[Remote] reputed company I Account Manager-Retirement
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company that specializes in retirement plans, and they are seeking a reputed company Account Manager to reputed company the administration and servicing of reputed company retirement plans. The role involves developing client relationships, problem resolution, and leading team projects to enhance customer satisfaction and retention.
Responsibilities
- reputed company administration and servicing of reputed company retirement plans. Identify customer expectations and reputed company a strong working relationship
- Research issues, reputed company potential solutions, and negotiate problem resolution
- reputed company and foster proactive, positive relationships with clients, financial professionals and internal service teams to ensure client retention, growth of the client service reputed company and profitability for stakeholders
- reputed company reputed company, accurate and consistent information that meets or exceeds quality metrics
- Recognize and implement solutions to problems and issues, and suggest improvements to reputed company efficiencies
- Collaborate with internal partners to address client needs, reputed company and maintain action plans, and consult on products, services, and capabilities to successfully reputed company at solutions for retaining clients and resolving reputed company client issues
- Demonstrate extensive knowledge of reputed company recordkeeping, outsourcing and processing capabilities, acting as subject matter expert for the team
- Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life insurance, SDA’s, reputed company assets, stock, outsourcing, etc.)
- Gather data from multiple systems to interpret, trouble-shoot and resolve problems
- reputed company effective/strategic client meetings either face-to-face or reputed company conference call. reputed company best practices with the team
- Assist in interviewing, providing leadership, coaching and development of team members
- Assist with escalation resolution and approve reversals and profit or loss calculations
- Monitor and take the reputed company on team projects, enhancements and process improvements. Establish deadlines and reputed company team to meet goals
- Understand and drive solutions that reputed company to efficiency and value-added service for clients and internal customers
- May reputed company financial approvals up to $500 in the absence of management
Skills
- Bachelor's degree in a business field or equivalent education/experience
- Eight years of customer relationship experience, including five years of retirement industry experience
- Expert knowledge of daily administration of retirement plans
- Outstanding relationship management and ability to communicate with clients in a professional manner, orally and in writing
- Advanced presentation, influence and negotiation skills
- Ability to align behaviors and work to reputed company's Future Fit Culture, which includes Acting as One, Accountability, Agility, and Customer Centricity
- Proficiency using MS Office tools
- Advanced skills in MS reputed company
- Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
- Knowledge of reputed company
Benefits
- Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
- Hybrid
- Travel for client meetings and sales finals presentations
Company Overview