The Commissions Coordinator supports finance operations by accurately processing commission payments and managing financial data. Responsibilities include reconciling daily cash receipts, resolving processing errors, and maintaining accurate client account records.
The Commissions Coordinator supports finance operations by accurately processing commission payments and managing financial data. Responsibilities include reconciling daily cash receipts, resolving processing errors, and maintaining accurate client account records.
The Payroll Specialist assists in processing biweekly and monthly payroll within Workday and serves as the primary point of contact for payroll-related inquiries. They are also responsible for auditing payroll data, managing tax compliance, and providing reporting documentation to Finance and HR departments.
The Sales Leader is responsible for driving sales strategy and execution across Washington, Oregon, and Idaho to meet annual growth goals. This role involves coaching producers, managing sales pipelines, and fostering a high-accountability culture through field support and performance analysis.
This role manages the end-to-end execution of RFPs, RFIs, and Due Diligence Questionnaires for the Financial Services practice. It involves coordinating pursuit timelines, maintaining a compliance-approved content library, and ensuring high-quality, timely submission of business development materials.
The Training Specialist designs and delivers training programs for Microsoft Dynamics 365 to support Employee Benefits and Human Resources Consulting teams. This role partners with subject matter experts to identify learning needs, develop instructional content, and drive system adoption across the organization.
The Global Benefits Analyst will support multinational employee benefits projects by conducting research, analyzing data, and preparing recommendations for the consulting team. They will also manage client projects, coordinate with local brokers and vendors, and ensure compliance with international regulations.
The Risk Control Consultant serves as a strategic advisor, conducting enterprise risk assessments and developing tailored safety strategies for clients. They also perform on-site safety inspections, manage carrier relationships, and provide data-driven insights to mitigate operational risks.
The Director will lead the national Employee Benefits content strategy, shaping differentiated market narratives and thought leadership. They will also develop integrated growth campaigns and partner with sales teams to translate market insights into actionable tools and resources.
The Vendor Portfolio Manager leads the Vendor Management Office to design and govern the enterprise vendor management operating model. This role oversees vendor lifecycle activities, risk management, and contract governance while driving portfolio optimization and value realization.
The Event Specialist manages the planning and execution of in-person, virtual, and hybrid events, including logistics, marketing activation, and stakeholder coordination. They also track event performance, manage sponsorship deliverables, and ensure all activities comply with financial services regulations.
The Business Analyst will own small to medium-sized D365 enhancements and user stories while supporting larger strategic initiatives through requirements gathering and UAT coordination. They will act as a liaison between business stakeholders and technical teams to ensure system behavior aligns with business needs.
The Implementation Project Manager leads client onboarding, manages executive stakeholders, and oversees project readiness and risk mitigation. They ensure cross-functional alignment and protect operational stability by managing scope, timelines, and implementation strategies.
The Actuarial Director leads the development of client data and analytics strategies while overseeing actuarial models for health benefits and risk exposure. They are responsible for managing client projects, providing financial projections, and mentoring junior staff to ensure sound financial administration.
The Director of Analytics will lead the data science function and serve as the product owner for the company's proprietary AI-driven analytics platform. They are responsible for setting the product vision, managing the development roadmap, and leading a team of data scientists to deliver scalable analytical solutions.
The Account Manager is responsible for managing an assigned book of business and serving as the primary point of contact for client benefit-related service needs. They collaborate with internal teams to handle renewals, conduct strategy calls, and provide advisory support to ensure client expectations are exceeded.
The Analytics Engineer II develops and maintains data solutions, pipelines, and reporting to support Marketing and growth initiatives. This role involves building trusted datasets, ensuring data quality, and partnering with stakeholders to translate business requirements into technical solutions.
The Human Resources Consultant designs and administers HR policies, procedures, and programs while providing expert counsel to clients. They manage various HR functions including compliance, onboarding, performance management, and employee relations across multiple client organizations.
The Underwriting Consultant leads stop loss underwriting analysis and strategy while serving as a technical advisor to field consultants and brokers. They are responsible for managing the stop loss marketing, placement, and renewal process for assigned groups while mentoring junior team members.
The PBM RFP & Pricing Lead will own and optimize the end-to-end pharmacy RFP process, including pricing model development and PBM financial evaluation. This role involves leveraging AI-driven solutions to modernize workflows and providing strategic insights to internal teams and clients.
The Staff Attorney supports the Legal Department by drafting, reviewing, and negotiating various client and vendor agreements while advising on privacy and data protection matters. They also conduct research on legislative and regulatory developments to provide business-focused legal guidance to internal stakeholders.
The Regional Director is responsible for leading and coordinating employee engagement efforts across a region to deploy financial education and advice strategies. This role manages teams and processes to ensure educators are aligned and effective in delivering participant education and generating wealth referrals.
The Human Resources Consultant designs and administers HR policies, procedures, and programs while providing expert counsel to clients. They manage various HR functions including compliance, onboarding, performance management, and employee relations across multiple client organizations.
The Legal Specialist supports the legal, risk, and compliance departments by managing administrative tasks, maintaining case files, and facilitating departmental goals. They are responsible for modifying legal documents, conducting research, and managing internal site content to improve team efficiency.
The Account Executive will manage the RFP and quoting process while maintaining agency pipelines and fostering carrier relationships. They will also provide administrative support to consultants and assist with new client onboarding and revenue reconciliation.
This role is responsible for executing, maintaining, and improving the standard operating model for the Retirement Solutions business. It involves translating platform strategy into actionable workflows, documentation, and governance practices while driving platform adoption across teams.
The Retirement Solutions Operations Analyst provides operational and analytical support to the retirement operations team while acting as a liaison between branch offices and leadership. This role manages operational workflows, supports M&A transitions, and drives process improvements through data analysis and automation.
The Intake Analyst evaluates client-submitted data for prospective businesses to set risk-based pricing and ensure data accuracy. They are responsible for communicating directly with clients and insurance carriers while managing time-sensitive underwriting requests.
The Account Manager builds and maintains strong client relationships while ensuring maximum value from the HCM platform. They provide ongoing support, resolve issues, deliver product education, and identify opportunities for platform expansion.
The Client Advocate serves as the primary point of contact for employees, assisting with benefit plan questions, claims resolution, and transition of care issues. They also coordinate client events such as health fairs and wellness meetings while working collaboratively with an internal team.
The People Operations Manager will provide professional support for all People functions, including benefits administration, compensation analysis, and policy management. They will also oversee the employment lifecycle, from onboarding and background checks to performance reviews and off-boarding processes.
The Client Portfolio Manager serves as a subject matter expert on the investment platform, collaborating with advisors to implement and monitor portfolios. They are responsible for crafting tailored investment plans, overseeing trade execution, and developing client-ready deliverables to support business growth.
The Strategic Account Executive manages a client book of business, focusing on fostering relationships and ensuring quality service delivery. Key duties include analyzing plan performance, managing PBM implementations, and coordinating RFP processes for new clients.
The Benefits Specialist manages a book of clients to ensure accurate onboarding and understanding of employee benefits while maintaining regulatory compliance. Key duties include implementing new plan designs, performing benefits audits, and resolving client inquiries via a CRM system.
The Payroll Specialist is responsible for executing accurate multi-state payroll processing, managing tax compliance, and conducting regular audits. The role also involves coordinating benefit deductions and collaborating with HR and finance teams to optimize payroll operations.
Transform AI prototypes and early-stage builds into scalable, secure, and production-ready enterprise applications. Partner with Product Managers to design, build, and deploy end-to-end AI solutions across various business lines.
Coordinate the post-sale implementation and onboarding of self-funded benefit programs, including stop loss and captive options. Manage claims monitoring, reimbursement tracking, and serve as a liaison between clients, TPAs, and carriers.
Lead a team of Business Development Executives to drive growth for the Human Resources Consulting practice in the West Region. Responsible for achieving annual sales targets, coaching the sales team, and collaborating across different business practices to provide integrated client solutions.
The M&A Integration Engineer manages the technical diligence and integration process for newly acquired companies. This includes performing system conversions, migrating data, and providing technical support to ensure a smooth transition for new employees.
Produce high-quality, on-brand creative assets across multimedia, video, presentations, and social media to support brand engagement and leadership communications. Collaborate cross-functionally to develop creative frameworks and toolkits that ensure brand consistency during M&A integrations and business updates.
Provide high-level administrative support to the Chief Product Officer, including calendar and travel management. Gradually transition into product operations by optimizing workflows using AI tools and supporting strategic product initiatives.
The Analyst manages the end-to-end stop loss renewal cycle and TPA (ASO) marketing processes for assigned clients. They are responsible for securing competitive quotes and providing financial analysis to support self-funded insurance programs.
The Sales Associate manages the operational execution of complex PEO sales cycles, including RFP coordination and underwriting liaison. They are responsible for preparing closing kits and maintaining accurate CRM records to ensure a seamless transition to implementation.
The Actuarial Director leads the development of client data and analytics strategies and oversees the execution of actuarial studies for health benefits. They serve as a financial contact for clients, managing deliverables and mentoring junior actuarial staff.
Responsible for correcting plan level and member enrollment audits to ensure data accuracy in cloud-based benefits administration tools. This includes researching root cause issues, working with carriers on eligibility requests, and maintaining detailed documentation.
Provide extensive HR consultation to clients regarding compliance, wage and hour laws, and employee relations. Manage client relationships, conduct HR assessments, and develop training content for webinars.
Own the strategy and performance of the sales technology stack to improve seller effectiveness and productivity. Lead the integration of AI-powered tools and intent data into daily sales workflows while managing vendor relationships and ROI.
Manage and grow a book of retirement plan clients by designing plan structures and building trusted relationships with plan sponsors. Coordinate with internal specialists to deliver consulting services, fiduciary training, and participant education to ensure long-term client retention.
The SDR is responsible for growing the sales funnel by identifying ideal prospects and validating contact data. They will manage CRM hygiene in Zoho CRM and execute multi-channel outreach to book qualified appointments.
Serve as the senior operational lead for strategic accounts with 3,000+ employees, managing complex renewal cycles and funding structures. Lead multi-disciplinary service teams to ensure high-quality delivery and alignment with client business objectives.
The Senior Benefits Consultant is responsible for retaining clients and managing their book of business through strategic benefit design and financial analysis. They oversee plan renewals, ensure service delivery excellence, and maintain strong relationships with carriers and vendors.
Provide expert HR consultation to clients regarding wage and hour laws, leaves of absence, and employee relations. Manage client relationships, track billable work, and develop training content for webinars.
The Benefits Consultant is responsible for retaining clients by overseeing benefit design, financial analysis, and plan renewals. They manage the overall service delivery and communicate industry trends and the company's value proposition to active clients.
The AI Innovation Leader drives the application and adoption of AI within a specific practice by translating business priorities into a use case pipeline. They act as the primary link between the practice and the central AI Product Team to ensure measurable business impact and productivity gains.
The Implementation Specialist will support the new business and renewal process for clients, managing the flow of group business from proposal receipt to carrier finalization. Responsibilities include gathering applications, instructing employers on paperwork, and maintaining communication with clients and carriers.
