Job Title: Account Manager
Department: Employee Benefits
Reports to: Vice President of Retirement Services
FLSA Status: Exempt
Summary The Account Manager will work in collaboration with the Producer and the service team and is responsible for the strategic management of client’s employee benefit plans and objectives. The Account Manager is also responsible for developing and maintaining relationships with other internal and external business partners and carriers.
Essential Duties and Responsibilities:
Conduct Investment analysis and generate performance reporting for Investment Committee Presentations
Prepare presentations for Investment Committees
Present investment recommendations to investment committees
Coordinate and prepare agendas for upcoming investment committee meetings
Record minutes for investment committee meetings
Prepare Recordkeeper Market Studies
Provide information for Retirement Plan Fee Benchmarking
Performs other duties and responsibilities as assigned
Qualifications: 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. Must be highly organized and have the ability to multi-task.
Education and/or Experience
Two years of job-related experience.
Certificates, Licenses, Registrations
Series 6 and 63 (or must be obtained within six months)
Ability to read and interpret documents such as insurance policies, Agency policies and procedures, and safety rules. Ability to write routine reports and correspondence. Ability to speak effectively and clearly before groups of customers or employees of organization, as well as interact with all levels of management.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Competent at analyzing data or report information.
To perform this job successfully, an individual must be proficient at Microsoft Excel and PowerPoint, and should have knowledge of agency management software; Internet software; Spreadsheet software, Word Processing software and Microsoft Outlook.