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 national insurance brokerage and risk-management firm that provides property & casualty insurance, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and a range of industry-specific risk solutions (e. g. , agribusiness, aviation, construction, cyber, energy, healthcare, real estate & hospitality, transportation). The firm emphasizes benefits consulting and human capital services in addition to traditional brokerage, and positions itself as a full-service advisor for commercial clients. Alliant is one of the largest brokers in the U. S. , noting roughly $5. 7B in revenue and $55B+ in premiums, and is ranked among the top brokers nationally and globally.

📋 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 • 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 • Research and support initiatives improving 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

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • Three (3) or more years of related work experience in 401(k) account management • Understanding of retirement plan types and operations • Knowledge of ERISA guidelines and regulations • Experience with small to mid-sized 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