Jeff Carrick

Employee Benefits Account Executive @The Partners Group

Portland, OR, US

A Benefits Account Executive will be assigend a book of corporate accounts and have primary responsibility and direct client contact for his/her assigned accounts with less than 50 or fewer plan participants. For these accounts, the Benefits Account Executive will be the lead on the account providing on-going service; including retention and customer care activities, responding to client/employee inquiries and issues as well as conducting renewal meetings with the client including reviewing the client\'s renewal and renewal options. The Benefits Account Executive will also conduct open enrollment meetings for the cients\' employees, if applicable.

California State University Bakersfield

Marketing/Business Administration

FINRA Registered Representative

Series 63, State Securites Laws

FINRA Registered Representative

Series 6 License, Investments and Securities