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.
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.
Lead benefits strategy and service delivery for an assigned book of business, acting as a trusted advisor to clients.
Develop and execute annual account plans, monitor industry trends, and provide regulatory guidance.
Collaborate with Sales, Technology, and Product teams to strengthen customer value and improve operational delivery.
The company is a benefits consulting firm that helps clients navigate complex benefits decisions and develop sustainable solutions. The company's size and culture are not detailed in the posting.
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.
Lead client management and retention efforts within an assigned region, ensuring customer satisfaction and revenue growth.
Serve as the primary liaison between customers, TPA leadership, and internal teams, providing consultative account management.
Drive strategic initiatives to improve client retention, operational alignment, and overall financial performance.
Point C is a national third-party administrator that delivers customized self-funded benefit programs. We are a mission-driven company focused on innovative cost containment solutions.
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.
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.
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.
Oversee, develop, and advance client experience and employee engagement initiatives through research, reporting, and presentations.
Compile data on trends and emerging issues impacting clients and their industries related to CX and EX.
Collaborate with brokers, policyholders, and internal teams to align client experience goals with employee engagement.
Berkley Alliance Managers offers innovative coverage and risk management solutions for brokers and policyholders. They focus on tailoring coverage for design, construction, accounting, and miscellaneous professional service industries, with a commitment to exceptional claims handling and comprehensive risk management.
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.
Manage the onboarding and ongoing success of employers with fewer than 3,000 employees, ensuring a seamless experience from launch through long-term engagement.
Serve as the primary point of contact for a portfolio of employers, partnering closely with Broker Partnerships, Marketing, Product, and Operations.
Identify opportunities to increase awareness and utilization of the Rula benefit through customized communications and support.
Rula is a mental health company dedicated to providing quality, evidence-based care and reducing stigma around mental health. They are a remote-first organization with a culture of inclusion and diversity, and they currently hire in most U.S. states.
Manage all aspects of client personal insurance needs, from information gathering to policy administration.
Explain coverages, suggest enhancements, and resolve customer inquiries.
Maintain client relationships, handle account records, and process renewals and endorsements.
Hilb Group is a Top 25 middle-market independent insurance broker offering property & casualty, employee benefits, HR consulting, and retirement services. The company provides the resources of a big broker with personal service, and values trust, passion, integrity, and growth.
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.
Manage end-to-end delivery of employee benefits programs for US customers, including open enrollment, renewals, and compliance.\n- Act as main point of contact for US customers on benefits questions and escalations, building trust.\n- Support product strategy as subject-matter expert on US employee benefits, translating market realities into product requirements.
Happl is an employee benefits platform that helps companies manage their benefits programs. It is a remote-first company with a small team focused on the US market.
Partner with senior team members to leverage account management systems and dashboards to identify opportunities for revenue growth.
Consult with clients on planning, executing, and analyzing tailored engagement strategies to drive member activation and retention.
Lead client engagement initiatives, collaborating with Marketing and cross-functional teams to design events and support new account implementations.
Crossover Health is a national, team-based medical group delivering an innovative Primary Health model that integrates primary care, physical medicine, mental health, and more. The company focuses on wellbeing and prevention, and it is building a community of members that embraces healthcare as a proactive part of their lifestyle, fostering a collaborative and interdisciplinary culture.
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.
Deliver excellent customer experience by building rapport, understanding needs, and providing knowledgeable support in a fast-paced environment.
Answer incoming calls, service existing accounts, educate customers on coverage, and resolve policy, billing, and account questions.
Quote additional insurance products, complete applications, meet performance objectives, and maintain knowledge of insurance products and regulations.
Our partner is a company providing insurance customer service and support across the United States. They offer a collaborative work environment focused on customer service, teamwork, and employee development with opportunities for growth.
Manage client relationships and act as a sponsor for multiple projects concurrently.
Monitor project scope, cost, and deliverables to ensure alignment with contractual obligations.
Resolve client escalations and manage program-wide issues to keep projects on schedule.
Quantum Work Advisory, a subsidiary of Allegis Group, specializes in workforce technology and workforce transformation advisory services. Supported by Allegis Group's 40-year legacy and $15 billion in revenues, we are committed to transforming workforce strategies and enhancing organizational performance.