Retirement Plan Manager

🕒 il y a 1 mois

🌾 Nebraska – Distant

🌾 Nebraska – Remote

💵 $70 000 - $90 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

👔 Manager

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Patriot Growth Insurance Services, LLC

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 2019

💸 Finance

🤝 B2B

💰 Debt Financing en 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC est un leader dans la fourniture de solutions de gestion des risques et d'assurance, axé sur la promotion de la croissance des entreprises et la protection des objectifs personnels. Engagée à offrir un service inégalé, l'entreprise permet aux courtiers locaux de proposer des options d'assurance complètes, adaptées pour répondre aux besoins diversifiés des entreprises et des individus. En s'appuyant sur un vaste réseau de partenaires nationaux, elle se spécialise dans les domaines de l'assurance de dommages aux biens et des avantages sociaux des employés, garantissant ainsi à ses clients la protection et le soutien nécessaires pour poursuivre sereinement leurs objectifs.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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)