Benefits consultant jobs in Alafaya, FL

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Benefits Consultant to join our growing team in Maitland, FL. The Senior Benefits Consultant role is primarily responsible for assuming overall responsibility for the project management of an assigned book of business including but not limited to; day-to-day operations, effectively communicating with internal support departments, and coordinating aspects of the service process provided to clients. How You Will Contribute Overall responsibility for the project management for all assigned groups. Accompany Broker on initial prospect visit to understand the culture of the group, company details and to establish a working relationship. Communicate to onboarding team the new client details and provide the AOR letters. Coordinate with department heads to assign a dedicated team to the account, once a group has been sold. Work with internal teams to provide all client deliverables (reporting, renewals, benefit guides, OE materials, project timelines, technology, and wellness strategies etc.) Formulate go to market strategy with client and communicate details to marketing team. Coordinate with Marketing/Finance team to establish timelines, deliverables, communicate marketing strategy, required carriers to send RFP, contribution strategies, plan alternates, etc. Review all existing plans and COC's. Identify gaps in coverage, compliance issues, recommended plan changes or enhancements, etc. Communicate to compliance on items that need to be implemented or reviewed for client Communicate with Communications team to establish open enrollment timelines. Communicate with Marketing/Finance team around deadlines and go to market strategy, along with contribution strategies and data reporting requirements Have regular meetings with wellness to formulate strategy and follow-up on deliverables and deadlines for each client. Meet with all department heads to regularly communicate progress and timelines for each client. Meet with carrier reps, executives, and underwriters to establish relationships, negotiate renewals, understand new products, attend educational and CPE events etc. Assist with RFP responses. Provide due diligence data requests, reviews, and executive summary. Present to diligence team your finding and the executive summary. Advise clients on all matters related to their benefits and resolve escalated issues from internal team. Perform quarterly or semi-annual claims/data reviews, along with annual pre-renewal and renewal meetings. Perform open enrollment meetings when necessary and assist in all departments with whatever is needed to meet deadlines you have established. Travel to client sites as required. Perform other duties as assigned. Licenses and Certifications: Florida License 2-15 or obtain within first 90 days Skills & Experience to be Successful Bachelor's Degree (BA) or a combination of a HS diploma with 5-7+ years of marketing or underwriting benefits experience. Travel - 30% minimum Strong knowledge of employee benefit concepts and practices including but not limited to; Fully Insured and Self-Funded products, Medical, Dental, Vision, Disability, Life, HIPAA, COBRA, PPACA Exceptional organizational and presentation skills Ability to act and motivate others to follow and achieve desired results Excellent verbal and written communication Strong ability to multi-task and handle multiple projects in fast paced environment Advanced knowledge in Microsoft Office applications such as PowerPoint, Excel, and Word Routine travel which may require teammate to drive their own vehicle or a rental vehicle. Acceptable results of an MVR report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of the position. Working knowledge of AMS360 and ImageRight (preferred) Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

The Director, Global Benefits will oversee the strategic planning and administration of employee benefits programs across the organization. This includes developing and implementing benefit programs such as health, wellness, retirement plans, disability insurance, leave of absence and other employee benefits. The Director also works to ensure compliance with global regulations and managing benefit contracts with vendors. Bachelor's degree from four-year college or university in a related field or equivalent combination of education and experience is required. Advanced educational degree or equivalent work experience, education concentration in Human Resources, Business Administration or related field is preferred. Ten+ years' related experience in benefits management including leadership experience. Experience managing global benefits programs. Strong understanding of healthcare insurance markets and retirement planning. Professional certification (e.g. CEBS, Certified Benefits Professional, SPHR) is preferred. In-depth knowledge of global benefits programs, regulatory requirements and best practices. Experience with HRIS systems such as Oracle, Workday, or PeopleSoft and benefits management software. Experience working with cross functional global projects and/or teams. Experience working in a team-oriented, collaborative environment. Additional knowledge and skills: Strong interpersonal, oral, written communication, and consultative skills. Ability to build and maintain relationships with internal and external stakeholders. Ability to prioritize and execute tasks in a high-pressure environment. Ability to travel as needed. Other duties as assigned. Strategic Planning: Develop and implement a global benefits strategy that aligns with the organization's overall business objectives and talent management strategy. Evaluate and enhance existing benefits programs to ensure they are competitive, compliant, and aligned with the company's values and culture. Provide strategic input on benefits related to mergers, acquisitions, and business expansions. Program Management: Oversee the design, implementation, and administration of comprehensive benefits programs, including health, wellness, retirement, disability, leave of absence, and other employee benefits. Ensure compliance with all regulatory requirements in each country. Ensure all reporting requirements of all relevant government rules and regulations, including the Employee Retirement Income Security Act (ERISA). Monitor and manage benefits costs, ensuring programs are cost-effective and sustainable. Vendor and Broker Management: Partner with Global benefits brokers. Evaluate external benefits providers, ensuring high-quality service and cost-effective solutions. Conduct regular assessments of vendor performance and make recommendations for improvements. Employee Communication and Education: Develop communication strategies to educate employees about benefit options and promote engagement. Oversee the annual benefits enrollment process. Data Analysis and Reporting: Analyze benefits and survey data to assess program effectiveness and identify opportunities for improvement. Prepare and present reports for HR Leadership. Market Trends and Best Practices: Stay informed about industry trends and best practices in benefits management and integrate relevant innovations into the organization's programs. Keeps up to date on current developments, legislation, arbitration decisions, and collective bargaining contracts to assess industry trends. Supervisory Responsibilities: Plan, direct, supervise, and coordinate work activities of subordinates and staff Manages a Manager, Benefits and five benefits analysts and administrators

Job DescriptionEmployee Benefits Account Manager Salary: $75,000 - $90,000 + Benefits We are seeking an experienced Employee Benefits Account Manager to join a dynamic team in Orlando, FL. This role is ideal for a professional with a proven track record in managing small (2-25 lives) to mid-sized (25-500 lives) group benefits accounts, providing exceptional client service, and collaborating closely with Producers. Key Responsibilities Manage a book of group benefits clients ranging from 2-500 lives. Attend open enrollment meetings and client meetings with Producers. Assist with marketing, RFP preparation, and implementation of benefit plans. Handle renewals, conduct presentations, and manage day-to-day service needs. Build and maintain strong relationships with carrier representatives and underwriters. Stay current on carrier rating plans, programs, and industry best practices. Provide support for client enrollments, benefit inquiries, product knowledge, and claims resolution. Prepare proposals and assist with sales presentations as needed. Maintain client information across multiple agency management and benefits administration systems. Ensure accurate and timely communication with clients, addressing service requests and resolving issues efficiently. Qualifications 3-5 years of experience in health insurance and ancillary products. Active Florida Life & Health Insurance License. Background in an insurance agency, TPA, medical practice, or carrier setting. Experience managing a book of employee benefits business or handling claims/billing issues in a medical practice. Proficiency with Microsoft Office (especially Excel) and familiarity with agency management systems. Strong knowledge of Health Savings Accounts (HSA), Health Reimbursement Accounts (HRA), Flexible Spending Accounts (FSA), COBRA, ERISA, and DOL guidelines. Excellent communication and relationship-building skills. All submissions will be kept confidential For consideration, please email your resume directly to: **********************

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Employee Health & Benefits Account Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Account Manager on the Employee Health & Benefits team, you'll be responsible for the service and retention of our middle to large market group benefit accounts. You will manage the renewal process and day to day correspondence with the clients. You will assist Producers in gathering the necessary information for new and renewing groups to submit to the marketing team, handle implementations, intake forms and review benef. You will need to keep your workflows organized and client's electronic files in in our document management system up to date. Our future colleague. We'd love to meet you if your professional track record includes these skills: * Possess skills necessary to communicate with clients, carriers and prospects concerning Employee Health & Benefits lines of coverage. * Service assigned clients and prospective clients. * Assist the Producer/Benefit Consultant in gathering the necessary information regarding new/renewal accounts and submit this information to the Marketing Department. * Work closely with the Producer/Benefit Consultant to formulate a complete submission for the client * Assist the Marketing Analyst in the renewal and new business marketing processes * Coordinate your workflow with the Producer/Benefit Consultant and the Department Manager * Direct implementation, enrollment, and communication processes * Perform periodic service calls in accordance with Service Standards * Utilize stewardship and timeline templates insuring quality service to accounts * Maintain awareness of new developments and legislation in the Group Benefits field * Develop and maintain a positive relationship and rapport with clients and carriers * Work with the Producer/Benefit Consultant on additional items such as the Stewardship Review Process, Service Timelines (creation and usage), Conduct and record Benefit Audit, Legislative and Compliance issues, HIPAA regulations and 5500's, among others. These additional qualifications are a plus, but not required to apply: * Experience with Benefit Point, ImageRight, Employee Navigator, and Zywave. * College degree desirable; or equivalent combination of education and experience. * Hold an active 2-15 license. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: * Generous time off, including personal and volunteering * Health Insurance * 401k * Professional development opportunities * Hybrid work * Six week paid parental leave for the birth or adoption of a child * Charitable contribution match programs * Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: * ************************************ * ********************************** * ******************************************************* Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAEHB #MMABOU

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: * Competitive salaries and benefits offerings * Medical/dental/vision insurance and voluntary insurance options * Health Savings Account funding * 401k matching program * Company paid Life and Short-Term Disability Plans * Supplemental Life and Long-Term Disability Options * Comprehensive Wellness Program * Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off * Great work/life balance, because that's important for all of us! * Focus on creating a meaningful environment through employee engagement events * The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! * Growth potential - HUB is constantly growing and so can your career! * A rewarding career that helps local businesses in the community * Strong community support and involvement through HUB Gives SUMMARY: The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization - whether through account rounding, cross-selling, or support in the development of new business. ESSENTIAL DUTIES AND RESPONSIBILITIES: * While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries. * Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing/ coordinating client work across the account team. * Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review. * Manages, organizes, and conducts client meetings when necessary. * Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely. * Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services. * Oversees open enrollment assistance and communications. * Manage new client or new line of coverage implementation. * Stays abreast of changes in the insurance industry and other external conditions that may impact clients. * Manage open items log - ensure outstanding items closed in timely manner. * May travel for client meetings up to 25% of the time. REQUIREMENTS: Work Experience: * 2 - 5 years of applicable Employee Benefits experience. * Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues. * Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting * Strong written and oral communication skills * Proficiency with Microsoft Office Suite (Word, Excel, Outlook) * Ability to utilize and be proficient in broker management systems * Strong organizational, problem solving and time management skills Education: * Four-year college degree preferred * Licensing or certification Requirements * Relevant Employee Benefits licenses per state/regional statutes * Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC) Qualifications: * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. * To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Atrium is partnering with a real estate development and investment firm dedicated to operational excellence, innovation, and financial stewardship. They are committed to building data-driven programs and processes that align organizational growth with employee well-being. They are currently expanding and looking to add a Benefits Analyst to their team. Salary/Hourly Rate: $90k - $110k + Bonus Position Overview: The Benefits Analyst will play a key role in building and managing their clients' reporting and analytics infrastructure for benefits and financial operations. This position is highly data-focused, emphasizing the development of reporting tools, dashboards, and insights that connect benefits program performance to organizational financial goals. The ideal candidate thrives on turning complex data into clear, actionable strategies that drive operational efficiency, compliance, and cost management. Responsibilities of the Benefits Analyst: * Translate complex datasets into dashboards and insights that inform leadership decision-making. * Lead the creation, implementation, and reporting infrastructure of the company's 401(K) plan, ensuring compliance with ERISA and IRS regulations. * Partner with the Third Party Administrator and Broker of Record to monitor claims activity, reserve positions, and stop-loss reimbursements, ensuring financial transparency. * Ensure accurate mapping of benefit deductions across HRIS (UKG), payroll, and general ledger systems. * Oversee reconciliation workflows and cost allocation across business units for accurate financial modeling. * Deliver proactive reporting to Accounting and HR leadership on health plan performance, compliance risks, and budget forecasts. * Maintain adherence to regulatory standards (ACA, HIPAA, SPD, 1095-C) and ensure compliance reporting is accurate and timely. * Support the rollout of new financial and HR initiatives by building performance-tracking metrics and adoption reports. Required Experience/Skills for the Benefits Analyst: * 2 - 3 years of experience in HR, benefits administration, or financial operations with a focus on data and reporting. * Strong quantitative and analytical skills with the ability to synthesize large datasets into meaningful insights. * Proficiency in creating dashboards and reports that connect HR and benefits data to financial performance. * Familiarity with regulatory compliance reporting and payroll/benefits data integration. * Prior exposure to self-funded health plan reporting and claims analysis. Preferred Experience/Skills for the Benefits Analyst: * Experience with UKG payroll/HRIS systems. * Experience supporting the setup or administration of a 401(K) plan. * Advanced Excel or BI tool skills (e.g., Power BI, Tableau, or similar). Education Requirements: * Bachelor's degree in Business, Finance, HR, Data Analytics, or a related field is preferred. Benefits: * Client-provided benefits available, upon eligibility.

WHY HILLPOINTE? Hillpointe is a fully integrated real estate development and investment management firm focused on developing market-rate workforce housing across the Sun Belt. Ranked at the top of NMHC's list of Builders and Developers, our team ensures best-in-class execution. Built on its long and proven track record of real estate development, the firm's investment approach is centered around its in-house general contracting expertise, enabling direct control of cost and delivery timeframe. For each project, Hillpointe directly controls land acquisition, land development, construction, procurement of building materials, asset management, and capital markets. This is more than just a job - it's a career-defining opportunity! At Hillpointe, you'll be part of a dynamic, innovative team that has tangible impacts on day-to-day operations and contributes directly to overall success. Benefits Analyst Hillpointe is hiring a Benefits Analyst to lead the performance and oversight of our self-funded health plan and related benefit programs. This role emphasizes financial stewardship, compliance, and data transparency-aligning benefit strategies with organizational financial goals and operational efficiency. Essential Responsibilities: Benefit Plan Analytics & Financial Oversight Collaborate with UMR and Broker of Record to monitor claims activity, reserve positions, and stop-loss reimbursements. Ensure accurate benefit deduction mapping between UKG and payroll systems. Manage the reconciliation workflow from benefits through payroll and into the general ledger. Analyze cost allocation across business units and EINs to support internal financial modeling. Performance Dashboards & Reporting Infrastructure Develop foundational reporting tools for: Claims vs. budget performance Wellness program impact measurement Program-level return on investment (ROI) Provide leadership with actionable insights that inform benefit plan adjustments and budget forecasts. Regulatory Compliance & Accounting Alignment Maintain adherence to regulatory standards including ACA, HIPAA, SPD disclosures, and 1095-C reporting. Partner with Accounting on health account bank reconciliations and ensure timely submission of benefit filings. Strategic Program Deployment & Governance Support the implementation and rollout of financially driven initiatives such as: 401(k) plan launch UKG Wallet deployment Travel and entertainment policy ramp-up Expense reimbursement guardrails (in coordination with Payroll) Requirements: Bachelor's degree in Business, Finance, HR, or related field preferred. 2-3 years of experience in benefits administration or financial operations. Strong quantitative skills with demonstrated ability to manage and synthesize large datasets. Familiarity with health plan reporting, regulatory compliance, and payroll systems (UKG experience a plus). NOTE: This document outlines the general nature and level of work expected from individuals in this role. It's important to understand that this is not an exhaustive list of responsibilities, duties, and skills. Additional tasks or job functions that can be safely performed may be required as necessary by supervisory personnel. This flexibility in additional duties showcases the company's adaptability and encourages employees to be versatile. The employee is expected to adhere to all work rules, procedures, and policies established by the company, including, but not limited to, those contained in the employee handbook.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelors degree preferred * 3-5 or more years ERISA experience in the retirement industry * Experience in analysis of financial data required * Experience in Relius software desirable, but not required * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong analytic mentality associated with problem solving skills * Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters * Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications The national average salary range for this role is $60,000 - $90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA Insurance is searching for a seasoned Liability Claims Consultant to work with a large degree of autonomy managing third party liability construction defect commercial claims nationwide with high complexity and exposure. Responsibilities include the coordination of all claim investigation and resolution activities under both occurrences based general liability policies and claims made errors & omissions policies according to company protocols, quality and customer service standards. Position requires regular communication with customers and insureds and may be dedicated to specific account(s). Ideal candidates are sharp and experienced in handling third party liability construction defect claims and litigation. This position enjoys a flexible, hybrid work schedule and is available in any location near a CNA office. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Manages highly complex investigations of claims, including coverage issues, liability, compensability and damages. Determines if a major claim should be settled or litigated and implements an appropriate resolution strategy accordingly. Effectively manages loss costs and claim expenses. * Manages all types of investigative activity or litigation on major claims, including the posting of appropriate reserves in a timely manner. Coordinates discovery and litigation strategy with staff counsel or panel attorneys. * Negotiates highly complex settlement packages, and authorizes payment within scope of authority, settling claims in most cost-effective manner and ensuring timely issuance of disbursements. * Coordinates third party recovery with subrogation/salvage unit. * Makes recommendations on claims processes and resolution strategies to management. * Analyzes claims activities; prepares and presents reports to management and other internal business partners and clients. * Works with attorneys, account representatives, agents, doctors and insureds regarding the handling and/or disposition of highly complex claims. * Keeps current on state/territory regulations and issues, industry activity and trends. May participate in industry trade groups. * Provides guidance and assistance to less experienced claims staff and other functional areas. * Responsible for input of data that accurately reflects claim circumstances and other information important to our business outcomes. May perform additional duties as assigned. Reporting Relationship Manager or above Skills, Knowledge & Abilities * Advanced technical and product specific expertise, claims resolution skill and knowledge of insurance and claims principles, practices and procedures. * Strong communication, negotiation and presentation skills. Ability to effectively interact with all levels of CNA's internal and external business partners. * Advanced analytical and problem solving skills, with the ability to manage and prioritize multiple projects. * Ability to deal with ambiguous situations and issues. * Creativity in resolving unique and challenging business problems. * Knowledge of Microsoft Office Suite and other business-related software. * Ability to adapt to change and value diverse opinions and ideas. * Ability to manage and prioritize multiple projects. * Ability to evaluate claims based on a cost benefit analysis. * Ability to fully comprehend complex claim facts and issues; and to further articulate analyses of claims in presentations to business partners and management as well as in internal reports. * Ability to implement strategies with a proactive long-term view of business goals and objectives. Education & Experience * Bachelor's Degree or equivalent experience. * Typically a minimum of eight years of relevant experience, preferably in a legal or claim handling environment. * Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable. * Professional designations are a plus (e.g. CPCU) #LI-KP1 #LI-Hybrid In Chicago/New York/California, the average base pay range for the Claims Consultant role is $102,000 to $145,000. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at ******************* Job Function: MedTech Sales Job Sub Function: Technical Sales - MedTech (Commission) Job Category: Professional All Job Posting Locations: Daytona Beach, Florida, United States Job Description: Johnson & Johnson is currently seeking an Advanced Surgical Consultant to join our Abiomed team located in Daytona or Orlando, Florida United States. This is a field-based role available in Florida. While specific cities are listed in the Locations section for reference, please note that they are examples only and do not limit your application. Purpose: Abiomed, a rapidly growing medical device company, is looking for a driven and results oriented Surgical Sales “Heart Team” Specialist. We are growing both our focus and device line-up in order to support Cardiac Surgeons and Heart Failure Cardiologists across the US. With our continued success, we are looking to expand our commercial team. You will work closely with our Surgical Account Managers and Commercial Sales and clinical team who will be responsible for driving growth across the US. Through our Impella product portfolio you will enable physicians and staff to recover hearts and save patients' lives. Coverage Areas: Daytona/ Orlando, FLRole & Responsibilities: Train, educate, and support combined CT/Heart Failure programs on the proper use of the Impella 5.5 with SmartAssist Full customer immersion (ie. input on patient selection and subsequent surgical support) within 5.5 sites to ensure optimal patient outcomes. Train, educate and, provide support in conjunction with the Medical Office and Engineering team to support EFS/PMA efforts and full commercialization of the BTR pump and future Surgical and Heart Failure focused technologies. Device expertise and support on Impella 5.0/ LD in order to assist with the adoption of the full portfolio beyond 5.5 commercial launch responsibilities. Clinical and technical expertise and support of Breethe Oxy-1 to assist with device integration and support of system adaptation into applications beyond the initial commercial launch. Participate when able with launch, training, and education of combined Surgical/ Heart Failure programs on the proper use of the Breethe Oxy-1 system with the Breethe Clinical Team. Internal collaboration with the Commercial Team, Training Team, Engineering Team, Marketing, Professional Education, Clinical, as well as with R&D. Maintain contact with all customers to evaluate clinical and educational needs. Performs device training on full Impella Surgical Device line-up. Be a functional expert and provide advanced acumen on the durable, acute, and, hemodynamic medical device landscape and best practices in the management of those devices. Cultivates close relationship with strategic business partners and key opinion leaders. Input to management on all situations affecting clinical results and sales. Call point(s): Cardiac Surgeons, Heart Failure Cardiologists, OR teams, Intensivists, Perfusionists, and ICU/ Step Down Unit teams. Staff major conferences: HFSA, AHA, STS, AATS, and ISHLT. Staff Advanced Surgical Courses and local heart failure and surgical symposiums. Job Requirements: Bachelors' Degree required; Registered Nurse First Assist (RNFA), Nurse Practitioner (NP), Surgical Physician's Assistant (PA), or Perfusionist licensure Direct (at the table) experience in Cardiac Surgery/Perfusion, 5+ years preferred . Direct patient management experience in one of the following scenarios: a cardiothoracic ICU caring for post-op tMCS (excluding IABP) or durable MCS (does not include experience as an Abiomed field clinical), or direct experience assisting in the CVOR required. Confidence, expertise and, familiarity of cardiac surgery and OR protocol is required. Willingness to travel/ cover multiple geographies required; previous experience desired . Up to 50%-75% overnight travel may be required depending on territory. Previous experience with Abiomed and/or other Cardiac medical devices highly desired . Ability to drive patient outcomes required Conduct duties and responsibilities in accordance with all state and federal laws and regulations governing the medical device industry required. A valid driver's license issued in the United States is required. The anticipated base pay range for this position is $125,000. The Company maintains a highly competitive sales incentive compensation program. Under current guidelines, this position is eligible for participation in this program in accordance with the terms of the applicable plan. This position is eligible for a company car through the Company's FLEET program. Benefit Information: Employees and/or eligible dependents may be eligible to participate in the following Company sponsored employee benefit programs: medical, dental, vision, life insurance, short- and long-term disability, business accident insurance, and group legal insurance. Employees may be eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)). Employees are eligible for the following time off benefits: Vacation - up to 120 hours per calendar year Sick time - up to 40 hours per calendar year; for employees who reside in the State of Washington - up to 56 hours per calendar year Holiday pay, including Floating Holidays - up to 13 days per calendar year Work, Personal and Family Time - up to 40 hours per calendar year For additional general information on Company benefits, please go to: ********************************************* (*********************************************) The anticipated base pay range for this position is : Additional Description for Pay Transparency:

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. Actively participate in benefit fairs and new employee orientations. Participate in the annual plan review and financial education planning process. Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates Meet with participants and eligible employees to educate employees regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: This is a salary paid position with bonus potential Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for High school diploma or GED required; Bachelor's Degree preferred Series 7, Series 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus We are an Equal Opportunity Employer It has been and will continue to be the policy of Corebridge Financial to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to *************************************. Reasonable accommodations will be determined on a case-by-case basis. #LI-LR1 #LI-CBF #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

At NASCAR, you will find a community of passionate individuals who care about our sport and are united in seeing it grow. The NASCAR Sales Academy is seeking driven and passionate individuals to enter a highly competitive and selective sales training program of Personal Ticket Consultant, that will shape the future of ticket sales across NASCAR properties. Trainees will be given best in industry sales training that will focus on building a strong sales foundation in which the trainees will use to build a lasting career in sports. The NASCAR Sales Academy is a performance-based program which allows successful trainees the opportunity to interview for full time account executive positions across NASCAR properties. Darlington Raceway - South Carolina Daytona International Speedway - Florida Homestead-Miami Speedway - Florida Phoenix Raceway - Arizona Kansas Speedway - Kansas Martinsville Speedway - Virginia Michigan International Speedway - Michigan Richmond Raceway - Virginia Talladega Superspeedway -Alabama Watkins Glen International - New York ESSENTIAL DUTIES AND RESPONSIBILITIES Generate ticket revenue through both new business campaigns as well as renewal cycles Make 80+ outbound sales calls on a daily basis Lead in creating an outbound sales culture that maximizes ticket sales and revenue generated through converted outbound calls Achieve weekly and monthly sales goals Build strong relationships with defined account base through proactive communication Additional duties as assigned QUALIFICATIONS Bachelor's degree in Business, Sport Management, Marketing or related field preferred Passion for sales and committed to being a leader in the sports industry Team player that strives to achieve goals Willingness to learn and be coachable Distinguished verbal communicator with a strong phone presence Proficient in basic computer software programs Flexibility in working extended hours as needed Apply Now! Learn more about this role and our team by applying at ********************** for consideration. We are a company unlike any other. We want you to bring your experience, skills and passion to our close-knit, high-energy environment in which our employees thrive and where you can prosper. We know the key to our success is our employees. It won't take you long to find out that you are on the right track here at NASCAR! NASCAR is committed to fostering a diverse work environment where all employees feel valued and empowered. NASCAR is an Equal Opportunity Employer (EEO). We seek to attract and retain the best qualified people available. All qualified applicants will receive consideration for employment without regard to race, color, gender, gender identity and expression, age, national origin, disability, religion, sexual orientation, genetic information, pregnancy, veteran status or any basis that is protected by applicable law except where a bona fide occupational qualification exists. Follow us on LinkedIn and X for future opportunities and company news.

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. **WHAT WE OFFER YOU:** At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: + Competitive salaries and benefits offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and Short-Term Disability Plans + Supplemental Life and Long-Term Disability Options + Comprehensive Wellness Program + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's important for all of us! + Focus on creating a meaningful environment through employee engagement events + The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! + Growth potential - HUB is constantly growing and so can your career! + A rewarding career that helps local businesses in the community + Strong community support and involvement through HUB Gives **SUMMARY:** The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization - whether through account rounding, cross-selling, or support in the development of new business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries. + Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing/ coordinating client work across the account team. + Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review. + Manages, organizes, and conducts client meetings when necessary. + Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely. + Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services. + Oversees open enrollment assistance and communications. + Manage new client or new line of coverage implementation. + Stays abreast of changes in the insurance industry and other external conditions that may impact clients. + Manage open items log - ensure outstanding items closed in timely manner. + May travel for client meetings up to 25% of the time. **REQUIREMENTS:** Work Experience: + 2 - 5 years of applicable Employee Benefits experience. + Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues. + Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting + Strong written and oral communication skills + Proficiency with Microsoft Office Suite (Word, Excel, Outlook) + Ability to utilize and be proficient in broker management systems + Strong organizational, problem solving and time management skills Education: + Four-year college degree preferred + Licensing or certification Requirements + Relevant Employee Benefits licenses per state/regional statutes + Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC) Qualifications: + Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. + To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Job Description WHY HILLPOINTE? Hillpointe is a fully integrated real estate development and investment management firm focused on developing market-rate workforce housing across the Sun Belt. Ranked at the top of NMHC's list of Builders and Developers, our team ensures best-in-class execution. Built on its long and proven track record of real estate development, the firm's investment approach is centered around its in-house general contracting expertise, enabling direct control of cost and delivery timeframe. For each project, Hillpointe directly controls land acquisition, land development, construction, procurement of building materials, asset management, and capital markets. This is more than just a job - it's a career-defining opportunity! At Hillpointe, you'll be part of a dynamic, innovative team that has tangible impacts on day-to-day operations and contributes directly to overall success. Benefits Analyst Hillpointe is hiring a Benefits Analyst to lead the performance and oversight of our self-funded health plan and related benefit programs. This role emphasizes financial stewardship, compliance, and data transparency-aligning benefit strategies with organizational financial goals and operational efficiency. Essential Responsibilities: Benefit Plan Analytics & Financial Oversight Collaborate with UMR and Broker of Record to monitor claims activity, reserve positions, and stop-loss reimbursements. Ensure accurate benefit deduction mapping between UKG and payroll systems. Manage the reconciliation workflow from benefits through payroll and into the general ledger. Analyze cost allocation across business units and EINs to support internal financial modeling. Performance Dashboards & Reporting Infrastructure Develop foundational reporting tools for: Claims vs. budget performance Wellness program impact measurement Program-level return on investment (ROI) Provide leadership with actionable insights that inform benefit plan adjustments and budget forecasts. Regulatory Compliance & Accounting Alignment Maintain adherence to regulatory standards including ACA, HIPAA, SPD disclosures, and 1095-C reporting. Partner with Accounting on health account bank reconciliations and ensure timely submission of benefit filings. Strategic Program Deployment & Governance Support the implementation and rollout of financially driven initiatives such as: 401(k) plan launch UKG Wallet deployment Travel and entertainment policy ramp-up Expense reimbursement guardrails (in coordination with Payroll) Requirements: Bachelor's degree in Business, Finance, HR, or related field preferred. 2-3 years of experience in benefits administration or financial operations. Strong quantitative skills with demonstrated ability to manage and synthesize large datasets. Familiarity with health plan reporting, regulatory compliance, and payroll systems (UKG experience a plus). NOTE: This document outlines the general nature and level of work expected from individuals in this role. It's important to understand that this is not an exhaustive list of responsibilities, duties, and skills. Additional tasks or job functions that can be safely performed may be required as necessary by supervisory personnel. This flexibility in additional duties showcases the company's adaptability and encourages employees to be versatile. The employee is expected to adhere to all work rules, procedures, and policies established by the company, including, but not limited to, those contained in the employee handbook.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelors degree preferred 3-5 or more years ERISA experience in the retirement industry Experience in analysis of financial data required Experience in Relius software desirable, but not required Strong Word, Excel, and Outlook skills Strong written and oral communication skills Strong analytic mentality associated with problem solving skills Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA is one of the premier providers of professional liability insurance. CNA Financial Lines has an opening for a Complex Claims Consultant handling Private D&O, Fiduciary and Employment Practice Liability (EPL) Claims. This individual will work with insureds, attorneys and brokers regarding the handling and/or disposition of mid to high severity claims. This individual will investigate claims, coordinate discovery, and team with defense counsel on litigation strategy. This individual will be able to utilize claims policies and guidelines, review coverage, determine liability and damages, set financial reserves, secure information to negotiate and settle claims, and present claims to leadership, as needed. Critical to success in this role is the ability to be highly organized, independently motivated and responsive/communicative. CNA offers a hybrid work environment in one of the following locations: Chicago, Glastonbury, Lake Mary, Wyomissing, NYC area preferred, but candidates near any CNA location will be considered. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Manages an inventory of highly complex Financial Lines claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. * Ensures exceptional customer service by managing all aspects of the claim, interacting professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information. * Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols. * Leads focused investigation to determine compensability, liability and covered damages by gathering pertinent information, such as contracts or other documents, taking recorded statements from customers, claimants, injured workers, witnesses, and working with experts, or other parties, as necessary to verify the facts of the claim. * Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. * Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner. * Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation. * Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. * Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight/watch lists, and preparing and presenting succinct summaries to senior management. * Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. * Mentors, guides, develops and delivers training to less experienced Claim Professionals. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities * Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. * Strong communication and presentation skills both verbal and written, including the ability to communicate business and technical information clearly. * Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. * Strong work ethic, with demonstrated time management and organizational skills. * Ability to work in a fast-paced environment at high levels of productivity. * Demonstrated ability to negotiate complex settlements. * Experience interpreting complex specialty insurance policies and coverage. * Ability to manage multiple and shifting priorities in a fast-paced and challenging environment. * Knowledge of Microsoft Office Suite and ability to learn business-related software. * Demonstrated ability to value diverse opinions and ideas. Education & Experience * Bachelor's Degree or equivalent experience; JD preferred. * Typically a minimum of five to seven years of relevant experience, preferably in claim handling #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. Actively participate in benefit fairs and new employee orientations. Participate in the annual plan review and financial education planning process. Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates Meet with participants and eligible employees to educate employees regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: This is a salary paid position with bonus potential Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for High school diploma or GED required; Bachelor's Degree preferred Series 7, Series 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus We are an Equal Opportunity Employer It has been and will continue to be the policy of Corebridge Financial to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to *************************************. Reasonable accommodations will be determined on a case-by-case basis. #LI-LR1 #LI-CBF #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role * Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. * Actively participate in benefit fairs and new employee orientations. * Participate in the annual plan review and financial education planning process. * Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates * Meet with participants and eligible employees to educate employees regarding plan participation. * Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: * This is a salary paid position with bonus potential * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for * High school diploma or GED required; Bachelor's Degree preferred * Series 7, Series 66 preferred and appropriate state insurance licenses required * CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus We are an Equal Opportunity Employer It has been and will continue to be the policy of Corebridge Financial to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to *************************************. Reasonable accommodations will be determined on a case-by-case basis. #LI-LR1 #LI-CBF #LI-SAFG This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 50% Relocation Provided: No The Variable Annuity Life Insurance Company

The Deconversion Consultant becomes the primary contact once a client has notified their Service Consultant of disengagement or plan termination. You will own the end-to-end deconversion experience, ensuring all plan administration work is completed accurately and efficiently. This includes partnering with internal departments under heightened urgency to properly transfer or close out the plan, delivering a seamless and compliant transition that reflects FuturePlan's commitment to excellence. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. * Serve as the primary point of contact for clients and advisors throughout the deconversion process, managing expectations and driving timelines. * Own all aspects of plan administration for assigned deconversion cases, including compliance testing, annual valuation, Form 5500 filing, and final asset distributions. * Prepare necessary government forms and ensure compliance with DOL and IRS requirements. * Partner with internal departments (Compliance, Trust Accounting, Operations, etc.) to coordinate and expedite deconversion activities. * Perform census review, eligibility calculations, trust accounting, and asset reconciliation. * Identify and resolve plan discrepancies, ensuring all corrective actions are completed prior to plan closure. * Track progress of all deconversion cases to ensure deadlines are met and dependencies are managed effectively. * Maintain proactive communication with clients, plan sponsors, and internal teams, providing status updates and resolving issues promptly. * Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction. Supervision * N/A. Section 3: Experience, Skills, Knowledge Requirements * Education & Experience * Bachelor's degree in Business, Finance, Accounting, or related field; or equivalent professional experience. * 5+ years of experience in retirement plan administration, deconversion, or financial services; experience with multiple plan types (DC, DB, Combo) strongly preferred. * Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools. * Technical Skills * Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively. * Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed). * Experience with plan reconciliations, trust accounting, and conversion processes. * Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management. * Core Competencies * Exceptional client service orientation with strong presentation, facilitation, and negotiation skills. * Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams. * Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy. * Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and compliance. * Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships. * Skilled in conflict resolution and escalation management. * Behavioral Attributes * Collaborative team player who thrives in a culture of accountability and innovation. * Adaptable to change and committed to continuous improvement. * Willingness to work additional hours as needed to meet client and business needs. * Embodies FuturePlan's core values and approaches every task with a "Day 1" mindset. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $65-75k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").