Client Service Representative, Group Retirement

**About The Role**

Our **Employee Benefits & Retirement Division** is excited to welcome you to our client-focused culture. Join us with your group benefits experience as our next **Client Service Representative (CSR)** .

This is an opportunity to further develop your client service and analytical skills as a **Permanent Full-Time CSR** within our Employee Benefits Division.

**What You’ll Do**

+ Monitor employer-sponsored retirement plans, serving as the primary liaison between plan administrators, insurance carriers, and advisors

+ Oversee the implementation of new group retirement plans, ensuring each plan launches accurately and in compliance with regulatory requirements

+ Build and maintain long-term client relationships, addressing inquiries directly or liaising with insurance carrier representatives for timely resolution

+ Track key plan metrics including contribution rates, member participation, investment fund ...