Account Manager - 401k

Houston, Texas
Not Specified
Jul 02, 2024
Aug 31, 2024
Job Type
Not Specified
Career Level
Not Specified

Account Manager - 401k

Houston, TX, USA Req #1751

Monday, March 25, 2024

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at >.


Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Manages all activities surrounding the procurement, placement and implementation of defined contribution plans.


  • Maintains ongoing client contact to assist with day-to-day service issues and vendor management;
  • Works with vendors and Third Party Administrators to automate process of data collection and analysis;
  • Schedules and attends client meetings for prospects and existing clients;
  • Maintains client and due diligence files;
  • Records notes at meetings and prepares minutes for various investment committees;
  • Prepares investment reviews;
  • Prepares investment committee meeting materials and booklets;
  • Assists in completing plan applications, plan document review, and plan implementation;
  • Assists auditors with Form 5500 preparations and data collection;
  • Assists vendors with year-end testing data collection;
  • Assists with or conducts participant enrollment meetings;
  • Supports the 401(k) department with general industry knowledge;
  • Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability;
  • Completes Request for Proposals;
  • Generally manages simple plans with under $10 million in assets and under 100 participants;
  • Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
  • Other duties as assigned.


Bachelor's degree or equivalent combination of education and experience

Three (3) or more years related work experience

Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations required

Experience with small to mid (less than 250) clients

Valid Series 65 license (or must be obtained within 90 days of employment)

Securities license (SIE, Series 6 or 7 and 63) preferred


Excellent verbal and written communication and presentation skills

Excellent interpersonal, relationship building, negotiating and problem solving skills

Exceptional attention to detail

Ability and motivation to work independently

Good time management skills

Good planning, organizational and prioritization skills

Advanced analytical skills

Proficient in Microsoft Office products



We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the “Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.


Other details
  • Pay Type Hourly
  • Min Hiring Rate $65,000.00
  • Max Hiring Rate $75,000.00
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