Senior Account Manager | Retirement Plan Administrator
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 timely, promoting client retention, and identifying opportunities to build existing relationships through timely service quality. Collaboration with internal partners is key for delivering accurate information and resolving complex situations. The role also involves creating plan communications, attending client meetings, and achieving established service goals.
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
Nice To Haves
- Bachelor's degree
- Qualified Pension Administrator (QPA)
- Qualified 401(K) Administrator (QKA)
- Ability to travel as necessary
Responsibilities
- Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
- Effectively uses 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 prepares materials for meetings
- Achieve service goals established by department
- Additional responsibilities as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
