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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.

The Payroll Manager oversees HR, Payroll, and Benefits for multiple clients, ensuring compliance and operational efficiency across various payroll systems.

The Financial Analyst delivers financial analysis and client reporting, manages RFP processes, analyzes carrier data, and supports compliance and performance evaluations.

The Account Manager manages a book of business, serving as the primary contact for clients. Responsibilities include advisory roles, client communication, issues management, and assisting with benefit-related needs.

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

The Strategic Account Executive manages client interactions and account maintenance, focusing on relationship building, needs assessment, and service delivery coordination.

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.

Develop and close new business, manage and retain an assigned book of business, collaborate with marketing and service teams, manage sales pipeline in CRM, lead client strategy, oversee renewals and contract negotiations, and ensure compliance and high client satisfaction.

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.