Retirement Administration Manager

1 month ago

Austin, Texas, United States AssuredPartners Full time
Job Title: Manager of Retirement Administration

Overview:

AssuredPartners is seeking a highly skilled Manager of Retirement Administration to join our team. This role is responsible for driving exceptional administrative support for clients' retirement offerings, including account management, team member management, and sales process implementation. The department provides comprehensive support to clients regarding all aspects of their retirement programs, including plan implementation, compliance reporting, and vendor management.

Key Responsibilities:

  • Manage the implementation of new retirement groups from post-sale to inception.
  • Provide oversight of the Retirement Services Account Managers and be responsible for their performance and development.
  • Manage the day-to-day operations of the retirement department.
  • Review action plans and establish performance goals for the sales team.
  • Hire, train, support, track sales performance, provide performance feedback, counsel for improved performance, motivate, and recognize employees, and escalate employee issues to the manager and/or Human Resources.
  • Partner with the Account Management team and other internal departments to provide consistent marketing and customer service to existing clients.
  • Monitor and facilitate client distribution requests for applicable clients that have 3/16 services.
  • Represent the company at trade associations, conferences, and tradeshows to network and promote products.
  • Required to pass all applicable trainings specific to HIPAA and any other company required trainings.
  • Follow the company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls, and HIPAA Privacy and Security regulations.
  • Complete special projects and other duties as assigned.

Requirements:

  • Minimum of 5+ years of experience in the employee benefits/retirement industry required.
  • Bachelor's degree in business, marketing, engineering, or equivalent education and experience required.
  • 5 years of management experience.
  • Ability to handle multiple projects and implementations with varying deliverables.
  • Excellent organizational skills and the ability to effectively prioritize in a busy work environment.
  • Proven leadership skills and the ability to drive retirement teams.
  • Thorough knowledge of Employee Retirement Income Security Act (ERISA) law required.
  • Expert computer skills with Microsoft Office (Word, Excel, Outlook, and PowerPoint) and the Internet.

What's in it for you:

At AssuredPartners, we offer a competitive base salary, a generous 30+ days comprehensive paid time off package, health benefit options, a company match 401(k) plan, support for your fitness and wellness goals, and access to our Employee-led Resource Groups (ERGs). We are passionate about fueling our clients' innovation and growth, and we are committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives, and contributions of all team members.

Grow with us:

AssuredPartners is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best-in-class customized solutions and service you can trust. We are proud to be one of the largest brokers in the country, but we are even prouder of the honest, caring relationships that our employees build with our clients every day.

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