The Retirement Benefits Analyst supports the administration of qualified and non-qualified retirement plans in the US and Canada, acting as a subject matter expert on relevant federal, state, and local laws. Responsibilities include researching, analyzing, and administering plans, reconciling contributions, auditing data, handling escalated inquiries, and serving as a point of contact for audits and regulatory filings like Form 5500.

The primary responsibility involves building long-term client relationships by providing secure, Zoom-based virtual consultations from home. Representatives will deliver clear, professional guidance regarding life, accident, and supplemental health coverage.

The Specialist provides administrative support to Partners, Directors, and Managers, while also independently assisting the Professional Services Teams with daily tasks such as processing enrollments, responding to inquiries, and managing commission reviews. This role is crucial for ensuring business growth through accurate data entry, timely processing, and effective issue escalation.

The Senior Manager will lead and direct the scheduling team to optimize volume and staffing for operational efficiency and excellent customer service while managing and growing a portfolio of Fleet Maintenance clients for retention and expansion. This role involves acting as an escalation point for complex customer issues, making decisions to ensure measurable client results, and implementing robust performance management processes.