Fringe Benefit Group

Manager

• Manage installation and conversion projects from document collection through first contribution
• Serve as primary contact for clients, advisors, and recordkeeping partners during implementation
• Consult with clients on retirement plan operation and administration solutions
• Coordinate installation calls to review plan setup, document provisions, responsibilities, and deadlines
• Establish new plans and create amendments using Relius and FT William systems
• Review plan document comparison assessments and generate regulatory notices
• Coordinate with distribution partners for notice fulfillment
• Collaborate with compliance, sales, operations, and client services teams
• Handle client amendment requests and document-related special projects
• Communicate missing or incomplete installation paperwork data to Relationship Managers and Sales
• Manage multiple concurrent installation and document projects
• Assist leadership with improving and streamlining installation processes
• Maintain client files and the Plan Document Library
• Participate in continuous improvement of systems, procedures, and service quality
• Develop retirement plan installation expertise and support special projects
• Track and document installation processes using PensionPro
• Confirm plan setup accuracy in internal systems and external platforms
• Document responsibilities, processes, and procedures
• Follow up on outstanding installation and amendment issues
• Desire to manage a small team

Retirement Plan Installation and Document Manager

Account Executive

• The Account Executive is responsible for managing and directing the front-line relationship with clients
• They are responsible for managing the relationship, performing analysis and assessment of the benefit plan
• Recommending strategies, assuring superior service levels and plan effectiveness
• The overall retention of the business, and upsell FBG products where appropriate.
• Respond to client inquiries within 24 hours
• Create and maintain a proactive interaction with clients, brokers, business partners, and vendors
• Evaluate client needs and lead cross-functional teams to design, plan, configure, and implement products and services
• Assist leadership team in guiding and mentoring Account Managers and Account Management Associates
• Analyze and evaluate client's plan performance and seek opportunities to upsell/cross-sell FBG products and services
• Build and maintain a strong understanding of product/service delivery systems and infrastructure
• Schedule and lead client "delivery centered meetings," communicating progress.