Job Description
Job Description
Responsibilities:
Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty.
Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution.
Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. Forward requests for plan amendments through appropriate channels for processing.
Adhere to process and documentation standards to minimize operational risk and loss.
Interpret discrimination testing rules and results. Consult on solutions to failed testing.
Drive cross sell oppor...