Remote Benefits Consultant Client Accounts

Position: Remote Benefits Consultant for Client Accounts
Advance your career as a remote Benefits Consultant focused on retirement and group benefits. Collaborate with a Senior Managing Consultant and engage directly with clients.

In this role, you'll manage client accounts with a strong emphasis on reporting, analysis, and service excellence. This fully remote position suits detail-oriented candidates eager to enhance their knowledge in group benefits and retirement plans through hands-on experience.

Key Responsibilities:

• Prepare quarterly and annual reporting for group retirement

• Create governance and performance presentations for clients

• Help manage client relationships and resolve inquiries

• Collaborate with insurance carriers for data gathering

• Contribute to client meetings and deliverables

Requirements:

• Proficient in Microsoft Excel and Office Suite

• Experienced in group benefits and retirement plans

• Knowledgeable about insurance carrier platforms

• Strong organizational and communication skills

• Interested in developing in the consulting field

Become a trusted advisor in the benefits consulting space while working remotely.
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