Vacancy Description
**About The Role**
Our **Employee Benefits & Retirement Division** is excited to welcome you to our client-focused culture. Join us with your group benefits experience as our next **Client Service Representative (CSR)** .
This is an opportunity to further develop your client service and analytical skills as a **Permanent Full-Time CSR** within our Employee Benefits Division.
**What You’ll Do**
+ Monitor employer-sponsored retirement plans, serving as the primary liaison between plan administrators, insurance carriers, and advisors
+ Oversee the implementation of new group retirement plans, ensuring each plan launches accurately and in compliance with regulatory requirements
+ Build and maintain long-term client relationships, addressing inquiries directly or liaising with insurance carrier representatives for timely resolution
+ Track key plan metrics including contribution rates, member participation, investment fund ...
Our **Employee Benefits & Retirement Division** is excited to welcome you to our client-focused culture. Join us with your group benefits experience as our next **Client Service Representative (CSR)** .
This is an opportunity to further develop your client service and analytical skills as a **Permanent Full-Time CSR** within our Employee Benefits Division.
**What You’ll Do**
+ Monitor employer-sponsored retirement plans, serving as the primary liaison between plan administrators, insurance carriers, and advisors
+ Oversee the implementation of new group retirement plans, ensuring each plan launches accurately and in compliance with regulatory requirements
+ Build and maintain long-term client relationships, addressing inquiries directly or liaising with insurance carrier representatives for timely resolution
+ Track key plan metrics including contribution rates, member participation, investment fund ...
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