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Retirement Benefits Coordinator

1 month ago

Troy, Michigan, United States National Financial Partners Corp. Full time

National Financial Partners Corp. is a leading provider of financial solutions and services. We are seeking a highly skilled and detail-oriented individual to join our team as a Retirement Benefits Coordinator.

The ideal candidate will have a strong background in administrative support and client service. Responsibilities will include:

  • Assisting the Benefits and Life Team with administrative tasks and client service
  • Creating and maintaining client files in accordance with office procedures
  • Providing exceptional customer service to clients and insurance company personnel
  • Processing policy service requests, including address changes, beneficiary changes, and premium mode changes
  • Completing policy summaries and annual reviews
  • Performing administrative duties, including scanning and accurately filing materials in client files
  • Answering phones and responding to client inquiries
  • Assisting with special projects and data compilation for quotes

Proficient in Microsoft Office applications and able to work in a fast-paced environment. High school graduate or equivalent, college graduate preferred. Minimum 1 year of related experience and/or training. National Financial Partners Corp. offers a competitive salary, PTO, and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more.