Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services is one of the largest insurance brokerage firms in the United States, providing employee benefits, property and casualty, workers’ compensation, surety, and financial products and services. The Account Manager supports 401(k) producers through sales support, client service, vendor management, plan implementation, investment reviews, compliance activities, and administration of defined contribution plans.
Responsibilities
- Maintains ongoing client contact to assist with day-to-day service issues and vendor management
- Works with vendors and Third Party Administrators to automate the process of data collection and analysis
- Schedules and attends client meetings for prospects and existing clients
- Maintains client and due diligence files
- Records notes at meetings and prepares minutes for various investment committees
- Prepares investment reviews
- Prepares investment committee meeting materials and booklets
- Assists in completing plan applications, plan document review, and plan implementation
- Assists auditors with Form 5500 preparations and data collection
- Assists vendors with year-end testing data collection
- Assists with or conducts participant enrollment meetings
- Supports the 401(k) department with general industry knowledge
- Researches and supports new initiatives to increase our efficiency, productivity, compliance, and profitability
- Completes Requests for Proposals
- Generally manages simple plans with under $10 million in assets and under 100 participants
- Collects fees, reconciles, and resolves any outstanding balances within 60 days of the invoicing date
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
- Other duties as assigned
Skills
- Bachelor's degree or equivalent combination of education and experience
- Three (3) or more years of related work experience in 401k account management
- Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations
- Experience with small to mid (less than 250) clients
- Valid Series 65 license required
- Excellent verbal and written communication and presentation skills
- Excellent interpersonal, relationship-building, negotiating, and problem-solving skills
- Exceptional attention to detail
- Ability and motivation to work independently
- Good time management skills
- Good planning, organizational, and prioritization skills
- Advanced analytical skills
- Proficient in Microsoft Office products
- Securities license (SIE, Series 6 or 7 and 63) preferred
Benefits
- Remote work
Company Overview