Serves as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans. Acts as liaison between plan sponsors and various internal groups. Promotes customer satisfaction through effective service delivery. Ensures prompt and effective response to all plan sponsor inquiries. Responds to plan sponsor's requests on a variety of issues, including plan amendments. Demonstrates a full understanding of the plan sponsor and their plan, the administration of the plan, the client's sensitivities, needs, and objectives. Understands the product, systems, and applicable IRS and DOL regulations. Assists with compliance testing.
May also provide case resolution services such as review, investigate, analyze and recommend resolution to complex service inquires including customer complaints in accordance with regulatory agency (SEC, NASD, and State Insurance Dept.) guidelines, legal requirements as required. Communicate with clients, management, and legal counsel on potentially litigious situations.
ASPPA Retirement Plan Fundamentals coursework preferred.
College graduate (Bachelor's degree) or equivalent combination of education and work experience.
Strong background in 401K plan service or administration required.
Strong analytical and organizational skills with attention to detail.
Good communicator with effective professional presence and interpersonal skills.
Ability to perform under pressure and under tight deadlines.
Able to work independently.
Ability to manage multiple assignments effectively.
Working knowledge and experience with Word, Excel, Access and software systems.
Maintain a positive, problem-solving approach and spirit of cooperation in a team environment.
Strong decision making and problem solving skills
ASPPA Retirement Plan Fundamentals required within 6 months
NOTE: AXA participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmarks of our proud heritage is providing world-class customer service.
We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA family.