The Implementation Specialist aids in the new business process, managing applications and communications between clients and carriers while ensuring proper documentation and database management.

The Financial Associate evaluates clients' financial needs, develops customized plans, and cultivates client relationships while supporting business development and sales activities.

The Client Manager collaborates with PEO Consultants to manage client relationships, reporting, implementations, and overall services, ensuring accurate communication and documentation.

The Director of Client Relations develops and manages strong relationships with retirement plan clients, ensuring satisfaction and driving value through tailored strategies and services while fostering open communication and addressing client needs proactively.

The Growth Marketing Specialist supports marketing initiatives, campaigns, and events, collaborates with teams, and analyzes campaign performance to drive business growth.

The Payroll Specialist processes payroll accurately and timely for clients, maintains records, and provides support for payroll-related issues, ensuring compliance with laws and client needs.

The Quality Assurance Specialist conducts quality reviews of insurance marketing presentations to ensure accuracy and compliance, evaluates plan designs, and collaborates with teams to enhance deliverables.

Develop and close new business, manage and retain an assigned book of business, collaborate with marketing and service teams, manage pipeline in Microsoft CRM, negotiate contracts, oversee renewals/open enrollment, and ensure compliance with healthcare regulations.

The Financial Consultant supports financial analysis for clients' group benefit programs, collaborates with team members, and creates reports to evaluate benefits plans.

The Growth Marketing Manager develops and executes data-driven strategies to drive customer acquisition and retention across various channels, optimizing campaigns and collaborating with teams to enhance growth.

The Payroll Specialist ensures accurate and timely payroll processing for clients by entering data, maintaining records, and providing excellent customer service.

The Wealth Advisor evaluates clients' financial needs, provides advice, develops client relationships, and supports business growth through various financial services and strategies.

The Account Manager manages assigned accounts, serves client needs, collaborates with internal teams, conducts marketing analysis, and grows the business through cross-sales.

The Account Manager is responsible for maintaining client relationships, processing insurance policies, handling client inquiries, and pursuing new sales opportunities.

The HR Business Partner collaborates with leadership to enhance employee experience, manage talent acquisition, and implement HR strategies for regional growth.

The Senior Account Manager oversees a client book, manages internal teams, provides advisory services, conducts strategy calls, and ensures service delivery expectations are met.

The Senior HR Business Partner develops HR strategies aligned with client objectives, manages client relationships, delivers HR services, and promotes organizational growth.

The Associate Account Manager supports the Senior Benefits Consultant in managing client accounts, ensuring service deliverables, client compliance, and accuracy of contracts.

The Investment Consultant supports retirement plan services by providing investment expertise, analyzing plan options, and recommending strategies for clients.

The Actuary performs risk assessments, analyzes claims and demographics, builds predictive models, and monitors market trends to manage financial risks for the company.