Job Title: Employee Benefits - Retirement Account Representative
Department: Employee Benefits
Reports To: Employee Benefits Vice President
FLSA Status: Non-exempt
Job Code: Account Representative
Summary The Account Representative supports the Account Executives, Senior Account Executives and Vice President in the placement and service of employee benefits with the efficient delivery of products, services and analysis in accordance with the clients’ benefits strategy. AssuredPartners Colorado is looking for applicants with Retirement Plan and 401k backgrounds. Securities license is not required but a plus.
-Provide comprehensive meeting follow-up for clients and team members
-Issue, bind, compose and proofread financial reports and investment reviews as well as meeting materials
-Respond and deliver client and internal requests in a prompt and attentive manner
-Compose proposal and investment review presentations
-Develop all new 401(k) marketing materials
-Responsible for special projects
-Recognize financial terminology and understand market impacts
-Compose client correspondence
-Demonstrate strong problem-solving abilities to address issues
-Foster a good working relationship with clients either through direct contact or in support of client needs
-Preparing meeting schedules and call agendas for clients
-Display logical, work-oriented and analytical thought processes
This job has no supervisory responsibilities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Retirement and 401k experience.
One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience. Basic understanding of underwriting and insurance coverages is highly desired.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.