Provide excellent client and advisor experience during plan implementation.
Coordinate data collection and act as a liaison between clients, advisors, and platform providers.
Set up internal systems and load information into compliance software.
We are a vibrant and growing national third-party administration firm specializing in retirement plan services. We have a nationally recognized sales team and offer advancement opportunities for our professionals.
Conduct administrative intake and scripted clinical intake of calls, providing quality customer service to providers and staff.
Collect and enter confidential information with high confidentiality, maintaining high-quality documentation standards.
Meet key performance indicators like Average Talk Time and quality, while adhering to HIPAA and regulatory standards.
WNS, part of Capgemini, is an Agentic AI-powered leader in intelligent operations and transformation, serving over 700 clients across 10 industries. With operations in 13 countries and more than 66,000 employees, WNS combines scale, expertise, and execution to create meaningful, measurable impact.
Build and audit client sites, including benefit plan rules, plan details, rates, and enrollment rules, ensuring proper system functionality and quality.
Prepare employee and employer communication documents, triage client tickets, and resolve data discrepancies with external vendors.
Audit system data from various sources, produce summary and detailed reporting, and prioritize tasks effectively in a fast-paced environment.
bswift is a leading benefits administration company that simplifies the complex world of employee benefits with cloud-based technology and services. The company serves thousands of companies and millions of people nationwide, fostering a fun, flexible, and creative environment that values excellence, accountability, and superior service.
Act as the single point of contact for plan sponsors, delivering superior customer service and solving issues.
Communicate key plan features, assist with compliance, and manage annual testing and reporting.
Maintain up-to-date knowledge of ERISA legislation and collaborate cross-functionally to optimize customer plans.
Human Interest is on a mission to ensure that all workers have access to retirement benefits by making it affordable for small and medium-sized businesses. It is a high-growth fintech company backed by top investors including BlackRock, SoftBank, and TPG, and has been recognized as a Great Place to Work.
Enter, update, and maintain customer information in company systems
Contact customers via phone or email to respond to inquiries and resolve routine questions
Maintain accurate records of customer interactions and work on assigned projects
CRC Benefits is an industry leading provider of benefits services. The company has a culture based on inclusion, trust, collaboration, and innovation, and has earned a Top Workplaces USA award three years in a row.
Serve as the primary point of contact for client questions and service inquiries, ensuring prompt and professional responses.
Coordinate with internal teams to track requests, resolve issues, and maintain accurate records in company systems.
Assist with onboarding, documentation, and administrative processes while protecting confidential information.
ApTask is a workforce solutions company that provides talent acquisition, staffing, consulting, and permanent placement services. It offers a remote work environment and a collaborative, growth-oriented culture.
Support benefits administration system implementations on the Employee Navigator platform.
Manage client expectations, project manage between vendors and carriers, and resolve system issues.
Assist with ACA processes, data auditing, and client training and demonstrations.
EPIC Insurance Brokers & Consultants is an insurance brokerage and consulting firm headquartered in New York, founded in 2007, with over 3,000 employees nationwide. The company values Owner Mindset, Inspire Trust, Think Big, and Drive Results, and fosters a diverse, inclusive culture that invests in employee growth.