Innovative Benefit Planning
  • 03-Aug-2017 to 01-Dec-2017 (PST)
  • Retirement Administration
  • Moorestown, NJ, USA
  • Salary
  • Full Time

Innovative Benefit Planning's, Employee Retirement Benefits practice, Innovative Investment Fiduciaries is seeking additional talent to assist with account management for our client's retirement plans.

Account Managers provide expertise in working through the customer engagement phase as well as in the ongoing relationship and retention of our Retirement Plan clients.

Can you Deliver on these Values?

Put People First

Deliver White Glove Service

Find Creative Solutions

Improve Continually

If so then bring your abilities and your retirement benefits knowledge to our professional consulting firm located in Moorestown, NJ.

DUTIES

Provide telephonic and/or in-person support for retirement plan enrollees at various clients.

Assist members with hardship withdrawals and loans.

Conduct Annual Reviews of plans to strive for optimal client account performance.

Ensure customized and creative benefit options are delivered to our clients and their employees.

Positive user experiences, successful implementation, excellent ongoing account service.

QUALIFICATIONS

  • 5+ years of progressive experience in the retirement plan, insurance, and/or benefits field.
  • Current Series 7 / 66 / 65 license is strongly preferred.
  • Proficiency with many Microsoft Office Suite products
  • Willingness to continually upgrade knowledge and understanding of our industry
  • Experience following up with work assignments
  • Strong analytic, communication, and problem solving skills
Innovative Benefit Planning
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