Client Service Representative, Group Retirement

About The Role

Our Employee Benefits & Retirement Division is excited to welcome you to our client-focused culture. Join us with your group benefits experience as our next Client Service Representative (CSR). This is an opportunity to further develop your client service and analytical skills as a Permanent Full-Time CSR within our Employee Benefits Division.

What You’ll Do

• Monitor employer-sponsored retirement plans, serving as the primary liaison between plan administrators, insurance carriers, and advisors
• Oversee the implementation of new group retirement plans, ensuring each plan launches accurately and in compliance with regulatory requirements
• Build and maintain long-term client relationships, addressing inquiries directly or liaising with insurance carrier representatives for timely resolution
• Track key plan metrics including contribution rates, member participation, investment fund performance, and plan utili...