Client Relationship Manager

2 days ago

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

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

Key Responsibilities
  • Manage service quality and retention of assigned client book of business, utilizing various USIGC services.
  • Establish client expectations and adjust as needed, ensuring seamless communication and collaboration.
  • Coordinate education campaigns for assigned clients, promoting plan participation and demonstrating employee value.
  • Assist with coordination of conference logistics, including managing the conference table and responding to product questions.
  • Serve as lead in the establishment of new assigned clients and new business implementation for retirement plans.
  • Manage conversion of assigned new business following department protocols, leading transition meetings and conference calls for clients and related entities.
  • Research and gather required information on prospective clients in preparation for finalist meetings, participating in meetings and delivering website demonstrations to prospects and clients.
  • Track progress on projects to ensure timely completion of all deliverables.
  • Coordinate timely preparation and execution of required plan documentation, including USICG, USI Securities, USI Investment Advisors, and the Plan's trustee/custodian.
  • Work with USIGC Marketing team to develop client-specific materials, including flyers, brochures, and announcements.
  • Manage client-related travel to control and report expenses, effectively utilizing company resources per company policy.
  • Consult with clients on financial and operational performance of their plans, working with the Investment Advisory team to recommend improvements or alternatives when appropriate.
  • Participate in the documentation and completion of special projects for the clients.
Requirements
  • 3+ years of business experience, with retirement consulting experience preferred.
  • Bachelor's degree in actuarial science, accounting, business, finance, or human resources.
  • FINRA Series 65 and 6 preferred.
  • Business travel to client meetings required.
  • Strong technical ability with Microsoft Office products, including Excel, Word, and PowerPoint.
  • Strong organizational skills and ability to multi-task.
  • Strong verbal, written, and interpersonal communication skills.
  • Ability to meet all client deliverables requiring extended working hours during certain periods.
  • Ability to demonstrate general business acumen.
  • Ability to work collaboratively in a busy, team environment.
  • Ability to creatively and proactively problem solve, adhering to all regulatory requirements.
Benefits

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.

We also offer a generous paid time off policy, paid family leave benefit, and paid holiday time.

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