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Senior Retirement Client Relationship Manager

2 months ago

Knoxville, Tennessee, United States USI Holdings Corporation Full time
Job Summary

We are seeking a highly skilled and experienced Senior Retirement Client Relationship Manager to join our team at USI Holdings Corporation. As a key member of our client service team, you will be responsible for managing complex retirement plans and providing exceptional service to our clients.

Key Responsibilities
  • Manage service quality and retention of assigned clients, ensuring timely delivery of services and meeting client expectations.
  • Coordinate delivery of periodic plan Investment Reviews, performing quality control checks and implementing client investment fund changes.
  • Develop and deliver education campaigns for assigned clients, promoting plan participation and demonstrating employee values.
  • Ensure required fee disclosures are accurately prepared and delivered to clients in accordance with industry regulations.
  • Participate in the pricing, documentation, and completion of special projects, including preparation and proper filing of Supplemental Service Agreements.
  • Deliver plan-level revenue and expense analyses, providing insights to clients and stakeholders.
  • Collaborate with internal departments to service clients and identify cross-sell opportunities.
  • Work with the Legal team to ensure assigned plans comply with IRS/DOL regulations.
  • Build and maintain positive team morale to assist with employee retention.
Requirements
  • 10+ years of retirement or related business experience.
  • Bachelor's degree in Actuarial Science, Accounting, Business, Finance, or Human Resources.
  • Strong knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.
  • Uniform Investment Adviser Law (Series 65 and 6) preferred.
  • Excellent customer service skills, with the ability to build relationships with clients and partners.
  • Problem-solving ability, detail-oriented, and strong organizational skills.
  • Excellent verbal, written, and interpersonal communication skills.
  • Ability to work in a team environment and adapt to new or changing circumstances.
About USI Holdings Corporation

USI Holdings Corporation is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare, and financial benefits, including medical, wellness, dental, and vision, 401(k), flexible spending, and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs.