JOB DESCRIPTION
The Healthcare Association of New York State (HANYS) is seeking a Manager,
Client Relationship Management within its subsidiary company, TruePlan Benefit
and Retirement Advisors (TruePlan). TruePlan is an industry leader in employee
benefits and retirement plan consulting. TruePlan delivers tangible business
results to finance and human resource leaders, enabling them to enhance plan
offerings while remaining competitive and reducing overall plan costs. Reporting
to the Vice President, Retirement Plan Services, this position will be
responsible for managing all aspects of the client relationship.
While the incumbent will be expected to travel throughout Western NY and to our
office in Rensselaer, NY on a regular basis, a remote working environment may be
considered within New York State. The salary for this position is between
$99,000 and $103,000 annually in addition to an annual incentive of up to 10%
based on certain performance metrics. Payrate offered will be based on the
successful candidate’s relevant experience, knowledge, skills, and abilities and
in consideration of internal equity.
Key responsibilities include but are not limited to:
Maintain a strong and trusting relationship with clients to ensure we provide
superior customer service.
Ensure client satisfaction through periodic client meetings and discussions
covering service levels, plan utilization, product offerings and plan design.
Manages request for proposal (RFP) and request for information (RFI)
processes for existing clients.
Coordinates all transition activities with client, selected vendor, and other
staff to assure a smooth and efficient transition for newly acquired clients.
In coordination with client, develops annual communication and education
plans to achieve overall retirement plan goals of participation and
retirement readiness.
Ensure clients have necessary, efficient and effective administrative
procedures.
Updates clients about legal and regulatory changes relating to retirement
programs and coordinates all activity related to incorporating these changes
into the client’s program.
Directly and/or in partnership with Consulting Executive, work directly with
client’s attorney and our legal resources to gather necessary information to
fully understand and communicate the client’s compliance requirements.
Educates senior management on plan design, operation, and overall plan
effectiveness in meeting organizational goals.
Prepares and conducts formal periodic plan review meetings with appropriate
committee or other personnel as determined by the client to ensure
appropriate compliance, oversight and governance requirements are met.
Resolves administrative problems arising between and among participants
and/or vendors.
Assist in individual employee enrollment activity, when necessary.
Assists in sales presentations with sales & marketing team, as necessary.
Attends various outside training activities to assure knowledge of the
retirement plan industry trends and regulatory changes are current.
Reviews and is familiar with the firm’s compliance manuals and complies with
all required procedures.
Maintains licenses in a current and proper status through continuing
education training courses, seminars, and conferences, as scheduled, to meet
FINRA, SEC, and NYS Insurance Department requirements.
Engage clients in discussions on their business needs and related activity in
order to determine if other TruePlan products and services may be appropriate
and then make proper referrals to TruePlan sales staff.
Performs other duties as assigned.
Qualifications:
Associate’s degree plus three to five years of related experience required
(bachelor’s degree is preferred). Seven years of related product or client
experience may substitute for education requirement. An equivalent
combination of education and experience sufficient to satisfactorily perform
the duties of the job may be substituted.
High standards of professionalism.
New York State Life, Accident and Health license required or obtained within
6 months post hire.
Series 7 and 66, or Series 6, 63 and 65 required or obtained within 6 months
post hire.
Must have the ability and confidence to present, work, and build
relationships with senior level staff and be able to provide consultative
value to client from a global and strategic perspective.
Must have working knowledge of and remain current in regulations governing
various types of retirement plans, including 403(b), 401(k), and
non-qualified plans.
Must be proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint).
Must be a self-starter who is motivated, enthusiastic, and has exceptional
human relations and long-term relationship building skills.
Must possess excellent communication skills and be comfortable presenting to
Boards of Directors and C-suite individuals.
Must possess excellent attention to detail, project management and
organizational skills. Must be able to prioritize duties and act
independently.
Travel within assigned territory to meet clients, typically several times per
month.