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Employee Benefits Relationship Manager

Company: Karam Financial Group
Location: Providence
Posted on: December 4, 2019

Job Description:

Karam Financial Group is looking to add an Employee Benefits Analyst to support client fulfillment and reporting for meetings. - -Responsibilities: -Preparing necessary materials for clients and prospective clients -Running investment and expenses benchmarking reports from our templates -Providing follow-up support for consultants after client meetings -Documenting all results in our CRM -Providing administrative support to the team and a liason between clients and providers - -Requirements: -Two years of customer service, account management or client support experience at a - - - - - - - - - -retirement plan/employee benefits consulting firm or a recordkeeper/TPA -Proficiency using Outlook, MS Word, PowerPoint and Excel -Understanding of 401(k)/defined contribution plans and experience in client relationship management, installation/conversation or contract compliance -Problem-solving skills and keen attention to detail -Customer service/client focused -Ability to work in a fast-paced team environment -Highly organized, able to utilize CRM technology to ensure good communication within the team -Salary is dependent on applicant's experience. - -Why Work for Us -KFG's mission is to help clients become stewards of their employee benefits offered to their employees. We believe every number has a name; we believe in making things better for the people we serve; we believe in spontaneous and strategic growth -

Keywords: Karam Financial Group, Providence , Employee Benefits Relationship Manager, Executive , Providence, Rhode Island

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