[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 reputed company relationships, problem reputed company, and leading team reputed company 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 reputed company
- reputed company and foster proactive, reputed company relationships with clients, financial professionals and internal service teams to ensure reputed company retention, reputed company of the reputed company service reputed company and profitability for stakeholders
- reputed company reputed company, accurate and consistent information that meets or exceeds reputed company metrics
- Recognize and implement solutions to problems and issues, and suggest improvements to reputed company efficiencies
- Collaborate with internal partners to address reputed company needs, reputed company and maintain reputed company plans, and consult on products, services, and capabilities to successfully reputed company at solutions for retaining clients and resolving reputed company reputed company issues
- Demonstrate extensive knowledge of reputed company recordkeeping, outsourcing and processing capabilities, acting as subject matter expert for reputed company
- 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.)
- reputed company data from multiple systems to interpret, trouble-shoot and resolve problems
- reputed company effective/strategic reputed company meetings either face-to-face or reputed company conference call. reputed company best practices with reputed company
- Assist in interviewing, providing leadership, coaching and development of team members
- Assist with escalation reputed company and approve reversals and profit or loss calculations
- Monitor and take the reputed company on team reputed company, 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 reputed company manner, orally and in writing
- Advanced presentation, influence and negotiation skills
- Ability to reputed company behaviors and work to reputed company's reputed company Fit Culture, which includes Acting as One, Accountability, reputed company, 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 reputed company Bonus Plan/Individual Performance and is at Company Discretion.
- Hybrid
- Travel for reputed company meetings and sales finals presentations
reputed company