Client Executive
Core
Lead the Retirement Services team to retain existing business, develop new business within assigned accounts, and ensure high-level client service for corporate retirement plans.
Role type
Senior Client Executive (Retirement Services Team Lead)
Builds
Corporate retirement plans and employee benefit solutions
Domain
Employee Benefits & Retirement Services
Deliverable
client delivery
Required skills
Corporate retirement plan servicing, client retention strategy, new business development, employee education facilitation, compliance management (Form 5500, annual plan testing), contract review, team leadership, M&A coordination, benefit legislation knowledge, financial analysis, MS Office proficiency
Preferred skills
FINRA Series 65/66, AIF designation, California Life and Disability License
Technologies
MS Windows 7, Office 2010, Agency Management System
Responsibilities
Meet with clients to ensure service expectations are met and achieve retention goals; develop new business through employee education and increasing contributions; oversee client compliance with annual plan testing and form 5500 filing; advise the Client Service Team on resolving routine and non-routine client/carrier concerns; facilitate and deliver employee education sessions for Open Enrollment; troubleshoot service-related issues; assist with client-related M&A activity; manage marketing of existing plans; coordinate coverage placement; provide direction to the Client Service Team on communication materials; prepare and present renewal outcomes; recommend improvements based on changing legislation; manage transition timelines for converting to new providers; conduct employee meetings to communicate benefit options; review contracts and plan documents for accuracy; act as a leader for the Client Service Team; establish positive working relationships with associates and clients.
Seniority
Senior, hands-on IC with team leadership