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Insurance sales coordinator

5 sales coordinator jobs found

PF
Dec 19, 2025  
Business Partner Liaison
What You'll Do: As a Business Partner Liaison , you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit, and financial education to employees. The role of Business Partner Liaison is designed to onboard and support integration, manage ongoing relationships with the PEPS (Participant Planning and Education Services) team and provide an organized strategic and tactical approach to retaining relationships. Business Processing and Onboarding: Serve as primary point of contact for business processing activities. Develop and implement efficient processing workflows. Ensure accurate and timely completion of all business transactions. Monitor and track processing metrics. Maintain documentation in CRM and compliance standards. Relationship Management: Build and maintain strong relationships with key stakeholders. Provide regular updates and communication to partners....
Principal Financial Group Des Moines, IA, USA
PF
Dec 19, 2025  
Defined Benefit Transition Manager
What You'll Do: As a Defined Benefit Transition Manager , you will coordinate the termination process of defined benefit plans and other deconversion services, such as contract terminations, with retirement plan sponsors. Develop strong client relationships through effective communication and delivery of expectations. Ensure that regulatory deadlines are met by client and recognize and research unusual and complex situations on behalf of clients. Assist with contributing to a high-performing team centered around innovation, process improvement, and collaboration.   Utilizing project management methodology, serve as the main point of contact for client interaction through various deconversion processes, including plan terminations and contract terminations. Implement a deconversion project plan and execute it to successful completion. Provide prompt and accurate technical, statutory, and regulatory information to customers to ensure a smooth termination process. Lead...
Principal Financial Group Des Moines, IA, USA
PF
Dec 11, 2025  
Analyst, Investment Solutions
What You'll Do: We’re looking for an Analyst, Investment Solutions to join our team! In this role, you'll be responsible for providing operational investment support to Client Portfolio Managers that provide Outsourced Chief Investment Officer (OCIO) solutions to clients.   Responsibilities Include:   Implement Asset Allocation Changes: Execute ad-hoc allocation adjustments for OCIO clients, including updating internal systems and CRM, rebalancing portfolios, allocating new deposits, and preparing client communication. Calculate and Review Returns: Compute plan rates of return for client reports and perform initial accuracy checks before distribution. Manage OCIO Revenue: Partner with Finance to calculate and collect quarterly fees, review invoices, process payments, and resolve billing issues. Client Onboarding & Termination: Update internal systems and coding for new and terminating clients, ensure accurate fee calculations, and coordinate final...
Principal Financial Group Des Moines, IA, USA
Sa
Dec 11, 2025  
Finance Manager
Position Overview: Now Hiring! Finance Manager Location: Sterling, VA - Onsite Salary: $95k - $105k/yr   Job Summary: Sight & Sound Systems, Inc. (SASSI) is seeking a Finance Manager who will oversee the daily financial operations of the company, including Accounts Payable, Accounts Receivable, month-end close, vendor management, and cross-department coordination. This role is ideal for someone who thrives in a structured environment, loves clean financial workflows, and has the discipline to keep the company’s financial engine running smoothly. This person will head the finance team which includes ensuring the following: Accuracy in AP/AR, clear documentation, predictable reporting, and ensuring all departments follow proper financial processes.     Benefits : Health, Dental and Vision insurance 401K plan with employer matching Life Insurance Paid Time Off Paid Holidays Employee Rewards Program Employee Discounts Professional...
Sight and Sound Systems Washington, DC, USA
SC
Dec 11, 2025  
Vice President of Financial Operations
About Signature : Signature HealthCARE is a family-based healthcare company offering integrated services across multiple states. Our continuum of care includes skilled nursing, rehabilitation, assisted and memory care, and home-based services supported by innovative technologies like telehealth and Care.ai-enabled solutions. We are committed to advancing person-directed care and quality outcomes. Many of our facilities continue to receive high performance ratings and accreditations. As an award-winning organization recognized over the years by national outlets such as U.S. News & World Report , we take pride in fostering compassionate care environments and being an employer of choice in the healthcare industry. Overview: Come be a part of the Revolution! Prefer Skilled Nursing & Skilled Rehab Experience Multi-site coverage needed Must work at Corporate Office based in Louisville, KY How you Will make a Difference: Direct, oversee, and...
Signature Consulting Services LLC Louisville, KY, USA
 
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