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Retirement & Healthcare Plan Relationship Manager
2 months ago
We are currently looking for a **_full-time_** **_Retirement & Healthcare Plan Relationship Manager_**. This new hire may work remotely but must have an active New Jersey Health & Life Insurance License. Working on-site in our Shrewsbury, NJ headquarters at least one day a week would be ideal.
Our employees enjoy a collaborative culture, comprehensive benefits package, and opportunity for growth.
PRIMARY RESPONSIBILITIES
- Maintain and service Multiple Employer Plan (MEP), Pooled Employer Plan (PEP), and Single Employer Plan (SEP) business from assigned existing accounts as well as new ones.
- Gain a comprehensive understanding of each client's business, goals, and employee benefit needs.
- Prepare and present proposals.
- Conduct information gathering meetings with prospects.
- Educate plan sponsors and COIs (centers of influence) of plan sponsor about:
- their fiduciary responsibilities and NPPG's compliance solutions.
- the benefits of NPPG's custom designed retirement plans and fiduciary services.
- Deliver solution-driven presentations to plan sponsors on administrative fiduciary risks.
- Collaborate as needed with other team members to ensure client expectations are being met.
- Develop and cultivate a strong network with recordkeeper wholesalers, business owners, attorneys, accountants, and other centers of influence (COI) associated with NPPG.
- Maintain carrier/recordkeeper relationships, stay informed on new products, and advise clients accordingly.
- Resolve services issues escalated to you by clients or COIs.
- Travel, as needed, to effectively service NPPG clients and promote NPPG services.
- Schedule and attend industry conferences to insure NPPG's presence (These will be determined by management with your input.)
- Identify, attend, and present at professional events, associations, and business networking groups to develop leads, promote NPPG services, and build cross-service opportunities.
**ADDITIONAL RESPONSIBILITIES**
- Manage a small book of health insurance clients which includes:
- receiving, documenting, and responding to employer and member inquiries regarding plan benefits.
- participating in meetings virtually or at client locations, as needed, to support sales, retention, benefit renewal, and/or enrollment.
- coordinating market process for new and renewal group business, for in-house or direct carrier quoting.
- presenting annual group health insurance renewal options.
- educating clients concerning the regulatory environment and assisting them with federal and state law compliance.
- maintaining health and life license, staying current with all regulations, and continually enhancing insurance knowledge.
**REQUIRED QUALIFICATIONS**:
- NJ Life & Health Insurance license
- Minimum 2 years of experience working for a third party administrator (TPA), servicing Multiple Employer Plan (MEP), Pooled Employer Plan (PEP), and/or Single Employer Plan (SEP) clients.
- Experience educating plan sponsors about administrative fiduciary risks.
- Intermediate (or better) Excel and PowerPoint skills.
- Experience building and maintaining relationships with clients, record keepers, and centers of influence.
- Willingness to travel on occasion, to visit clients in person and to attend industry events.
**PREFERRED QUALIFICATIONS**:
- Experience managing group health insurance clients
- Experience collaborating with various health insurance carriers
- Willingness to work on-site in the Shrewsbury, NJ office at least one day per week.
- Bachelor's degree
- NPPG is an equal opportunity employer committed to diversity and inclusion. All qualified applicants_ _will_ _receive_ _consideration_ _for_ _employment_ _without_ _regard_ _to_ _race,_ _color,_ _religion,_ _sex,_ _sexual_ _orientation,_ _gender_ _identity, national origin, disability, status as a protected veteran, or any other protected characteristic as outlined_ _by_ _federal,_ _state,_ _and/or_ _local_ _law._
**_ #LI-REMOTE_
