Associate Account Manager, Retirement
1 week ago
MJ Retirement is seeking a dedicated and detailed-oriented Client Advocate to collaborate closely with Account Managers and Client Executives in delivering high level service to our clients. This role involves precise attention to detail reviewing contracts for policy accuracy and provide day-to-day support customer support. We are seeking a proactive individual with strong problem-solving skills who can accurately address all clients' needs with effective solutions
Essential Functions Other duties may be assigned to meet business needs.
- Collaborate with the Advisor and Client Executive to service clients
- Partner with Advisors, Client Executives, and Investment team to prepare meeting materials for Advisors and Client Executives
- Oversee the delivery of client reporting materials, client scheduling, and client committee membership
- Assist Advisors and Client Executives in retention of existing clients
- Develop and maintain productive relationships with key personnel at recordkeepers and TPA's; serve as primary internal contact for service needs
- Responsible for the preparation of cost summaries for Account Manager review
- Review and maintain information in client management
- Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
- Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management
- Exceptional written, verbal and interpersonal skills with keen attention to detail; professional presentation
- Strategic thinker with ability to prioritize projects
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands include: sitting, talking, hearing, seeing, standing, walking, stooping, lifting (25 pounds), grasping, reaching, pushing, pulling, repetitive hand and arm motion, and fine finger manipulation in the use of a computer.
Required Education
- Bachelor's degree preferred
- 3+ years experience with account management support or similar role
Please note this job description is designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
-
Associate Account Manager, Retirement
1 week ago
Carmel, United States The MJ Companies Full timeAbout the Job MJ Retirement is seeking a dedicated and detailed-oriented Client Advocate to collaborate closely with Account Managers and Client Executives in delivering high level service to our clients. This role involves precise attention to detail reviewing contracts for policy accuracy and provide day-to-day support customer support. We are seeking a...
-
Client Advocate, Retirement
4 weeks ago
Carmel, Indiana, United States The MJ Companies Full timeAbout the JobMJ Retirement is seeking a dedicated and detail-oriented Client Advocate to collaborate closely with Account Managers and Client Executives in delivering high-level service to our clients. This role involves precise attention to detail reviewing contracts for policy accuracy and providing day-to-day support to customers.Key...
-
Senior Retirement Plan Consultant
3 weeks ago
Carmel, Indiana, United States Shepard Plan Partners Full timeJob DescriptionWe are seeking a highly skilled Senior Retirement Plan Consultant to join our team at Shepherd Plan Partners. This role is critical to our third-party administration services, focusing on compliance for a large Professional Employer Organization (PEO) Multiple Employer Plan (MEP). The ideal candidate will have extensive experience in...
-
Accounting Manager
7 days ago
Carmel, United States Gpac Full timeAccounting ManagerAn award-winning Engineering firm in Indianapolis is looking for an Accounting Manager to join the team. This is a stable 40-year-old award-winning organization providing innovative cutting-edge design solutions nationally and internationally.The Accounting Manager will report directly to the company President, providing support for...
-
Account Sales Manager
3 weeks ago
Carmel, United States Keurig Dr Pepper Inc. Full timeAccount Sales ManagerKeurig Dr Pepper is seeking a highly motivated and results-driven Account Sales Manager to join our team. As a key member of our sales team, you will be responsible for driving sales growth and maximizing brand distribution in assigned territories.Key Responsibilities:Sell Keurig Dr Pepper brands to maximize brand growth, share growth,...
-
Account Sales Manager
2 weeks ago
Carmel, United States Keurig Dr Pepper Inc. Full timeJob Title: Account Sales ManagerJob Summary:We are seeking an experienced Account Sales Manager to join our team at Keurig Dr Pepper Inc. The successful candidate will be responsible for selling Keurig Dr Pepper brands to maximize brand growth, share growth, brand distribution, and to obtain specific volume objectives.Key Responsibilities:Sell Keurig Dr...
-
Community Association Manager
2 months ago
Carmel, United States RENU Property Management Full timePosition OverviewCore Values: Integrity, Innovation, Interdependence. At RENU Property Management, we embody these principles while overseeing the acquisition, renovation, and management of single-family rental properties throughout the United States.Our Mission:We strive to achieve two primary objectives:Facilitate a seamless rental experience for residents...
-
Commercial Lines Insurance Account Manager
3 weeks ago
Carmel, Indiana, United States Hittle Insurance Personal & Business Solutions Full timeJob Title: Commercial Lines Insurance Account ManagerJob Description:At Hittle Insurance Personal & Business Solutions, we are seeking a skilled Commercial Lines Insurance Account Manager to join our team.Key Responsibilities:* Manage a portfolio of commercial clients, addressing their insurance needs* Oversee the processing and administration of insurance...
-
Community Association Manager
4 weeks ago
Carmel, Indiana, United States Associa Full timeJob Title: Community Association ManagerAssocia is seeking a highly skilled Community Association Manager to join our team. As a key member of our management team, you will be responsible for providing exceptional service to our clients and their communities.Key Responsibilities:Manage a portfolio of communities, providing administrative support and ensuring...
-
Accounting Operations Manager
4 weeks ago
Carmel, Indiana, United States OPENLANE Full timeAbout Us:At OPENLANE, we're revolutionizing the wholesale industry with our cutting-edge digital marketplace. Our mission is to make wholesale easy for our customers, empowering them to succeed.Our Values:Driven Innovators: We're passionate about building, creating, and innovating to drive progress.Curious Problem-Solvers: We're driven by curiosity, seeking...
-
Accounting Operations Manager
2 weeks ago
Carmel, Indiana, United States OPENLANE Full timeAbout the Role:We are seeking an experienced Accounting Operations Manager to join our team at OPENLANE. As an Accounting Operations Manager, you will be responsible for upholding timeliness, thoroughness, and accuracy of client and vendor invoices, as well as ensuring that PAR is paid for services provided.Key Responsibilities:Train, mentor, and give...
-
Associate Fund Accountant
3 days ago
Carmel, United States Alter Domus Full timeABOUT US We are Alter Domus. Meaning 'The Other House' in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative,...
-
Accounting Operations Manager
1 week ago
Carmel, United States Openlane Full timeWho We Are:At OPENLANE we make wholesale easy so our customers can be more successful. We're a technology company building the world's most advanced-and uncomplicated-digital marketplace for used vehicles.We're a data company helping customers buy and sell smarter with clear, actionable insights they can understand and use.And we're an innovation company...
-
Accounting Operations Manager
4 weeks ago
Carmel, United States OPENLANE Full timeWho We Are:At OPENLANE we make wholesale easy so our customers can be more successful. We’re a technology company building the world’s most advanced—and uncomplicated—digital marketplace for used vehicles.We’re a data company helping customers buy and sell smarter with clear, actionable insights they can understand and use.And we’re an...
-
Construction Manager
2 weeks ago
Carmel, United States Lennar Homes Full timeConstruction Manager Job DescriptionWe are Lennar Homes, a leading homebuilder dedicated to making an impact and creating an extraordinary experience for our Homeowners, Communities, and Associates. Our mission is to build quality homes and provide exceptional customer service, giving back to the communities in which we work and live in, and fostering a...
-
Insurance Account Manager
2 weeks ago
Carmel, Indiana, United States Hittle Insurance Personal & Business Solutions Full timeJob DescriptionAs a Personal Lines - Insurance Account Manager at Hittle Insurance Personal & Business Solutions, you will be responsible for managing client accounts and providing them with the best personal insurance solutions. This role involves building and maintaining strong relationships with clients, understanding their individual insurance needs and...
-
Senior Account Manager
4 weeks ago
Carmel, Indiana, United States Openlane Full timeAbout the RoleWe are seeking a highly skilled Senior Account Manager to join our team at Openlane. As a key member of our operations team, you will be responsible for maintaining excellent customer service, developing operational knowledge and processes, and identifying issues to facilitate solutions.ResponsibilitiesMaintain strong relationships with...
-
Personal Lines Account Manager
3 weeks ago
Carmel, United States Shepherd Insurance Full timeJob Title: Personal Lines Account ManagerShepherd Insurance is seeking a highly motivated and detail-oriented Personal Lines Account Manager to join our team. As a key member of our account management team, you will be responsible for assisting insurance advisors in handling and processing new and renewal personal lines business.Key Responsibilities:Provide...
-
Commercial Lines Account Manager
3 weeks ago
Carmel, United States APR Full timeJob Title: Commercial Lines Account ExecutiveJob Summary:As a Commercial Lines Account Executive at APR, you will act as a primary agent for Producer assigned accounts, managing a mid-market book of business and leading a dedicated service team to ensure high-quality client management and business growth.Key Responsibilities:Independently manage client...
-
Account Executive
3 weeks ago
Carmel, Indiana, United States enVista Full timeJob Title: Account Executive - Managed ServicesenVista is a leading supply chain and enterprise consulting firm, providing innovative solutions to drive business growth and profitability. We are seeking an experienced Account Executive to join our Managed Services team, responsible for developing and maintaining relationships with clients, consultants,...