Reports to: Investment & Medicare Solutions Director
Location: Corporate Office (Houston, TX)
Position Description:
Provides client support services to internal and external employer groups in coordinating and processing requests for non-ERSIA Retirement Plan solutions including investment products and third-party administrative services to promote investment options, plan compliance, record keeping and market transactions. Will provide administrative support and complete other duties as assigned by the Investment Director.
Responsibilities
Works as a liaison with the sales team to help facilitate the implementation, set-up, and complete enrollment process for FFInvest
Works directly with retirement services team at InvesTrust, ensuring all documents submitted are accurate and within plan guidelines
Processes new enrollment and beneficiary forms, checking for completion and adherence to plan regulations
Sends transmittals to all FFInvest accounts, works with payroll/benefits contacts to ensure deduction files are accurate
Solves client problems with a sense of urgency, has and maintains a keen knowledge of employee benefits and retirement plan and all functionalities of FFEnroll
Has a keen knowledge of company operations, insurance products, TPA services and the employee benefits/insurance industry
Works with manager and senior staff to acquire new business, and maintain current customer satisfaction and retention
Qualifications
High school diploma or equivalency (GED).
3-5 years working with retirement plan benefit administration
3 years of customer service or general business.
Working knowledge of retirement plans and worksite marketing products.
Bilingual English/Spanish preferred
Life & Health Insurance License (or be able to obtain in 90 days).
FINRA Series 6 & 63 License (or be able to obtain within 24 months).
Strong customer service skills and a proven track record of handling sensitive client information.
Must have proven oral and written communication skills through work.
Knowledge of the K-12 market benefits preferred.
Intermediate proficiency with Microsoft Office Suite, including Excel, Word & Outlook
Must be able to successfully complete a thorough background check.