Easy for your people. Easy for your business. Easy for you.
Group Benefits • Retirement Plans • Investment Advice • Financial Services
Yesterday
🏡 Remote – New York
Easy for your people. Easy for your business. Easy for you.
Group Benefits • Retirement Plans • Investment Advice • Financial Services
• Develop and maintain professional relationships with clients as an Account Manager • Manage and exceed client expectations by responding to inquiries and delivering expert advice • Lead client relationships by holding meetings and managing service-level agreements • Address non-routine client inquiries and issues using problem-solving skills
• 3-5 years of client service, account management, or related experience in the financial or benefits services industry • Ability to obtain Section 125 Cafeteria Plan certification within one year of hire • Ability to communicate with clients to problem-solve and to create a positive experience • Ability to work independently with limited supervision • Ability to work well with people from different disciplines with varying degrees of technical and industry experience
• PTO (vacation, sick, personal time bank) • 12 Paid Holidays (10 stated and 2 floating holidays) • 2 Community Volunteer Days • 5 Summer Half Days • Medical, Dental, Vision • Life Insurance • LTD & STD • Retirement Plan with 3.75% Employer Match • Parental Leave
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