• Account Manager

    Job ID
    # of Openings
    Employee Benefits Service
    US-NY-White Plains
  • Overview

    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)                                                                                                                            


    Language Skills                  

    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.


    Mathematical Skills                  

    Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.


    Reasoning Ability                  

    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.


    Computer Skills                  

    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.


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