Senior Account Manager | Retirement Plan Administrator

Essential Functions And Primary Duties

• Primary contact for a specified block of business and responsible for overall client satisfaction on the assigned business.
• 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.
• Responds professionally and promptly to Plan sponsors regarding issues or questions.
• Promotes client retention and identifies opportunities to build existing relationships through timely service quality.
• Provides value-add solutions to increase operational efficiencies.
• Collaborates with internal partners to deliver timely and accurate information in response to inquiries and/or service issues.
• Aids in the introduction of new products and services.
• Solves complex situations or requests.
• Creates plan communications focusing on compliance and education.
• Attends client meetings and prepares materials for meetings.
• Achieves service goals established by department.

Preferred Qualifications

• Bachelor's degree

Minimum Qualifications

• High School Diploma or GED
• At least five years of professional, retirement plan administration, and compliance experience
• Advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
• 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
• Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)

Additional Responsibilities As Assigned

• May be required to perform other duties as assigned