Manage an assigned book of retirement 401(k) plans to ensure client satisfaction, retention, and profitability.
Serve as escalation point for service issues, consulting on plan design and compliance with ERISA.
Train clients on systems and resources, and cross-sell products to deepen relationships.
Transamerica is a financial services company offering insurance, retirement, and investment solutions to help people achieve financial freedom. They employ nearly 7,000 people as part of the international Aegon group, fostering a collaborative and inclusive culture.
Lead day-to-day administration and service delivery for retirement plans.
Serve as primary point of contact for retirement plan and wealth clients.
Conduct participant education sessions on retirement planning and investments.
The Olson Group is an employee benefits consulting firm specializing in retirement planning and group insurance plans. Since 2003, they have maintained a 90% client retention rate, emphasizing outstanding customer service.
Provide support to participants and clients regarding eligibility, benefits, claims, and general plan inquiries via phone and email.
Document all customer interactions accurately in the call tracking system and navigate multiple systems to assist customers.
Maintain confidentiality in accordance with HIPAA standards and contribute to a positive, team-oriented environment.
Point C is a National third-party administrator that delivers customized self-funded benefit programs. They are a mission-driven company focused on innovative cost containment strategies.
Set strategic vision for client service excellence across a complex benefits administration environment.
Oversee performance management, team development, and cross-functional execution as a senior escalation point.
Collaborate with clients, project management, and customer success teams to drive retention, growth, and high-quality service delivery.
Our partner provides technology-enabled benefits administration solutions. They focus on client service excellence and operate in a complex benefits administration environment.
Orchestrate the transition to holistic financial wellness programs by working closely with clients to understand their unique needs and goals.
Develop and implement tailored financial wellness strategies aligned with client objectives and culture.
Foster strong client relationships, ensure program success, and drive participant engagement through education and advocacy.
CAPTRUST is a wealth management and retirement planning firm that provides financial wellness and advisory services to clients. The company fosters a collaborative culture and offers opportunities for professional growth, with a focus on high standards and employee engagement.
Delivers independent client support, handling complex service tasks and supporting renewals with limited oversight.
Serves as a technical resource for HRIS and enrollment platforms, benefits communications, and standard reporting.
Responds to complex client questions and manages defined lifecycle tasks while informally guiding peers.
IMA Financial Group is an independent insurance brokerage that provides a wide range of insurance and financial solutions. The company is large enough to serve clients globally but small enough to implement ideas quickly, and it has been recognized as a Best Place to Work by multiple publications and as one of the fastest-growing companies.
Serve as the primary client contact for benefits administration, including Open Enrollment and renewal execution.
Build strong client relationships and manage day-to-day liaison with carriers and vendors.
Mentor Benefits Specialists and ensure compliance with multi-state benefits regulations.
Melita is a trusted HR, Benefits, and Payroll outsourcing partner to small and mid-sized employers across the U.S. For over 30 years, they have operated on a simple principle: help clients succeed by innovating, serving, and supporting their HR, Benefits, and Payroll needs.
Partner with the Chief Customer Officer to shape and execute customer strategy, ensuring consistent engagement across investor/customer health plans.
Lead the operating rhythm for the bi-weekly Customer Advisory Committee, including agenda development, executive communications, and follow-through.
Track adoption, value, and insights related to medication contracting, supporting annual business and financial planning with customers.
Evio is a pharmacy solutions company founded by Blue Cross Blue Shield health plans to reform high-cost medication access, serving over 20 million members. With a team of six health plan owners and a culture emphasizing empathy, diversity, and transparency, Evio is a small, intentional organization focused on transformative initiatives.
Manage an assigned employee benefits book of business, delivering high-quality service and overseeing renewals, implementations, and benefits administration.
Lead the account team, directing Account Coordinators to maintain productivity, accuracy, and service standards.
Serve as a trusted advocate for clients, coordinating with carriers and stakeholders to resolve issues and identify growth opportunities.
The company specializes in employee benefits and insurance services. It fosters a supportive, collaborative, and respectful work environment with a focus on work-life balance and professional growth.
Manage complex customer escalations and serve as primary point of contact for VIP and enterprise customers.
Communicate with customers and vendors via phone, email, and chat to resolve issues and maintain positive relationships.
Identify trends in customer feedback and recommend improvements to processes, policies, and products.
CharterUP is transforming the group transportation and mobility market with an AI native platform. The company has grown profitably and efficiently with $60 million Series A funding and a remote-first culture.
Develops and maintains trusted advisor relationships with existing customers and stakeholders to enhance retention.
Supports complex, high-profile accounts, collaborating with internal teams and external partners for best-in-class service.
Analyzes client requirements, drives issue resolution, and facilitates benefit changes with operational ownership.
Navitus is a pharmacy benefit manager (PBM) alternative dedicated to removing cost from the drug supply chain to make medications more affordable. The company is committed to diversity, creativity, and growth, fostering a team-oriented culture.
Build relationships with benefits consultants and brokers across the U.S., identifying opportunities to strengthen partnerships.
Develop a deep understanding of LearnLux's product and value proposition to educate consultants effectively.
Serve as a feedback loop to internal teams and collaborate with sales to support strategic plans and prospecting efforts.
LearnLux is a provider of workplace financial wellbeing, blending digital planning with access to Certified Financial Planner™ professionals. As a remote-first startup backed by prominent investors, we foster a supportive, inclusive team culture focused on employee growth and wellbeing.
Part of the operations team responsible for client relationship management across multiple offices.
Prepare related forms, process trades, and assist with client onboarding and maintenance paperwork.
Assist with multiple projects while ensuring compliance with firm requirements and developing marketing efforts.
Choreo is a wealth management firm servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning. With over 200 employees and 40+ locations across the country, we foster a collaborative and inclusive culture.
Provide high-touch operational support and specialized coordination across customer workflows.
Manage complaint and escalations investigations and resolution end to end.
Collaborate cross functionally with internal teams to resolve issues and advocate for clients.
Lyra Health provides evidence-based mental health care, serving over 20 million people globally. The company has published more than 35 peer-reviewed studies and delivered unmatched outcomes.
Manage day-to-day administration of employee benefits programs including medical, dental, vision, life insurance, disability, retirement, and leave.
Lead annual benefits renewals and open enrollment, ensuring competitive and compliant offerings through partnerships with brokers and vendors.
Ensure compliance with federal, state, and local regulations, and oversee benefits communication, education, and new hire orientation.
Exol provides flexible and scalable outsourced warehouse services, specializing in automated warehousing solutions for businesses of all sizes. As an independently managed joint venture between Symbotic and SoftBank, Exol operates state-of-the-art distribution centers and focuses on efficient goods movement across CPG, food and beverage, wholesale, and retail sectors.
Administer and guide staff on ADA and ACA policies, leave of absence, and workers' compensation matters.
Manage ACA designations within ADP and conduct meetings with staff and leaders on leave and benefits.
Track employee injuries, report claims to workers' compensation carriers, and support open enrollment and retirement services.
BlueSprig is a company dedicated to changing the world for children with autism through applied behavior analysis and support services. They are a Great Place To Work certified organization with a focus on inclusion and growth.
Prepare, review, and coordinate retirement plan documents including adoption agreements and trust agreements.
Manage onboarding workflows from initial document preparation through execution and completion.
Partner with advisors, clients, and internal teams to ensure accuracy, compliance, and timely execution.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. It is recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, with a network of 19 leading firms.
Provide outstanding customer service to families and coordinate information between physicians, insurance companies, and clinics.
Obtain insurance authorizations and research benefits, eligibility, and authorization requirements.
Communicate cost shares and financial responsibilities to families to help them make informed treatment decisions.
Cranial Technologies is the only company dedicated to researching and treating plagiocephaly (flat head syndrome) and correcting infant ear shapes with EarWell. They have treated over 500,000 babies and offer a remote, customer-focused culture.