Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Post and Distribute
Your Jobs
ARPA News
ARPA Webcasts

Featured Jobs

Defined Benefit Pension Administrator

Actuaries Unlimited, Inc.
(Remote)

Actuaries Unlimited, Inc. logo

Product Support Specialist

ftwilliam.com / Wolters Kluwer
(Remote)

ftwilliam.com / Wolters Kluwer logo

401(k) / DB Sales

Farmer & Betts, Inc.
(Tacoma WA / GA)

Farmer & Betts, Inc. logo

Distribution Specialist

Spectrum Employee Benefits, Inc.
(Remote / MN / ND / SD / WI)

Spectrum Employee Benefits, Inc. logo

Senior Implementation Manager

Ubiquity Retirement + Savings
(Remote / San Francisco CA / AZ / CO / FL / IL / KY / LA / MA / MS / NC / NJ / NV / NY / OH / OR / RI / SC / TN / TX / WA)

Ubiquity Retirement + Savings logo

DC/DB Retirement Plan Administrator

Steidle Pension Solutions, LLC
(Remote / NJ / PA)

Steidle Pension Solutions, LLC logo

HR Specialist - Compensation & Benefits

American Century Investments
(Kansas City MO / KS)

American Century Investments logo

ERISA Attorney - Qualified Plan Associate

Trucker Huss, APC
(San Francisco CA / Los Angeles CA)

Trucker Huss, APC logo

Senior ERISA Compliance Specialist

Hooker & Holcombe
(Remote / Bloomfield CT)

Hooker & Holcombe 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.