Owen & Associates

Consultant

• Serve as a primary contact for assigned Group Benefits and Retirement clients
• Support plan renewals, implementations, and ongoing client service activities
• Analyze plan data and prepare reports, presentations, and recommendations
• Lead employee education sessions and contribute to client meetings and reviews
• Maintain accurate client records and documentation
• Build relationships with clients, carriers, and internal stakeholders
• Stay current on industry trends, products, and regulations
• Contribute ideas that improve client experience, efficiency, and team success
• Work alongside Consultants and industry partners
• Support organizations with employee benefits, retirement solutions, and plan administration

Associate Consultant