Engage with brokers to enhance relationships, provide strategic insights, and resolve service issues. Manage client cases, ensure accurate processing, and mentor team members while staying updated on industry trends and regulatory requirements.

Champion complex employee benefit accounts, providing consultative support and leading service delivery. Drive client renewals and compliance education while coordinating resources for optimal client experiences.

Lead the delivery of ERISA compliance services for retirement plans, advising clients on regulatory matters, plan design, and fiduciary responsibilities while managing a dynamic Legal Team and supporting business development efforts.

Lead comprehensive management of broker operations, cultivating relationships and enhancing service quality while ensuring operational efficiency and achieving corporate objectives with your team.

Lead client relationship initiatives to drive sales, retention, and growth. Manage a dedicated team to enhance profitability while providing exceptional support and solutions, ensuring satisfaction and organic expansion within the client base.