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Develop new business, close sales to meet revenue goals, and manage an assigned book of business. Partner with marketing, account management, and service teams to nurture leads, oversee renewals, client retention, contract negotiations, compliance, and client wellness programs. Manage pipeline in Microsoft CRM and represent the company at events and networking opportunities.

Support national sales recruiting and onboarding: coordinate agency searches, manage candidate pipelines, produce offers, track KPIs, and concierge new-hire onboarding and training through day 90.

Manage a book of client accounts for employee benefits: build relationships, coordinate PBM implementations, analyze plan performance, run RFP/onboarding, maintain CRM and client documentation, lead meetings and communications, and support internal projects and process improvements. Minimal travel.

The Payroll Specialist processes payroll for biweekly and monthly pay groups, assists with payroll tax compliance, data entry, and reporting.

Process multi-state payroll for assigned clients, accurately enter and audit payroll data, import time files, generate payroll reports, resolve payroll and tax issues, handle special payroll cycles, and provide client support and training.

The Receptionist manages front desk operations, answers calls, greets visitors, tracks supplies, supports onboarding, and performs administrative tasks.

The Implementation Account Manager will support the onboarding of clients by managing documentation, communicating with carriers and clients, and ensuring proper database management.

Provide advanced investment analysis and recommendations for retirement plans; evaluate asset allocation, performance, and fees; support Sales, Advisor, and Service teams; monitor client portfolios; analyze fund change proposals; identify investment trends and prepare client-facing insights and talking points.

Manage and retain a book of employee benefits clients by coordinating open enrollment, renewals, vendor relationships, communications, and wellbeing initiatives. Serve as client escalation point, project-manage implementations, update internal records, educate employees, and travel to client sites as needed.

The Data Quality Analyst audits and standardizes data from various internal sources to ensure accuracy. Responsibilities include developing reports, building data pipelines, and collaborating with teams to manage data integrity.