Account-Manager

Job Description

Job Description Summary
What Will You Do: Provide outstanding customer service in the day to day administration of retirement plans. Responds to inquiries and handles research and resolution of issues. What Will You Learn: Working thru processes and procedures. Looking for efficiencies and working with other groups in all markets.
Job Description

What Success Looks Like:

• Support the daily administration of retirement plans.
• Coordinate with the manager to research issues and negotiate problem resolution.
• Develop and foster relationships with clients and internal partners.
• Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
• Identify areas for improvement and make recommendations to management.
• Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.

What You Need?

• Bachelor’s degree in a business-related field or equivalent education/experience.
• Two years of retirement industry experience.
• Excellent communication and customer service skills.
• Knowledge of record keeping, outsourcing and processing capabilities.
• Proficiency using MS Office tools, including Excel.