Retirement Services Account Manager

4 weeks ago


White Plains, New York, United States AssuredPartners Full time

The Retirement Services Account Manager role requires management of a large book of business, more than 5 years of experience in an Retirement Services Account Manager role, and advanced designations.

The position requires a significant degree of independent judgment and discretion in order to meet those service levels.

The Retirement Services Account Manager is also responsible for developing and maintaining relationships with other internal and external business partners.

Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field

Key responsibilities include:

  • Strategic management of assigned book in conjunction with Producer to understand client's business and assist in developing retirement programs and initiatives that support the client's goals and objectives;
  • Delivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate;
  • Identifies opportunities for adding other lines of coverage or services;
  • Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary;
  • Acts as project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications;
  • Ensures accuracy of all agency management systems information for marketing, benchmarking, and other purposes;
  • Updates on-going activity in agency management systems;

We offer a comprehensive benefits package, including:

  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days;
  • 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options;

We're passionate about fueling our clients' innovation and growth, and we're looking for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.

We're 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.



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