Retirement Plan Manager

🕒 Maio 8

🌾 Nebraska – Remoto

🌾 Nebraska – Remote

💵 $70.000 - $90.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👔 Gerente

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Patriot Growth Insurance Services, LLC

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2019

💸 Finanças

🤝 B2B

💰 Debt Financing em 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC é um provedor líder de soluções de gestão de riscos e seguros, focado em promover o crescimento dos negócios e proteger metas pessoais. Com um compromisso em oferecer um serviço incomparável, eles capacitam corretores locais a oferecer opções de seguro abrangentes, adaptadas para atender às diversas necessidades de empresas e indivíduos. Ao aproveitar uma vasta rede de parceiros nacionais, eles se especializam em property & casualty e benefícios para funcionários, garantindo que seus clientes recebam a proteção e o suporte necessários para perseguir seus objetivos com confiança.

Descrição

• Serve as the primary point of contact for group retirement and individual wealth planning clients, delivering responsive and high-quality service • Oversee daily operations for retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h), ensuring accuracy and timeliness • Coordinate client meetings, reviews, and service activities while maintaining organized records and documentation within CRM systems • Deliver participant education sessions and respond to inquiries related to retirement planning, investments, and risk considerations • Ensure compliance with applicable regulations and coordinate with vendors, broker/dealers, and internal stakeholders • Generate reports and track key metrics to monitor client activity, service levels, and operational performance • Support advisors and internal teams to ensure alignment, execution, and consistent service delivery • Identify opportunities to improve processes, enhance client experience, and expand retirement service offerings.

🎯 Requisitos

• 5+ years of experience in retirement plan management or retirement services • Active Nebraska Life & Health Insurance License • Series 6 or Series 7 and Series 63/65/66 licenses required • Strong knowledge of retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h) • Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite • Bachelor's degree in Business, Finance, or a related field • Strong communication, organizational, and problem-solving skills • Proven ability to manage multiple priorities while building and maintaining strong client relationships.

🏖️ Benefícios

• Medical, Dental, and Vision Benefits • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs • Company paid Short-Term Disability, Long-Term Disability and Group Term Life • Company paid Employee Assistance Program • Paid Parental Leave • Paid holidays • Personalized PTO • 401 (k)