Manager - Retirement Services
About The Position
This position is responsible for development, communication, and service needs for our Clients, and for retaining high-touch, complex accounts through robust relationship management. Our team prides itself on enabling each team member to grow and advance in their role and within the organization. Our team also encourages and supports each team member to get involved in corporate and community initiatives unrelated to the role itself. Working in this role means working in a fast-paced environment and collaborating with the team to provide unique and tailored solutions for our client’s retirement plan offering. We pride ourselves on our flexibility and ability to customize everything we do for our clients. Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients so they can focus on building success.
Requirements
- Deliver best in class client service
- Elevate the end-to-end client experience
- Be a master collaborator
- Keep your finger on the pulse of the retirement industry
Responsibilities
- Independently manage a minimum of fifty (50) accounts.
- Anticipate client needs.
- Drive retention and identify opportunities for up-sell.
- Build strong relationships with primary client contacts.
- Ensure day-to-day needs are met.
- Prepare and conduct regular plan reviews with clients.
- Partner with producer to define agendas; coordinate required materials.
- Take ownership for accuracy and completeness of overall client documentation (e.g., meeting minutes, amendments, etc).
- Ensure timeliness of documentation.
- Lead client presentations, understanding the various buyers and personalities in the room to lead the discussion productively, flexing as needed.
- Manage client project plans and lead client calls.
- Coordinate vendor, internal, and client resources to ensure successful operation of retirement plans, including plan amendments, plan operations, and compliance tasks.
- Take ownership of situation and exercise discretion in determining the appropriate escalation protocol.
- Collaborate cross functionally to ensure successful execution of client deliverables and target Service Level Agreements (SLAs).
- Be a team player and contribute to a culture of growth.
- Proactively identify challenges and opportunities for improvement.
- Develop and implement strategies to optimize team performance and achieve client success.
- Collaborate with other Account Executives on improvements to elevate clients' experience.
- Share best practices and ways to contribute to team success.
- Work with vendors to stay current and strategic regarding services, pricing, capabilities, etc.
- Other duties and/or responsibilities may be assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
