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Account Manager

đź•’ April 7

🏢🏡 New York City – Hybrid

đź’µ $64.8k - $140k / year

⏰ Full Time

🟡 Mid-level

đźź  Senior

đź’° Account Manager

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Logo of Risk Strategies Company

Risk Strategies Company

WebsiteLinkedIn

5001 - 10000 employees

🏢 Enterprise

đź’¸ Finance

Enterprise • Finance • Insurance

Risk Strategies Company is a comprehensive insurance brokerage and risk management firm. It offers a wide range of services including commercial insurance, employee benefits, private client insurance, and specialty risk management solutions tailored to the unique needs of businesses and individuals. With expertise across diverse industries, Risk Strategies provides innovative and customized solutions to mitigate risks and optimize coverage. Their client-centric approach ensures personalized service and dedicated support, making them a trusted partner in managing risk and developing resilience.

đź“‹ Description

• 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 • Assist with compliance testing

🎯 Requirements

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

🏖️ Benefits

• medical • dental • vision • disability • life insurance • retirement savings • paid time off • paid holidays

Apply Now

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