Our organization is looking for an individual to assist our plan managers in administering various retirement plan designs for our clients. This person will work mostly with insurance carriers and participants related to transactional work duties. This includes obtaining policy values, updated process instructions from insurance carriers, facilitating form completion and submission, preparing templatized work product for reporting and deliverables, as well as whatever else is needed in support of our plan administration. Your purpose will be to manage the day-to-day deliverables assigned to you, manage the task calendar, provide project support where needed, maintain communication between the team, carriers and participants, and deliver client work in a timely and accurate fashion to meet the strategic client goals for their programs. This includes clear and concise communication, an understanding of carrier form requirements, and basic understanding of life insurance and policy services. This role will be responsible for tracking client-related duties as assigned under the direction of a Plan Manager.