Senior Group Retirement Specialist
CurrentMy overall role is to provide best in class service to group retirement clients, investigating and responding to issues and concerns brought forward from Plan Administrators and their employees.Key responsibilities include: • Account management for Group Retirement clients• Account management for Group Benefit clients• Member level assistance with day to day administration• Liaison between plan sponsor and provider• Assistance with legal and regulatory compliance• New group marketing preparation • Onboarding new business implementations• Assistance coordinating member education