Vice President, Retirement Plan Services

2 days ago

Tampa FL United States USI Insurance Services Full time

General Description:

Consult with USI employee benefit and property & casualty clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform. Responsible for overall relationship management with a focus on client satisfaction and retention. Consult with clients on plan design, provider capabilities, fees, compliance, and product developments.


Responsibilities:

  • Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
  • Administer multiple facets of the sales process. Includes phone calls, coordinating meetings, creating presentations and support materials, and completing follow-up tasks.
  • Acquire provider proposals by gathering plan data and other required information.
  • Perform analytical review of current plan documents and proposals. Includes pricing and product service capabilities and collaborating with department leaders on final presentations.
  • Work with product providers and internal service teams to ensure accurate implementation of retirement plan business.
  • Conduct annual plan health reviews and coordinate employee education meetings.
  • Work with product providers to implement any necessary plan or service modifications.
  • Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.
  • Measure service quality and ensure that client deliverables are met on an ongoing basis.
  • Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes.

Knowledge, Skills and Abilities:

  • 5 years + experience in a retirement sales capacity.
  • Bachelor’s degree or equivalent combination of education and experience.
  • SIE, Series 6, 63 & 65 or Series 7 & 66 and State life license required or willingness to obtain
  • State Insurance License required or willing to obtain.
  • Comprehensive knowledge of 401(k) DC plans.
  • Excellent verbal, written, and interpersonal communication skills.
  • Working knowledge of Microsoft Office suite of products.
  • Strong organizational skills and attention to detail.
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