- Raymond James Financial, Inc. (St. Petersburg, FL)
- …resource for internal and external associates with respect to IRAs and other retirement plan issues + Keeps current on legislative and regulatory changes ... and offsite training activities to help drive high quality service and performance + Prepares training materials, or assists...impact the end-clients + Providing support and guidance for retirement plan efforts + Reviewing materials for… more
- Publix (Lakeland, FL)
- …beneficiary claims for PROFIT Plan distributions, + Providing premier customer service to lobby visitors who are contemplating retirement and/or needing ... **33789BR** **Position Title:** PROFIT Plan Claims Processing Specialist, Retirement -...years of claims processing experience, or 4 years customer service experience in retirement related field +… more
- Bristol Myers Squibb (Tampa, FL)
- …operational and systems issues. + Documents and deploys processes for savings and retirement plan operations and service support, with process improvement ... Professional with a focus on 401(k) savings and retirement plan management. This position will play...role will partner closely with Total Rewards Strategy and Service Delivery Management Partners, People Services Capability… more
- Lincoln Financial (Tallahassee, FL)
- …excited to bring on a ** Retirement Call Center Manager** to support the Retirement Plan Services organization in a work from home environment. ... to financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of… more
- Wolters Kluwer (Tallahassee, FL)
- …Remote US locations **OVERVIEW** You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ... ftwilliam.com Managed Services /Business Process Outsourcing (BPO) sales within your territory. You...of new opportunities + Develop an understanding of the retirement plan administration market, our customers (TPAs,… more
- Lincoln Financial (Tallahassee, FL)
- …to financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of ... * Collaborate with senior leadership to develop and refine strategy and plan design for agents; aligning with business objectives. Company Owned Life Insurance… more
- USAA (Tampa, FL)
- …strategies and understand the steps in creating an effective retirement income plan . + Recommends relevant financial product and services and refers for ... events and understands the role of annuities in a retirement income plan . Documents relevant information as...plan , as well as USAA's financial products and services . + Integrate risk management tools, products, and strategies… more
- General Motors (Tallahassee, FL)
- … data and recommendation of future strategic initiatives for financial wellness and retirement readiness + Strategic plan benchmarking studies + Development of ... the annual retirement and savings plan design and recommendations + Develop, bargain and implement...best practices for all administration duties. + Interact with service providers to proactively identify problems and issues and… more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …plan you will not be eligible for renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for ... Benefits + Questions Description This position in the Development Services Section of the Department of Community Development will...* Florida Retirement System (FRS) * Two Retirement Plan Options: 1) FRS Pension … more
- Lee County Board of County Commissioners (Fort Myers, FL)
- …plan you will not be eligible for renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for ... join the Department of Community Development in the Development Services section. This position is responsible for analyzing and...* Florida Retirement System (FRS) * Two Retirement Plan Options: 1) FRS Pension … more