their teams work collaboratively across operations, technology, risk, finance, marketing, and sales to deliver solutions.
Work full cycle deals from demo complete to close.
Research and target companies using prospecting tools.
Build and manage a pipeline.
Human Interest aims to provide retirement benefits for all workers, focusing on affordability and accessibility for small and medium-sized businesses. They are a high-growth fintech company backed by investors including BlackRock, TPG, and SoftBank.
Communicate with our members via phone and email, exhibiting care in every interaction
Listen to our members, providing empathy and solutions to their unique needs
Accurately document Member interactions and activity
Achieve is a leading digital personal finance company that provides innovative, personalized financial solutions to help people move from struggling to thriving. They have over 3,000 employees in mostly hybrid and work-from-home roles across the United States.
Provide clear, kind, and empathetic answers to customer requests via email, chat, and phones.
Understand core functions of assigned products and meet or exceed production targets set by manager.
Contribute to documentation improvements by suggesting edits or additions, modeling company and team values.
Planning Center, established in 2006, supports over 90,000 churches worldwide, offering web and mobile products to facilitate communication, organization, and event coordination. Being an independent and debt-free company, they foster a remote work environment with tools like Asana, Slack, Notion, and Zoom, gathering thrice annually in Carlsbad, CA to strengthen team relations.
Enthusiastically coach and develop a team of Operations Specialists/Associates
Manage escalations, carefully managing complex issues to a full resolution
Monitor and react to changes in leading Indicators and other KPIs to drive excellence in processing financial transactions
Human Interest aims to provide all workers access to retirement benefits. They are a high-growth fintech company changing the retirement industry and are backed by a number of investors.
Manage multiple channel interactions with excellent communication skills.
Effectively present and discuss products and services to providers.
Establish and maintain positive relationships with providers.
Capital BlueCross is an independent licensee of the Blue Cross Blue Shield Association. We are an equal opportunity employer committed to a culture of diversity and inclusion.