Elevate your career as a remote Benefits Advisor focusing on retirement planning and group benefits. Collaborate with a Senior Managing Consultant and manage diverse client accounts.
In this fully remote role, you'll be essential in the daily management of client accounts, emphasizing reporting, analysis, and exceptional client service. Ideal for analytical candidates passionate about group benefits and retirement plans, this position allows for professional growth in a client-focused environment.
Key Responsibilities:
• Prepare quarterly and annual reports for retirement plans
• Develop governance and performance reports for clients
• Support client relationships and address inquiries
• Liaise with insurance carriers for data and plan information
• Actively participate in client meetings for deliverables
Requirements:
• Proficient in Microsoft Excel and MS Office Suite
• Experience in group benefits and retirement plans
• Familiarity with insurance car...