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Who We Are Were NFP, a five-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, 2020 and 2021.
We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm.
We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe businessispersonal.
Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300
nationwide offices and 17 international locations.
To learn more, please visit:
Link removed – Click here to apply to Account Executive, Retirement Role at NFP This position is responsible for ensuring overall client satisfaction and retention of our clients by providing day-to-day exceptional customer service and value-added plan administration.
This position is also responsible for serving as a technical resource to clients as well as to internal consultants and senior management.
Essential Duties and
Responsibilities:
Provide a high level of Customer Service while communicating and coordinating with clients to address all client service issues in a prompt and timely manner.
Provide comprehensive administrative support including oversight and production of participant statements, payroll contributions, distributions, reconciliation of the recordkeeping and trust accounts and other matters that require additional research and analysis.
Responsible for proactive communication with the client and partners regarding all aspects of service delivery, including enrollment support and plan design consulting.
Ensure all plan activity is in compliance with plan documents and applicable regulations and guidelines.
Verify census data, determine eligibility, dates of participation and vesting.
Manage day to day schedule according to client needs.
Responsible for oversight and resolution of the research items and client inquiries.
Perform other duties as assigned.
Knowledge, Skills, and/or Abilities:
Strong oral and written communication skills Strong client presence with project management, presentation and facilitation skills Well-organized with the ability to handle several projects/clients simultaneously Proficiency with MS Office products, including Outlook, Word, Excel and PowerPoint Dedicated work ethic with a commitment to client service excellence Experience working in a team environment Comprehensive knowledge of retirement plans and plan documents, and a working knowledge of ERISA, DOL and IRS regulations.
Demonstrated problem solving, research and analysis skills Knowledge of recordkeeping systems and trust systems; and experience with plan administration and trust reconciliations.
Education and/or
Experience:
Bachelor’s degree with emphasis in accounting, finance or mathematics, or equivalent work experience 2 to 4 years experience in Retirement Services industry highly preferred Certificates, Licenses, Registration:
None required Physical Demand:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of thisjob, the employee is regularly required to sit; use hands to handle or feel and talk or hear.
The employee is frequently required to reach with hands and arms.
The employee is occasionally required to stand and walk.
Specific vision abilities required by this job include close vision and distance vision.
Working Conditions:
Climate controlled office environment, with travel required to clients, up to 50% of the time.
What We Offer NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You Better.
Together.
NFP is an inclusive Equal Employment Opportunity employer.
Required Preferred Job Industries Link removed – Click here to apply to Account Executive, Retirement Recommended Skills Accounting Administration Analytical Communication Coordinating Customer Service googletag.
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By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website.
To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.
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Estimated Salary: $20 to $28 per hour based on qualifications.
We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm.
We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe businessispersonal.
Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300
nationwide offices and 17 international locations.
To learn more, please visit:
Link removed – Click here to apply to Account Executive, Retirement Role at NFP This position is responsible for ensuring overall client satisfaction and retention of our clients by providing day-to-day exceptional customer service and value-added plan administration.
This position is also responsible for serving as a technical resource to clients as well as to internal consultants and senior management.
Essential Duties and
Responsibilities:
Provide a high level of Customer Service while communicating and coordinating with clients to address all client service issues in a prompt and timely manner.
Provide comprehensive administrative support including oversight and production of participant statements, payroll contributions, distributions, reconciliation of the recordkeeping and trust accounts and other matters that require additional research and analysis.
Responsible for proactive communication with the client and partners regarding all aspects of service delivery, including enrollment support and plan design consulting.
Ensure all plan activity is in compliance with plan documents and applicable regulations and guidelines.
Verify census data, determine eligibility, dates of participation and vesting.
Manage day to day schedule according to client needs.
Responsible for oversight and resolution of the research items and client inquiries.
Perform other duties as assigned.
Knowledge, Skills, and/or Abilities:
Strong oral and written communication skills Strong client presence with project management, presentation and facilitation skills Well-organized with the ability to handle several projects/clients simultaneously Proficiency with MS Office products, including Outlook, Word, Excel and PowerPoint Dedicated work ethic with a commitment to client service excellence Experience working in a team environment Comprehensive knowledge of retirement plans and plan documents, and a working knowledge of ERISA, DOL and IRS regulations.
Demonstrated problem solving, research and analysis skills Knowledge of recordkeeping systems and trust systems; and experience with plan administration and trust reconciliations.
Education and/or
Experience:
Bachelor’s degree with emphasis in accounting, finance or mathematics, or equivalent work experience 2 to 4 years experience in Retirement Services industry highly preferred Certificates, Licenses, Registration:
None required Physical Demand:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of thisjob, the employee is regularly required to sit; use hands to handle or feel and talk or hear.
The employee is frequently required to reach with hands and arms.
The employee is occasionally required to stand and walk.
Specific vision abilities required by this job include close vision and distance vision.
Working Conditions:
Climate controlled office environment, with travel required to clients, up to 50% of the time.
What We Offer NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You Better.
Together.
NFP is an inclusive Equal Employment Opportunity employer.
Required Preferred Job Industries Link removed – Click here to apply to Account Executive, Retirement Recommended Skills Accounting Administration Analytical Communication Coordinating Customer Service googletag.
cmd.
push(function() googletag.
display(‘div-gpt-ad-1622562035780-0’); ); Apply to this job.
Think you’re the perfect candidate? Apply on company site $(‘.
external-apply-email-saved’).
on(‘click’, function (event) window.
ExternalApply = window.
open(‘/interstitial?url=https%3A%2F%2Fclick.
appcast.
io%2Ftrack%2Fe07yy5q%3Fcs%3Dlxa%26exch%3Da9%26jg%3D3jvm%26bid%3DRjisTn_QvJ_s6s7uxZBkFw%3D%3D%26ob%3DaJGnnLEqcn666zUnQ166sg%3D%3D%26rdr%3Dhttps%3A%2F%2Fwww.
careerbuilder.
com%2Fjobs%3Fkeywords%3Daccount-executive-%28sales-and-related%29%2526location%3Dminneapolis%2C-mn’, ‘ExternalApply-j3t0ss70yn2tbhk41k7’); ); googletag.
cmd.
push(function() googletag.
display(‘div-gpt-ad-1600875440430-0’); ); Help us improve CareerBuilder by providing feedback about this job:
Report this job Job ID:
7212_736203813 CareerBuilder TIP For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.
Learn more.
By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website.
To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
