Account Manager – 401k

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Alliant Insurance Services

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1925

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $690M Debt Financing - Alliant Insurance Services on 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services is a leading insurance broker and risk-management firm that provides property & casualty, employee benefits, reinsurance, claims assistance, underwriting, and industry-specific risk solutions. The company offers consulting and customized services across sectors such as healthcare, energy, transportation, real estate & hospitality, public entities, and more, and is ranked among the largest insurance brokers in the U. S. (noted as the #4 largest U. S. broker and the largest privately owned broker). Alliant emphasizes risk management, benefits consulting, disaster response, and specialty solutions for commercial clients.

📋 Description

• Support 401(k) Producers with sales support and provide customer service to assigned clients • Manage procurement, placement, and implementation activities for defined contribution plans • Maintain ongoing client contact and assist with day-to-day service issues and vendor management • Work with vendors and Third Party Administrators to automate data collection and analysis • Schedule and attend client meetings for prospects and existing clients • Maintain client and due diligence files • Record meeting notes and prepare minutes for investment committees • Prepare investment reviews and investment committee meeting materials and booklets • Assist with plan applications, plan document review, and plan implementation • Assist auditors with Form 5500 preparations and data collection • Assist vendors with year-end testing data collection • Assist with or conduct participant enrollment meetings • Support the 401(k) department with general industry knowledge • Research and support initiatives to improve efficiency, productivity, compliance, and profitability • Complete Requests for Proposals • Manage simple plans with under $10 million in assets and under 100 participants • Collect fees, reconcile accounts, and resolve outstanding balances within 60 days of invoicing • Maintain complete and accurate agency management system data • Perform other duties as assigned

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • Three (3) or more years of related work experience in 401k account management • Understanding of retirement plan types and operations • Knowledge of ERISA guidelines and regulations • Experience with small to mid-size clients (less than 250) • Valid Series 65 license required • Securities license (SIE, Series 6 or 7 and 63) preferred • Excellent verbal and written communication and presentation skills • Excellent interpersonal, relationship-building, negotiating, and problem-solving skills • Exceptional attention to detail • Ability and motivation to work independently • Good time management skills • Good planning, organizational, and prioritization skills • Advanced analytical skills • Proficiency in Microsoft Office products