Account Manager

at  Risk Strategies

Primary Responsibilities:

• Manage workflows and communications for retirement plan Trustees and Participants
• Develop analysis on retirement options and performance
• Prepare client presentations and reporting
• Attend client enrollment and ongoing support meetings
• Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans.
• Act as liaison between plan sponsors and various internal groups.
• Promote customer satisfaction through effective service delivery.
• Ensure prompt and effective response to all plan sponsor inquiries.
• Respond to plan sponsor’s requests on a variety of issues, including plan amendments.
• Understand the product, systems, and applicable IRS and DOL regulations.
• Assist with compliance testing.

Requirements & Qualifications:

• 5+ years of experience working with or servicing 401(k)s & Retirement plans
• 4-year Bachelor’s Degree
• Strong attention to detail

At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $64,800 - $120,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page:
www.risk-strategies.com/careers
.
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies’
California Job Applicant Privacy Notice

• Manage workflows and communications for retirement plan Trustees and Participants
• Develop analysis on retirement options and performance
• Prepare client presentations and reporting
• Attend client enrollment and ongoing support meetings
• Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans.
• Act as liaison between plan sponsors and various internal groups.
• Promote customer satisfaction through effective service delivery.
• Ensure prompt and effective response to all plan sponsor inquiries.
• Respond to plan sponsor’s requests on a variety of issues, including plan amendments.
• Understand the product, systems, and applicable IRS and DOL regulations.
• Assist with compliance testing