Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

DC Plan Administrator

Farmer & Betts, Inc.
(Remote / Tacoma WA / CO / OR)

Farmer & Betts, Inc. logo

Retirement Plan Administrator

Premier Plan Consultants
(Remote / San Diego CA)

Premier Plan Consultants logo

Retirement Plan Consultant

DWC - The 401(k) Experts
(Remote)

DWC - The 401(k) Experts logo

Retirement Plan Consultant (RPC)

Qualified Plan Consultants, LLC (QPC)
(Remote)

Qualified Plan Consultants, LLC (QPC) logo

Plan Compliance Analyst (Administrator)

RPA
(Remote / Falls Church VA)

RPA logo

401(k) Recordkeeping Manager

July Business Services
(Remote / Waco TX)

July Business Services logo

Customer Experience Specialist

Aimpoint Pension
(Remote / Pompano Beach FL)

Aimpoint Pension logo

Retirement Plan Consultant

Cetera Retirement Plan Specialists
(Remote)

Cetera Retirement Plan Specialists logo

Senior Account Analyst

Nolan Financial
(Remote / Bethesda MD)

Nolan Financial logo

Account Representative

Nolan Financial
(Remote / Bethesda MD)

Nolan Financial logo

Senior Retirement Plan Administrator

TPS Group
(Remote / Buffalo NY)

TPS Group logo

DC Plan Administrator

Retirement, LLC
(Remote / Oklahoma City OK)

Retirement, LLC logo

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Sr. Retirement Analyst

Baldwin Risk Partners

in Remote / FL

Logo for Baldwin Risk Partners

Position Summary:

The Retirement Plan Service Associate is an integral part of the retirement team demonstrating consistent proficiency in delivering a high level of service with an emphasis on addressing client / participant requests and resolving needs / issues with professionalism and great attention to detail. Functioning as the primary day-to-day contact for corporate retirement plan clients.

Principal Responsibilities:

  • Managing daily inquiries regarding client and/or participant needs.
  • Build strong relationship with clients, plan sponsor representative and advisors to maximize successful participant outcomes.
  • Communicating, researching, diagnosing and determining proper course of action to resolve client and/or participant needs with other retirement plan team or external vendors.
  • Supporting a continuous improvement environment by providing regular feedback to advisors on the client/participant requests received.
  • Analyzing prospective adopter’s current / prior plan documents, testing, etc. to identify their current/prior plan design.
  • Collaborate with team to onboard new worksite adopters of a PEO / MEP.
  • Continuous outreach to worksite adopters to ensure retention and satisfaction.
  • Coordinate and direct schedules for committee meetings, employee education meetings and participant investment advice calls.; provide supporting deliverables for these appointments
  • Communicate with PEO clients, worksite adopters and record-keeper on mid-year compliance testing for plans that are in jeopardy of possibly failing testing at year-end.
  • Create cost analysis reports for our clients.
  • Provide administrative support to key consultant for retirement firm.
  • Perform other duties and special projects as assigned.

Education, Experience, Skills, and Abilities Requirements:

Must have a minimum of two years demonstrated customer service experience to ensure high customer satisfaction and retention.

  • 3+ years of related experience working in retirement plan or financial advisory industries.
  • Bachelor’s Degree preferred.
  • PEO / MEP knowledge preferred.
  • Strong knowledge and skill with Microsoft Word, Excel, PowerPoint, and Outlook; experience with Customer Relationship Management (CRM) systems (ACT).
  • Adaptability to Change – able to be flexible and supportive, positively and proactively assimilating change in a rapid growth environment.
  • Analytical Problem - solving and decision making – able to research, analyze and identify viable options, draw sound conclusions, present findings and make thoughtful recommendations while considering overall risk and short and long-term impact.
  • Build Collaborative Relationships – able to develop, maintain and strengthen partnerships with others outside the  organization that can provide information, assistance and support.
  • Communication – able to effectively and persuasively express oneself verbally and in writing, using correct language and grammar in a professional, diplomatic and tactful manner.
  • Initiative – identify what needs to be done and do it before being asked or before a situation requires it. 
  • Organization and Time Management – able to work independently with minimal supervision; organize schedule to complete actions within established deadlines, handling multiple priorities with strong attention to detail.
  • Team Orientation and Interpersonal Skills – highly motivated, passionate and creative team player with ability to develop and maintain collaborative relationships at all levels within organization.

How to Apply

Reply by email to: danielle.linton@baldwinriskpartners.com


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2021 BenefitsLink.com, Inc.