**Open to various locations, Central Standard Time Zone preferred.**
Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry. You can learn more about our career paths and support for DEI initiatives here: https://www.assuredpartners.com/Careers.
AssuredPartners is a nationwide insurance brokerage focused on providing clients with best-in-class asset protection and unparalleled service. AssuredPartners Investment Advisors is focused on meeting the retirement plan needs of AssuredPartners’ clients. To help meet the needs of middle market employers, AssuredPartners Investment Advisors is introducing a Pooled Employer Plan and is looking for an experienced professional to support clients through the adoption process. The Transition Specialist will own the adoption process and work directly with five (5) to ten (10) clients at a time to ensure a smooth adoption into the Pooled Employer Plan.
Essential Duties and Responsibilities:
The Transition Specialist will be integral to AssuredPartners Investment Advisors meeting its twin goals of servicing AssuredPartners’ clients retirement plan needs and driving new revenue. Specifically, the Transaction Specialist will own the adoption process for the Pooled Employer and work with clients to:
In addition, the Transition Specialist will
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!