Careers

Client Service Associate

POSITION SUMMARY

The Client Service Associate will be responsible for using available resources appropriately to ensure all aspects of client service are fulfilled accurately and timely while maintaining Bukaty Companies Financial Services and Broker/Dealer compliance standards.

KEY RESPONSIBILITIES AND DUTIES

New Business & Renewal Specialist

POSITION SUMMARY

New Business and Renewal Specialist assists the assigned benefits sales consultants in all aspects of the day-to-day duties associated with generating new and renewal business quotes and presentations for medical, dental, life insurance and other ancillary products. Time management and accuracy is of the utmost importance so you must be able to prioritize. Take polite but assertive attitude with carriers regarding quotes and underwriting status.

ESSENTIAL FUNCTIONS

Wealth Management Advisor

The Wealth Management Advisor position is a commission based sales position. The Advisor will build a book of business by harnessing the power of the BCFS brand. Lead generation comes from conducting individual and group educational meetings for retirement plan clients and through individual networking efforts.

JOB DESCRIPTION

The Wealth Management Advisor identifies and develops prospects for BCFS and converts them to clients.  Conducts educational meetings for the participants of existing retirement plan clients as well as one-on-one meetings.  Invests and manages client portfolios based on the BCFS investment philosophy.  Works in conjunction with service team to provide high level of service, retaining clients and getting client referrals.

TPA Manager

Retirement Plan Administration (RPA) is a division of Bukaty Companies Financial Services, located in Overland Park, Kansas.  RPA specializes in retirement plan administration and is looking for highly motivated, hardworking individual to join our team.

POSITION SUMMARY

Position prepares financial, regulatory, and operational reporting for qualified retirement plans including, but not limited to: trust accounting, compliance testing, 5500 preparation, and preparation of plan documents and amendments. In addition, may calculate employer contributions and forfeiture allocations.

Client Service Specialist

POSITION SUMMARY

The Client Service Specialist assists in all aspects of the day-to-day duties associated with servicing new and existing client accounts. 

ESSENTIAL FUNCTIONS

  • Have knowledge of various insurance carriers and have a general understanding of benefit plans/summary descriptions. (Blue Cross, Coventry, United Health Care, Humana, etc.)

  • Serve as point of contact for group administrators and employees concerning claims, ID cards, benefit questions, prescription and billing issues.