Key skills
Communication
About this role
Role Overview
- Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence
- Serves as the primary administrative point of contact and advocate for assigned institutions
- Develops holistic plan management routines that help identify plan efficiency opportunities
- Proactively brings data driven insights to integrated team and institutional clients
- Responds to customers' inquiries and manage issues that arise with specific products and services
- Deepens relationships with plan sponsors, HR partners, and internal support teams
- Works with business partners to implement business plans and structured communication process and activities that deliver on business goals
- Partners with CSM I in pooled model to ensure specific administrative and operational activities are managed for institutional clients
Requirements
- 3+ Years Required; 5+ Years Preferred
- University (Degree) Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (Resident State)
- Multiple Issuers required
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings