Retirement Services Account Manager - Remote

White Plains, New York
Not Specified
May 22, 2024
Jul 21, 2024
Job Type
Not Specified
Career Level
Not Specified

The Retirement Services Account Manager role requires management of a large book of business, more than 5 years of experience in an Retirement Services Account Manager role, and advanced designations. The Retirement Services Account Manager will provide a high level of investment support and customer service to clients within the group 401k and retirement space. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. The Retirement Services Account Manager is also responsible for developing and maintaining relationships with other internal and external business partners.

As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in continuing to grow their career in the insurance industry. Opportunity awaits you with us!

Why This Role?

  • Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field
  • Opportunity to work fully remote
  • Provide mentorship and leadership to other team members, contributing to the growth and development of books of business
  • Opportunity for upward mobility and advancement opportunities across AssuredPartners!
What You'll Do

  • Strategic management of assigned book in conjunction with Producer to understand client's business and assist in developing retirement programs and initiatives that support the client's goals and objectives; Coordinates and ensures a smooth transition process for new customers
  • Developing, leading, and maintaining strong client relationships while demonstrating ultimate ownership and accountability for the relationship.
  • Delivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate
  • Identifies opportunities for adding other lines of coverage or services
  • Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary
  • Acts as project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications
  • Coordinates detailed plans and preparations for client meetings
  • Coordinates and actively facilitating Investment Review and Annual Plan Review meetings
  • Responsible for analyzing investment architecture and providing appropriate alternatives
  • Ensures accuracy of all agency management systems information for marketing, benchmarking, and other purposes
  • Updates on-going activity in agency management systems
  • Maintains relationships with internal and external business partners and carriers
  • Supervisory duties may be assigned.
  • Other duties as assigned
What's in it For You?

To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people:

  • Competitive base salary range of $90,000-$110,000.
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
  • Company match 401(k) plan – 50% up to 6%!
  • Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists
  • Pet benefits & discounts
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
What You'll Need

  • Bachelor's degree preferred; or 5+ years of related experience and/or training; or equivalent combination of education and experience
  • Series 65 license or Series 66
  • Retirement Plan recordkeeping and administration experience
  • Tech savvy: ability to learn multiple systems
  • Intermediate skills in Microsoft Office products
  • Excellent verbal and written communication skill
  • Effective presentation skills, influence, and negotiation skills
Grow, with us

AssuredPartners is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

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!

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