Plan administrator jobs near me - 76 jobs

Third Party Administrator - Pension / 401(k) Plan Administrator If you are looking for a company where you can grow and learn…. this may be a great opportunity for you. Omni 360 Retirement Consulting is currently seeking a Pension / 401(k) Plan Administrator. We are looking for the right person and are open to various experience levels. About Us Omni 360 Retirement Consulting is a financial services company based in Matthews, North Carolina. We provide investment, administrative, and actuarial services for employer sponsored retirement plans (401(k), profit sharing, cash balance, etc.) along with personal investment, retirement, and financial planning. Our clients are other businesses and business owners. We work predominantly in the dental practice space. Job description The Pension / 401(k) Plan Administrator will work with our clients in servicing their practice 401(k) and pension plans. As we are open to various levels of experience, the actual duties will depend on actual abilities. These duties may include: Data entry Plan document maintenance Contribution calculation Compliance testing Account reconciliation and accounting Preparation of IRS form 5500 and related schedules Report preparation and compilation Working with vendors New plan implementation Client meetings Working with both defined contribution and defined benefit plans Requirements: Open to various levels of experience Bachelor's degree preferred Mathematically inclined Customer oriented Heard working and excited to learn Organizational skills, attention to detail and time-management skills Ability to manage multiple priorities and deadlines Comfortable working on multiple open projects and clients at one time Experience with Excel and other Microsoft Office programs Energized professional with a client first mentality Positive, collaborative mindset Additional Information Why Omni 360? We are a small growing company with a solid, knowledgeable, and experienced base of principals. We are looking to bring in new talent who desires to learn and work their way up. Benefits: We value our employees' time and efforts. Our commitment to your success is enhanced by our benefits package. Here are just a few: Healthcare Professional Development Allowance Generous Paid Time-off 401(k) plan with company match Future growth opportunities within the company Opportunity for work-from-home schedule We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a “dress for your day” flexible policy We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture Uncompromising integrity, a passion for excellence and mutual respect Pay will be commensurate with experience Job Type: Full-time Pay: $30,000.00 - $75,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Retirement plan Vision insurance Schedule: 8 hour shift Monday to Friday Weekends as needed Qualifications Education: Associate (Preferred) Experience: Customer service: 1 year (Preferred) Ability to Commute: Matthews, NC 28105 (Required) Ability to Relocate: Matthews, NC 28105: Relocate before starting work (Required) Additional Information HOW TO APPLY If this sounds like you and you are interested in this position. Please send a resume or brief work history with contact info. including a phone number that you can be reached. Social media contacts, Facebook, LinkedIn, etc. Type us a brief cover letter and tell us why we should hire you. We look forward to working with you!

Build the Future with Us - EquipmentShare is Hiring a Stock Plan Administrator At EquipmentShare, we're not just filling a role - we're assembling the best team on the planet to build something that's never been built before. We're on a mission to transform an industry that's been stuck in the past by empowering contractors and communities through innovative technology, real-time support, and a team that truly cares. We're hiring a Stock Plan Administrator to support our Corporate HQ in Columbia, MO and we're looking for someone who's ready to grow with us, bring energy and drive to their work, and help us build the future of construction. The Stock Plan Administrator is responsible for the day-to-day operations of EquipmentShare's equity programs. This role will support the Company by managing equity data, transactions, and reporting. The position requires prior hands-on experience in equity administration. The administrator will collaborate closely with Legal, Accounting, Human Resources, and external vendors to ensure compliance, accuracy, and a positive employee experience. This position is fully remote. Primary Responsibilities Administer equity plans, including stock options, restricted stock units (RSUs), and the Employee Stock Purchase Plan (ESPP). Maintain accurate records in the Company's equity platform (e.g., Morgan Stanley at Work - Equity Edge Online). Process and reconcile equity transactions, ensuring accurate payroll and tax reporting. Partner with Accounting and Legal to support quarterly and annual reporting filing requirements. Ensure compliance with securities laws, tax regulations, and Company policies. Provide employee support and coordinate communications regarding equity awards, policies, and tools. Assist with external audits, vendor coordination, and execution of internal controls. Support education initiatives to help employees understand the features of the Company's equity plans. Why EquipmentShare? Because we do things differently - and we think you'll feel it from day one. We're a people-first company powered by cutting-edge technology. That means our proprietary T3 platform doesn't just run our business - it also makes your job easier, safer, and more connected. Whether you're behind the wheel, under the hood, leading a branch, or closing deals - tech supports you , and you drive us forward. We're a team of problem-solvers, go-getters, and builders. And we're looking for teammates who take pride in doing meaningful work and want to be part of building something special. Perks & Benefits Competitive compensation Full medical, dental, and vision coverage for full-time employees Generous PTO + paid holidays 401(k) + company match Gym membership stipend + wellness programs (earn PTO and prizes!) Company events, food truck nights, and monthly team dinners 16 hours of paid volunteer time per year - give back to the community you call home Career advancement, leadership training, and professional development opportunities About You You want to be part of a team that's not just changing an industry for the sake of change - we're transforming it to make it safer, more secure, and more productive. You bring grit, heart, and humility to your work, and you're excited about the opportunity to grow within a fast-paced, mission-driven environment. We're looking for people who: See challenges as opportunities Embrace change and continuous improvement Bring energy, effort, and optimism every day Skills & Qualifications Proficiency with equity administration platforms (e.g., Morgan Stanley at Work - Equity Edge Online preferred, or others such as Fidelity, E*TRADE, Shareworks, Carta). Strong knowledge of equity ownership plans (e.g., stock options, restricted stock units, employee stock purchase plans) and related income tax rules and reporting compliance requirements. Solid understanding of accounting principles related to equity compensation (ASC 718). Advanced Excel and data analysis skills. Attention to detail. Ability to manage multiple priorities and meet tight deadlines in a fast-paced business environment. Clear and concise written and verbal communication skills. Strong customer service orientation when supporting employee questions regarding the Company's equity plans. Effective collaboration with Accounting, Legal, Human Resources, external auditors, and vendors. Proven problem solving and process improvement abilities. Education and Experience Bachelor's degree in accounting, finance or related field, required. At least 4 years of experience in equity plan administration at a public company. Certified Equity Professional (or progress toward it) preferred. Experience supporting equity platform transitions. Familiarity with HRIS systems such as Workday. Physical Requirements Ability to sit or stand for extended periods. Occasional travel may be required. A Workplace For All At EquipmentShare, we believe the best solutions come from a team that reflects the world around us. Our initiative - A Workplace For All - is rooted in the belief that we must work together to solve some of the toughest problems in construction. That means attracting, developing, and retaining great people from all walks of life. We value different backgrounds, talents, and perspectives. We want you to feel like you belong here - because you do. EquipmentShare is an EOE M/F/D/V.

Job DescriptionBenefits: 100% Remote Paid Sick Leave Flexible schedule Paid time off About Us The SD Cooper Company is a nationally recognized leader in Rollover for Business Startups (ROBS) and ERISA compliance services. We help entrepreneurs use their retirement funds to start or buy a business by establishing compliant retirement plans. Our team is expanding, and we are seeking a detail-oriented Pension Administrator to support our growing client base and maintain our high standards of regulatory compliance and customer service. Position Summary As a Pension Administrator, you will be responsible for the ongoing compliance, administration, and reporting of qualified retirement plans under the ROBS program. Youll work with small business owners and internal team members to ensure timely and accurate plan maintenance, participant reporting, and ERISA documentation. VERY IMPORTANT BEFORE APPLYING: YOU MUST HAVE EXPERIENCE WITH CALCAIR PENSION ADMINISTRATION SOFTWARE. IF YOU DO NOT HAVE PROVEN EXPERIENCE WITH CALCAIR THEN DO NOT APPLY- YOU WILL BE AUTOMATICALY REJECTED. WE WILL LOOK FOR DEMONSTRATED EXPERIENCE IN YOUR RESUME AND WE WILL CONTACT REFERENCES. A CALCAIR SKILLS EXAM WITH A SATISFACTORY SCORE WILL ALSO BE REQUIRED. Key Responsibilities Use CalcAir (formerly Datair) and eFast for federal tax filings and form submissions Prepare and file annual IRS Form 5500-series returns and related schedules Maintain and update plan documents and adoption agreements Track plan activity, contributions, distributions, and ownership percentages Monitor eligibility, vesting, and nondiscrimination testing Administer loans, rollovers, distributions, and RMDs per IRS/DOL rules Utilize ACT! CRM; communicate with clients via phone/email/video Collaborate with CPAs, advisors, and internal staff Qualifications FIRM REQUIREMENT: CalcAir (Datair) experience REQUIRED IF YOU DO NOT HAVE CALCAIR EXPERIENCE, DO NOT APPLY 2+ years in retirement plan (TPA) administration preferred Knowledge of 401(k), profit-sharing, and ROBS plans is a plus ASSPA certification or progress towards it is a plus Proficiency in Office 365, Adobe, Zoom/Meet Strong organizational and communication skills Experience with 5500, 1099-R, 945, 8955-SSA forms This is a remote position.

This is a remote role; however, we only operate in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IN, MI, MA, MN, MO, NJ, NY, NC, OH, PA, SC, TX, VA, and WI. Partner with senior benefits consultants in evaluating, designing, and implementing benefits solutions for health care and not-for-profit clients across executive, physician, and employee workforces. Serve as the lead benefits consultant for less complex client projects. Help to establish successful client relationships with a laser-focus on providing exceptionally responsive and high-quality client experiences. PRIMARY ACCOUNTABILITIES Responsible for overseeing all analytical aspects of benefits engagements across executive, physician, and employee workforces, working with junior staff to create high-quality client deliverables and ensuring adherence to budgets and timelines. Collaborate with senior benefits consultants in the development, communication, and deployment of benefits-related solutions, and with other client team members in the development of integrated deliverables. Use benefits subject matter expertise and understanding of practice solutions to identify opportunities to provide additional value to clients. Prepare and monitor the success of project plans, effectively keeping client team members apprised of project status and introducing appropriate interventions or activities to keep the timeline, quality, and deliverables on track. Participate in client meetings as requested and anticipate client needs and questions. Support the development of junior team members and ensure appropriate resource utilization, including prioritizing work and demonstrating effective delegation. Proactively share knowledge, use of tools, processes and methodologies established by the firm and those specific to practice areas to effectively guide more junior associates in complex research, data collection and analytics. Develop and implement tools, work product templates, processes and methodologies that will improve productivity and quality. Support Benefits Practice initiatives, including research and innovation. KNOWLEDGE, SKILLS & ABILITIES Minimum Required Qualifications Bachelor's degree in a business-related field, ideally with an emphasis in finance, economics, statistics, mathematics, accounting or health care administration 10 years of progressively responsible consulting/business-related experience required involving data analysis, financial modeling, benefits program design and/or benefits administration Solid technical knowledge and experience working with Excel, Word and PowerPoint Role model problem solving and critical thinking skills, including the ability to: Direct analysis of complex data sets, resolve complex data issues with limited guidance and interpret complex information with minimal direction to understand impact on client solution(s) Visualize and articulate a higher level of complex problems and concepts, recognize patterns in complex sets of data, and develop practical models Develop conclusions from analyses; develop solutions to client issues/challenges, with guidance Anticipate challenges, identify alternate solutions, and address obstacles impeding project/team progress Experience with the relevant laws and regulations that impact our health care clients Excellent interpersonal, coaching, writing, verbal and presentation skills are required, including the ability to: Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps junior associates develop skills and experiences Make clear and convincing oral presentations that demonstrate the understanding of the audience and the subject matter Successfully tailor communications to the audience, as appropriate Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content, factoring in perspectives and interests of the audience Write concise project communications, documents, and presentations with appropriate level of technical detail and complexity Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment Strong attention to detail Exhibit high levels of enthusiasm and passion for serving our clients and appreciate their mission-based work A self-starter with demonstrated ability to successfully assist with complex project deliverables in a very driven and changing organization Able to work effectively with ambiguity Flexible, adaptable, and able to work under tight deadlines or changing needs Have exceptional collaboration skills and behaviors Able to lead a group and exhibit successful and positive role model behaviors Intellectually curious and able to proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas Communicate openly with team members Exceptional client service orientation Preferred Qualifications Master's degree in business-related field Certified Employee Benefit Specialist designation or equivalent SALARY, BENEFITS AND PERKS Competitive total compensation package Medical and dental coverage at no premium cost for employees 401(k) and profit-sharing retirement plans Flexible spending accounts Generous paid time off (PTO) Company-paid holidays Gender-neutral parental leave Bereavement and pet leave Continuing education and professional accreditation sponsorship Life and AD&D insurance Short- and long-term disability Employee assistance program Mental health support program Additional perks Below is the base salary range offered for this position. Actual salaries may vary depending on factors including, but not limited to, academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates. $112,100 - $168,100 annually SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.

This is a remote role; however, we only operate in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IN, MI, MA, MN, MO, NJ, NY, NC, OH, PA, SC, TX, VA, and WI. Partner with senior benefits consultants in evaluating, designing, and implementing benefits solutions for health care and not-for-profit clients across executive, physician, and employee workforces. Serve as the lead benefits consultant for less complex client projects. Help to establish successful client relationships with a laser-focus on providing exceptionally responsive and high-quality client experiences. PRIMARY ACCOUNTABILITIES Responsible for overseeing all analytical aspects of benefits engagements across executive, physician, and employee workforces, working with junior staff to create high-quality client deliverables and ensuring adherence to budgets and timelines. Collaborate with senior benefits consultants in the development, communication, and deployment of benefits-related solutions, and with other client team members in the development of integrated deliverables. Use benefits subject matter expertise and understanding of practice solutions to identify opportunities to provide additional value to clients. Prepare and monitor the success of project plans, effectively keeping client team members apprised of project status and introducing appropriate interventions or activities to keep the timeline, quality, and deliverables on track. Participate in client meetings as requested and anticipate client needs and questions. Support the development of junior team members and ensure appropriate resource utilization, including prioritizing work and demonstrating effective delegation. Proactively share knowledge, use of tools, processes and methodologies established by the firm and those specific to practice areas to effectively guide more junior associates in complex research, data collection and analytics. Develop and implement tools, work product templates, processes and methodologies that will improve productivity and quality. Support Benefits Practice initiatives, including research and innovation. KNOWLEDGE, SKILLS & ABILITIES Minimum Required Qualifications Bachelor's degree in a business-related field, ideally with an emphasis in finance, economics, statistics, mathematics, accounting or health care administration 10 years of progressively responsible consulting/business-related experience required involving data analysis, financial modeling, benefits program design and/or benefits administration Solid technical knowledge and experience working with Excel, Word and PowerPoint Role model problem solving and critical thinking skills, including the ability to: Direct analysis of complex data sets, resolve complex data issues with limited guidance and interpret complex information with minimal direction to understand impact on client solution(s) Visualize and articulate a higher level of complex problems and concepts, recognize patterns in complex sets of data, and develop practical models Develop conclusions from analyses; develop solutions to client issues/challenges, with guidance Anticipate challenges, identify alternate solutions, and address obstacles impeding project/team progress Experience with the relevant laws and regulations that impact our health care clients Excellent interpersonal, coaching, writing, verbal and presentation skills are required, including the ability to: Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps junior associates develop skills and experiences Make clear and convincing oral presentations that demonstrate the understanding of the audience and the subject matter Successfully tailor communications to the audience, as appropriate Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content, factoring in perspectives and interests of the audience Write concise project communications, documents, and presentations with appropriate level of technical detail and complexity Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment Strong attention to detail Exhibit high levels of enthusiasm and passion for serving our clients and appreciate their mission-based work A self-starter with demonstrated ability to successfully assist with complex project deliverables in a very driven and changing organization Able to work effectively with ambiguity Flexible, adaptable, and able to work under tight deadlines or changing needs Have exceptional collaboration skills and behaviors Able to lead a group and exhibit successful and positive role model behaviors Intellectually curious and able to proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas Communicate openly with team members Exceptional client service orientation Preferred Qualifications Master's degree in business-related field Certified Employee Benefit Specialist designation or equivalent SALARY, BENEFITS AND PERKS Competitive total compensation package Medical and dental coverage at no premium cost for employees 401(k) and profit-sharing retirement plans Flexible spending accounts Generous paid time off (PTO) Company-paid holidays Gender-neutral parental leave Bereavement and pet leave Continuing education and professional accreditation sponsorship Life and AD&D insurance Short- and long-term disability Employee assistance program Mental health support program Additional perks Below is the base salary range offered for this position. Actual salaries may vary depending on factors including, but not limited to, academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates. $112,100 - $168,100 annually SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs. Essential Job Functions for this role include: Service Plan Execution: Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. Prepare Fiduciary Plan (Design) Review for meetings and delivery. Prepare Provider Review for meetings and delivery. Advisor Support: Plan design and proposal preparation. Facilitate and navigate plan changes, including plan design, fund changes, etc. Onboarding new clients - collaborate with sales team to ensure a seamless onboarding process. Transitioning clients - collaborate with advisors to ensure a seamless transition process. Client Support: Answer inquiries regarding the plan from plan administrators/sponsors and participants. Ensure strong client satisfaction and retention from plan administrators/sponsors. Provider Collaboration: Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians. Knowledge, Skills, and Abilities: Education: Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: Minimum 3 years of financial industry related experience Experience with interacting with individuals at all income levels in a professional and confidential manner Certifications: Notary designation a plus Job Skills: Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion Excellent verbal, written, analytical, and organization skills Technical and analytical training and ability to multi-task and manage multiple projects at once Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely. Results-oriented individual with proven ability to thrive in a fast-paced environment High attention to detail and the ability to see things through from concept to implementation Proficiency with RPAG, Salesforce and MS Office Suite Flexible, Reliable, Trustworthy, and Confidential with all matters Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones. All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $67,996.60-$79,996 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our March 2nd and April 6th classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities * Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. * Explain and ensure customers understand product options for routine inquiries; make product recommendations. * Identify if there are multi-product needs and connect customers to other product specialists. * Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications * Bachelor's degree in a business field or equivalent professional experience * FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) * Life license (or obtain within 90 days) * One year of experience in the financial services industry * Basic knowledge of financial products (related to assigned specialty area) * Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust * Problem-solving and decision-making skills to select and recommend product solutions * Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. * Proficiency using MS Office Preferred Qualifications * CFP and/or CRPC * Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions * Remote (Field/Travel) Environment * Schedule may vary to fulfill service levels during hours of operation Compensation Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. Total Compensation for this role is estimated to be $65,000 - $95,000 per year. The Salary for this position generally ranges between $48,500 - $53,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. #LI-KB1 Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: * We will never request personal information such as ID or payment for equipment upfront. * Official offers are sent via DocuSign following a verbal offer-not through text or email. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Full-time Description The People Operations Lead- Benefits, Leaves & Employee Relations manager is a highly skilled HR professional responsible for managing Refocus's multi-state benefits programs, complex leave administration, and employee relations support in CT and RI. This role owns core People Operations programs, ensures compliance with federal and state regulations, supports ER processes, and serves as a trusted advisor to colleagues and leaders. The Manager brings advanced judgment, strong communication skills, and the ability to navigate sensitive and complex situations with professionalism and empathy. This role does not directly supervise staff but manages critical HR programs and serves as the subject matter expert for benefits, leave laws, and employee relations documentation. Role & Responsibilities: Benefits Program Management (25% of the job) · Oversee administration of ReFocus's benefits programs including medical, dental, vision, life, disability, 401(k), and wellness initiatives. · Serve as the organization's primary subject matter expert on benefits eligibility, plan design, coverage, and compliance requirements. · Manage new hire benefit onboarding, life events, terminations, and data integrity within the HRIS/benefits system. · Partner with brokers and vendors to resolve escalated issues, evaluate plan performance, and support annual renewal strategies. · Lead Open Enrollment operations including configuration, testing, communication, and employee education. · Ensure compliance with ERISA, COBRA, HIPAA, and other federal/state regulations. Leave & Accommodation Program Management (50% of the job) · Own full lifecycle administration of all leave programs, including: o Federal: FMLA, USERRA o State: MA PFML, CT PFML, NY PFL, NJ FLI/NJFLA, RI TDI/TCI, etc. o Company-sponsored: medical, personal leaves o Disability coordination: STD, LTD o Workers' compensation management · Ensure accurate tracking, timely notifications, and consistent case-handling across all states. · Serve as primary point of contact for employees and managers throughout the leave/return-to-work process. · Lead the ADA interactive process, facilitating accommodations and partnering with People Partners and leadership on solutions. · Maintain comprehensive, compliant leave documentation and audit-ready records. · Monitor adherence to federal and state leave timelines, ensuring ReFocus avoids compliance risk. Employee Relations Support (25% of the job) · Provide frontline employee relations support including policy interpretation, conflict resolution, performance documentation, and workplace concerns. · Conduct initial fact-finding for ER issues; gather documentation, interview participants, and prepare objective summaries. · Draft formal ER documentation including counseling memos, investigatory statements, and follow-up communication. · Partner with People Team and leadership on sensitive or complex ER matters such as conduct concerns, attendance issues, or accommodation requests. · Track ER trends and elevate risk areas to HR leadership. · Reinforce consistent application of policies across states and practice locations. Required Qualifications: Bachelor's degree in Human Resources, Business, Psychology, Healthcare Administration, or a related field required. 6-10 years of progressive HR experience, with substantial expertise in benefits administration, multi-state leave management, and employee relations. Deep knowledge of FMLA, ADA, ERISA, COBRA, HIPAA, PFML programs, and multi-state employment laws. Healthcare or multi-site experience strongly preferred. Demonstrated ability to manage complex, sensitive issues with discretion, professionalism, and empathy. Strong analytical, administrative, and communication skills. Ability to navigate high-volume workloads across benefits, leave, and ER with accuracy and urgency. Proficiency with HRIS/benefits systems (Paylocity preferred) and Microsoft Office Suite. Position Expectations: · Work Environment: This role operates in a remote work environment with frequent virtual collaboration via Microsoft Teams, email, and phone. The position requires a private, professional workspace with reliable internet access to maintain confidentiality and efficiency. Occasional travel to corporate offices or regional practices may occur for meetings or training. · Physical Demands: This position primarily involves sedentary work, requiring consistent use of computers, telephones, and other office technology. The colleague must be able to communicate clearly and effectively, both verbally and in writing. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Position Type / Expected Hours of Work: This is a full-time, exempt position. Standard work hours are Monday through Friday, 8:30 a.m. to 5:00 p.m. Eastern Time. Occasional evening or weekend work may be required during high-volume periods. · Travel: Minimal travel is expected for this position (up to 10%), primarily for team meetings, training sessions, or supporting on-site needs. Compensation & Benefits: · 401(k) & 401(k) Matching · Competitive Salary · Disability Insurance · Flexible Spending Account · Health Insurance (Medical, Dental, Vision) · Life Insurance · Paid Time Off

March 2024 marked a monumental milestone for AO, as we shattered records for the biggest weekly, monthly, and quarterly achievements in the history of our company. Now, as we continue this incredible growth, we are seeking to expand our team with even more talented individuals. Are you ready to be a part of this extraordinary journey? As an AO team member, you will have access to a world-class support staff, unparalleled mentorship programs, and boundless career opportunities at every level. This could be the transformative change you've been eagerly searching for! • Embrace stability with a work-from-home position that provides you with a solid foundation. • Expand your knowledge and skills with virtual workshops and trainings designed to enhance your professional growth. • Enjoy the satisfaction of weekly pay, supplemented by enticing bonuses that recognize your exceptional performance. • Rest easy with the assurance of a union contract and representation, ensuring your rights are protected. • Safeguard your future with a comprehensive life insurance policy, including accidental death benefits. • Prioritize your well-being with medical insurance reimbursement, putting your health first. • Propel your career forward with industry-leading training and state-of-the-art technology at your fingertips. • Immerse yourself in leadership conventions and conferences that will inspire and motivate you. • Experience the thrill of incentive trips and team bonding activities, forging lifelong connections with your colleagues. To be considered for this incredible opportunity, simply submit your compensation requirements and an updated resume for our review. In line with our commitment to community wellness, all interviews will be conducted via Zoom video conferencing, ensuring the safety and convenience of all applicants. Join AO and become part of an unstoppable force, where history is made and extraordinary growth is the norm

For over 30 years PSG has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as your advocate and strategic partner. PSG has market leading technology and administration services for hospitals and health systems. Our mission is to relentlessly advocate for our clients as we partner together to develop innovative drug management solutions that deliver exceptional strategic insights, financial and clinical value. As a Pharmacy Benefit Consultant, you will serve as the primary/lead consultant on strategic clients. You will lead and cultivate multi-level client relationships with executives, human resource personnel, pharmacy department personnel and others which enable PSG to partner with clients to create, communicate and implement pharmacy strategy within the context of the overall client drug management strategy. In addition, you will identify business needs and create custom solutions for sophisticated clients which include overall pharmacy benefit strategy to create cost effective solutions for various client types. You will also lead vendor strategies that will include procurement efforts, contract negotiation and ongoing vendor management, while providing industry expertise and insight related to trends and opportunities. Responsibilities: Client Management Working with industry partners (PBM and other vendors), client and PSG resources, the candidate will: Identify and maintain appropriate multi-level client relationships and a deep understanding of client business and corporate culture resulting in high client satisfaction and retention Develop and implement customized strategic plans based on unique client needs to achieve targeted long- and short-term Track and measure vendor contract performance including operational and financial Lead and participate in ongoing client meetings including: Vendor review Independent strategy and performance assessment meetings On-going operational and strategic meetings Use analytical skills/tools to identify and present opportunities to clients that will serve to support trend management, cost savings, identify wasteful spending and potential FWA. Navigate appropriate internal PSG experts on custom projects Support clients that wish to create and use customized clinical programs (PA, Formulary, Utilization Management, etc) with Review PBM and other vendor provided pharmacy program indicators and reports for ongoing opportunities and program performance Maintain ongoing reports and documentation related to client relationship and program Responsible for renewal of client relationship and creating strategy, scope of services and appropriate fee structure to match client Program and Business Development Lead and cultivate revenue opportunities to support segment growth. Assess opportunity for expanding PSG services within existing client Leverage client relationship for PSG prospecting efforts by developing client Participation in conferences and other forums for showcasing program experience and Participate in internal workgroups to develop new programs, services, corporate positions and publications based on the continual assessment of client and market Account Implementation Provide oversight, guidance and serve as an advocate for the client to ensure vendor requirements are being met and service levels are adequate throughout vendor Identify issues and concerns for appropriate escalation and resolution to ensure successful RFP Process Management Lead the development and management of the RFP process for clients including RFP creation, vendor selection meetings and contract execution (in conjunction with internal RFP team) Participate in non-client specific annual RFI process via scoring and client meeting Contract Review and Execution Lead the review process for new and renewing vendor contracts through final execution to ensure current terms, definitions and compliance with RFP Lead the creation and renewal of PSG client agreements to create appropriate scope of services and fee Qualifications (Minimum Requirements) Extensive knowledge of Pharmacy Benefit Management, specialty pharmacy and large employer environments 2 years minimum experience, with a direct client relationship role Strong verbal and written communication skills including presentation skills and client relationship management Strong experience and skills working with and presenting to corporate executives Ability to develop strategies and implement programs for client pharmacy benefit programs Strong clinical and financial analysis skills including Word, PowerPoint and Excel Travel required, up to 25% Pharmacy background with bachelor's degree. MBA and/or PharmD/RPh preferred Business development experience preferred Salary and Benefits Salary is based on background and experience. Benefits include full medical, pharmacy, dental, vision, life and disability insurance, paid vacation, sick leave, 401k match and annual bonus potential. The national average salary for this role is $110k to $140k in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-MS2 #PSG #LI-Remote

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare. $70,000.00 - $70,000.00 The Retirement Plans Specialist will be responsible for providing on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants. REQUIRES RESIDENCY IN MISSOURI Essential Functions for this role include: Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention. Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators Proactively schedule, organize and effectively market all daily activities and onsite client visits Exceed all assigned production, activity, and service-related goals Record all daily activity in contact management systems accurately Identify and refer new group or individual business opportunities to the appropriate manager Represent MissionSquare at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees Perform other duties as assigned. If you have the following credentials, we encourage you to apply: 3-5 years related experience in financial services sales strongly preferred. Customer service experience is helpful. Series 65 licensing required. Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans. Good understanding of specific plan provisions and legislative regulations Experience with IRAs, 401ks, 403b, 401a, or DB plans Demonstrated ability to effectively market and service a geographically diverse client base Direct sales experience desired with experience in closing the sale preferred. Ability to overcome objections and resistance during sales presentation necessary Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective group presentations Ability to work independently as well as in a team environment Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power Point Strong time management and organizational skills Ability to work in a fast-paced, task-oriented environment preferred Spanish bilingual preferred. To benefit your career and support your wellbeing, we offer: Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions Flexible and hybrid work schedules to support work-life balance Tuition reimbursement to support continued education Professional and career development opportunities, including courses and certifications Comprehensive wellness programs promoting physical, mental, and emotional health Volunteerism initiatives to encourage community engagement Click here to learn more about MissionSquare's benefits. Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

We have a SPOT for YOU at NavSav! We are in need of a passionate, hard working, and experienced Employee Benefits Account Manager to add to our team. We are a rapidly growing independent insurance enterprise with over 75+ locations in 20+ states. We have access to 150+ carriers which equates to much higher retention and customer satisfaction! We are searching for talented people who will help us shake up the insurance world and guide the NavSav of tomorrow. Our people bring ambition, passion, and innovation to every dimension of our company. Every member of our team is adding to our rapid growth and bringing new perspectives to every corner of our success. About the role: We are hyper focused on GROWTH and RETENTION. We feel that it is just as important to retain our loyal clients as it is to bring in new clients! We need a committed account manager just like you to bring high energy and motivation to help meet goals and initiatives. The ideal account manager would be enthusiastic about this position and the part that you will play in providing best in class customer service to clients while helping them to prepare for the unexpected! If this sounds like you, we are ready for you! Apply today! Benefits: Medical Insurance Dental and Vision Insurance Supplemental Benefits Paid Time Off (starts accruing immediately) 2 Annual Wellness days 401K/with up to 4% employer match Paid Holidays Remote work (upon approval) Responsibilities: Provide and initiate quality professional service to Employee Benefits accounts to identify and eliminate gaps in coverage and/or non-compliance of employee benefit laws, thus reducing our E&O exposure Keep Sales Executives and Account Executive fully informed of all important activities on their accounts Facilitate claims resolution Facilitate enrollment and billing resolution Execute post decision processes for new and renewing clients including but not limited to: Oversee accurate and timely policy and benefit plan implementation from beginning to end. Prepare employer application, employee memos, enrollment checklists and cancellation letters. Process and submit enrollment. Expired policies and/or lost business process. Prepare and update account summaries as required Process new & lost business Review employer applications, policies, summary plan descriptions and endorsements for accuracy Create and update Employee Benefit Centers (EBCs) Requirements: Life and Health insurance license required Experience with Employee Benefits Insurance Experience with multiple carriers Pass background check Strong verbal/written communication and interpersonal skills Good operational computing skill/typing 45+ WPM (Microsoft Office Suites, Internet Browsers) Confident self-starter who works well independently Strong analytical and problem-solving capabilities Ability to multi-task Applied EPIC management system experience preferred Apply today and our team will contact you!

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Our Culture Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates. About the Role: The position will support the expansion of the domestic and global employee discount program for large global employers. As an individual contributor, this position requires strong project and implementation management skills and the ability to extract and synthesize data to assist with data-backed decisions. The ideal candidate will be able to work independently, effectively communicate at all levels, creatively problem solve and appreciate a dynamic environment with rapidly changing priorities. Core Responsibilities : Other duties may be assigned in addition to below. Program Development and Expansion: Support the initial phases of sourcing global employee discounts, including tracking and vetting client/employee referrals. Creatively identify ways to meet client needs where vendor programs do not yet exist. Implementation Support: Develop and execute implementation and integration strategies for new and/or changing programs, processes and vendors; such as country launch plans and communication campaigns. Liaise with internal teams and external vendors to handoff deliverables with tight timelines. Project Management: Drive consistent project management support for concurrent and complex benefit projects by translating business needs into project plans; building business requirements, timeline, deliverables and quality standards. Serve as day to day project lead, ensuring progress of project team against established goals. Trouble shoot and bring issues to resolution. You will define and develop metrics to track progress on long and short-term program goals and priorities. Customer Service: This role will provide exceptional customer service while establishing efficient processes for partner support. You will be responsible for bridging cross-functional teams to improve the performance and efficiency of global programs. Skills Required: BS/BA Degree or equivalent experience, plus 3-5 years' experience in program and/or project management role. Strong work ethic with positive drive and approach, including the ability to work both independently and collaboratively with dynamic teams. Collaborates to keep others informed of information that contributes to the performance of the team, department or company. Demonstrates good listening and has the ability to build and maintain strong relationships, effective partnerships and establish credibility with internal and external stakeholders at all levels of the organization through confident interpersonal, verbal and written communications and presentations Demonstrates good business judgement and creative thinking to anticipate needs, troubleshoot problems, and derive solutions. Shares knowledge and expertise professionally and acts in the best interest of the client's business. Exceptional attention to detail with highly developed organizational skills, including the ability to prioritize, handle multiple projects simultaneously, and manage strict deadline and turnaround time requirements Expected ability to manage highly sensitive information and maintain confidentiality of benefit issues and information Proficiency in Microsoft applications required, including Word, PowerPoint and Excel 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”.

Location: Remote (Full-Time, U.S. Based Only) Compensation: $90K-$120K/year Extras: Weekly Pay | Equity Opportunity | Bonus Program | Vested Renewals About the Role: AO Globe Life is growing and looking for motivated professionals to support clients through virtual benefit consultations. If you're seeking a flexible, performance-driven career with impact-this may be the opportunity for you. Role Highlights: Conduct scheduled Zoom meetings (no cold calling) Educate clients on supplemental benefits Help clients select and enroll in appropriate policies Document interactions digitally Join team calls and ongoing leadership development We're Looking For: Strong interpersonal and virtual communication skills Organized and tech-comfortable Self-starter with a team-focused mindset Passion for client service and personal growth Why Join AO Globe Life: 100% remote flexibility Weekly commissions and long-term renewals Warm, pre-qualified leads provided Supportive team environment with clear advancement

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Senior Benefits Consultant, Labor & Union Sector to join our team. This position will report to our agency located in Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position. Responsibilities: Lead renewal negotiations with all core health and welfare carriers (as applicable). Conduct comprehensive financial and utilization analysis to support negotiations. Calculate COBRA rates and Retiree Medical Rates for pre- and post-65 plans in conjunction with actuarial resources. Perform underwriting and modeling for retiree contributions in conjunction with underwriting and actuarial resources. Prepare formal responses to auditor letters and ensure compliance with FASB ASC 965-30 in conjunction with compliance resources. Collaborate with actuaries on reserve liability disclosures and valuations. Participate in and assist in oversite of compliance (1094/1095, PCORI, etc.), wellness and DOL audits for assigned clients. Analyze cost-benefit scenarios for potential clinic closures and alternative dental plan options. Attend Trustee Meetings and Union Meetings (may require some non-business hours' time slots). Engage in regular meetings/calls with the Local President(s) and Executive Director(s). Develop custom employer rates for union negotiations in conjunction with actuarial resources. Actively participate in client strategy discussions and provide strategic analysis and consulting expertise for clients' benefit programs. Manage client benefits program implementation and the annual client benefits renewal process. Manage and facilitate client escalations for your clients and your cohort's clients. Qualifications: 7+ years of experience working in carrier or broker related environment - specifically in the labor and union space. Expertise in health & welfare fund management, actuarial concepts, and financial modeling. Ability to interpret and apply compliance standards (FASB ASC 965-30). Ability to organize, prioritize and manage multiple clients. Detail oriented, resourceful - strong decision-making skills. Effective verbal and written communication - communication written up after every renewal meeting. Excellent interpersonal skills and client service skills Ability to work autonomously and perform well under pressure. Ability to operate in a fast-paced environment. Project management skills are necessary to successfully plan, manage and execute deliverables. Proficient in Microsoft Office Suite Prefer candidate to reside in RI or MA. Benefits: Company Paid Life Insurance, Long-Term and Short-Term Disability. Medical, Dental, Vision and FSA/HSA plans. 401(k) with company match. Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits. Generous PTO. An awesome team of professionals! The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.

Benefits Specialist Job Responsibilities.(Work From Home) Urgent Hiring Attracts and retains employees by researching, recommending, and explaining benefit programs. Determines employee benefit practices by benchmarking best practices, researching industry and employment trends, and tracking legislation. Determines employee benefit interests by conducting employee surveys, forming focus groups, and analyzing responses. Recommends development and revision of employee benefit programs by examining, evaluating, and optimizing employee understanding, acceptance, and interests, costs, regulatory requirements, and competitive advantage. Evaluates proposed employee benefit contracts by studying provisions and estimating impact. Explains employee benefits by conducting meetings, preparing written and graphic announcements, presentations, and explanations, and responding to requests for information. Provides management planning and control information by collecting, analyzing, and summarizing employee benefit data and trends. Maintains employee confidence by keeping benefit information confidential. Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Collaborates with other members of HR team to drive recruitment and retention strategies through the deployment of benefits programs that adhere to best practices and ensure company's competitive position in talent acquisition with the industry Benefits Specialist Skills/Qualifications: Knowledge of Fair Labor Standards Act (FLSA) and Employee Retirement Income Security Act (ERISA) regulations, and other applicable federal, state, and local laws governing compensation Knowledge of compensation and wage structure Benefits administration knowledge Familiarity with human resource management software Quality management Confidentiality Reporting skills Analytical research skills Presentation skills Verbal and written communication skills Developing standards Employee retention Onboarding Education, Experience, & Licensing Requirements: Bachelors degree in human resources, business, or finance; MBA or masters degree in human resources a plus 3-5 years related experience Certified Compensation Professional (CCP) preferred

Id 20661 Job Type Full-Time Regular Apply With

PLEASE NOTE: This is a HYBRID position that will require 1-3 days/week in one of our following California office locations: Irvine, Burlingame, Glendale, Santa Rosa, Sacramento. The Mid-Market Senior Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Senior Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Senior Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Senior Account Manager is responsible for revenue growth - client expansion - on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Your Impact: Act as a subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary Manage a personal book of business of approximately $500,000 - $1,000,000+ Support Team Leader and/or Account Executive(s), as assigned Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary Actively seek improvements to client service and efficiencies within teams by identifying improved processes Work with the client team to develop project plans and deliver on service goals Set priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions Prepare renewals and RFPs, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations Delegate administrative and analytic tasks, as necessitated, to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance. Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.) Understand, articulate and implement RS value-added resources Be accountable for updating client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc) Provide peer review for others on team Successful Candidates Will Have: BA/BS preferred 4 - 7+ years of health & welfare experience, meets, or exceeds, majority of core practice competency-based skills Client-facing experience in the employee benefit industry a plus Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and learning to anticipate client and team needs Effective time management Diligent follow up skills Ability to express ideas clearly in both written and oral communications Critical thinking skills Detail-oriented Strong Microsoft Excel and PowerPoint skills Life, Accident and Health Insurance License required GBA or CEBS Certification a plus Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,500 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: $51,800.00 - $80,000.00 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Are you looking to join a dynamic company that truly values their employees, offers great benefits, and has a “people first” culture? At ERPA, we encourage our employees to be innovative and welcome new ideas. Empathy, responsibility, passion, and agility are the values that ERPA emulates in the workplace and seeks in our employees. ERPA is a client-focused technology services firm committed to maximizing the value of our clients' Workday investments. We specialize in implementing Workday solutions for higher education and government organizations, while also providing comprehensive, ongoing support for clients across diverse industries. Our team partners closely with clients to optimize their Workday environments, offering services such as application management, Workday evolution and expansions (Phase X implementations), follow-on solutions, analytics, and continuously enhance the user experience. Position Summary: We have an exciting opportunity available for a Workday Senior Benefits Consultant on our Workday HCM team! This role will be responsible for solutioning, navigating, and optimizing Workday Benefits. The span of responsibility will be to ensure the successful implementation and/or production support (post go-live) for Benefits and at least one or more additional modules under the HCM umbrella such as: Advanced Comp, Talent/Performance, Recruiting, Learning, HCM Reporting, and/or Data Conversion. This role will actively contribute to the development of ERPA's Workday AMS practice and should showcase innovation, strategic thinking and have the drive to make ERPA a Workday partner of choice. Key Responsibilities: Provide consulting services on multiple client engagements with limited direction Understand client business requirements and provide guidance throughout design, configuration and prototype, and assist clients with testing and move to Production efforts Support clients during Annual Events such as: Annual Talent/Performance, Merit, Open Enrollment, ACA, etc. as needed Partner with Engagement Managers to keep them informed of project status, changes, etc. Collaborate with cross-functional counterparts to ensure clear lines of communication and project alignment Accurately maintain forecast in a timely manner Partner with the Sales team and serve as a Subject Matter Expert while assisting with sales presentations, demos, and LOEs Stay up to date on industry knowledge, Workday enhancements, and be able to advise on Workday best practices Build strong relationships with clients, gained through trust and exceptional customer service Experience and Education Requirements: Must have experience independently leading at least one Workday Phase 1 implementation and one Workday Phase X implementation. Minimum of one year of experience as a lead Workday Benefits Consultant at a Workday partner firm is required Experience independently assisting Workday customers through Open Enrollment support Experience independently assisting customers through Affordable Care Act (ACA) support Must have hands-on experience and a Workday Benefits certification AND at least one of these certifications: Advanced Comp, Learning, Recruiting, Talent, Reporting, PEX Employment is contingent upon obtaining a Workday Launch certification. All required Workday Partner certifications must remain in Active status throughout employment with ERPA. Must have experience troubleshooting, configuring, and navigating Workday Benefits Strong organizational skills are required. Must be able to manage multiple priorities and meet deadlines. Excellent verbal and written communication skills are required, along with a detailed understanding of Workday Benefits processes and best practices to make appropriate implementation recommendations. Demonstrated ability to work independently as well as in a team environment, coupled with a desire to have fun while building something new (required) Location: USA, Canada or Mexico Sponsorship: Open to candidates who require sponsorship transfer N othing in this job description restricts management's right to assign or reassign duties and responsibilities of this job. Applicants are considered for all positions in accordance with statutes and regulations concerning non-discrimination on the basis of race, ancestry, age, color, religion, sex, national origin, sexual orientation, gender identity, non-disqualifying disability, veteran status, or other protected classification. ERPA is an equal opportunity employer, as well as a substance and tobacco free workplace. All offers of employment are contingent on successfully passing the pre-employment drug screen and background investigation which may include reference checks, criminal background investigation, and when applicable licensing verification. Applicants must be legally authorized to work in the United States on a full-time basis. We will not consider any applicants that require sponsorship for employment visa status either now or in the future. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!