Retirement Plan Services Manager

2 weeks ago


Des Moines, Iowa, United States USI Insurance Services Full time

Job Summary

We are seeking a highly skilled and experienced professional to join our team as a Retirement Plan Services Manager. In this role, you will be responsible for consulting with our clients to convert their current Defined Contribution (DC) plans to a USI Insurance Services preferred service platform.

Key Responsibilities

  • Lead new business expansion by identifying profitable cross-sell opportunities and developing relationships with USI producers
  • Administer multiple facets of the sales process, including phone calls, coordinating meetings, creating presentations, 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, including pricing and product service capabilities
  • 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
  • Manage and retain assigned book of business, including responding to client inquiries regarding plan questions and vendor services
  • Measure service quality and ensure that client deliverables are met on an ongoing basis

Requirements

  • 5+ years of 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 willingness 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

About USI Insurance Services

USI Insurance Services is a leading insurance brokerage and consulting firm dedicated to providing innovative solutions to our clients. We are committed to delivering exceptional service and expertise to help our clients achieve their goals.



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