Senior Account Manager | Retirement Plan Administrator

CBIZ•North Canton, OH

13h•Hybrid

About The Position

This role serves as the primary contact for a specified block of business, responsible for overall client satisfaction. The Senior Account Manager will effectively use available resources to resolve a variety of client issues, including inquiries on compliance, tax reporting, audits, re-pricing of contracts, and IRS guidelines. The position requires responding to Plan sponsors professionally and in a timely manner, promoting client retention, and identifying opportunities to build existing relationships through timely service quality. The role also involves providing value-add solutions to increase operational efficiencies, collaborating with internal partners, assisting with the introduction of new products and services, and resolving complex situations. Additionally, the Senior Account Manager will create plan communications focusing on compliance and education, attend client meetings and prepare materials, and achieve established department service goals. Additional responsibilities may be assigned.

Requirements

High School Diploma or GED
At least five years of professional, retirement plan administration, and compliance experience
Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
Possesses expert knowledge of pertinent laws, regulations, and professional standards
Expert use of applicable technology
Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
Experience performing work that requires initiative and leadership skills
Experience in coaching and teaching others
Ability to anticipate and elicit customer needs
Ability to self-learn and develop business and technical knowledge quickly
Motivated team player with demonstrated interpersonal skills
Comfortable working with quick turnaround times and deadlines
Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
Ability to travel as necessary

Nice To Haves

Bachelor's degree
Qualified Pension Administrator (QPA)
Qualified 401(K) Administrator (QKA)

Responsibilities

Serve as the primary contact for a specified block of business and be responsible for overall client satisfaction.
Effectively use available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting, audits, re-pricing of contracts, and IRS guidelines.
Respond to Plan sponsors in a professional and timely manner concerning issues or questions.
Promote client retention and identify opportunities to build existing relationships through timely service quality.
Provide value-add solutions to increase operational efficiencies.
Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues.
Assist with the introduction of new products and services.
Resolve complex situations or requests.
Create plan communications focusing on compliance and education.
Attend client meetings and prepare materials for meetings.
Achieve service goals established by department.
Perform additional responsibilities as assigned.