Account and Client Manager - Retirement Plans

Position Location:

This position is remote and does not require regular in-office presence.

Position Description:

Account and Client Management serves as a liaison between the company and internal and external partners. This position provides deep subject matter expertise for consulting with clients, project management, and supporting enterprise initiatives to achieve organizational targets.

What You Do

• Develops and maintains strong working relationships with assigned agencies.
• Consults on development plans for each client.
• Manages tools and resources; ensures availability to customers.
• Assists in identifying target markets; implements recruiting and training programs.
• Builds positive relationships leading to customer loyalty, improved sales, and policy results.
• Maintains client and relationship activity information, filing approvals, initiatives, and other pertinent information in the system.
  
  
  

What You Bring

• Bachelor's Degree or equivalent experience required
• 4-7 years related Retirement Plans experience required
• Experience working with Multiple Employer Plans (MEPs) or Pooled Employer Plans (PEPs) preferred
• Knowledge of retirement plan administration and compliance requirements for multiple employer arrangements preferred
• Experience consulting with plan sponsors in a multiple employer environment preferred
• Familiarity with ERISA regulations as they apply to multiple employer retirement plans preferred
• Strong project management skills with ability to manage multiple client relationships simultaneously preferred
• Experience with retirement plan recordkeeping systems and reporting tools preferred
• Excellent communication skills for explaining complex retirement concepts to diverse audiences preferred
  
  
  

What We Offer

• Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
• We’re committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits you’d expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.
  
  
  

What we offer:

A meaningful mission. Great benefits. A vibrant culture

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:

Ameritas Benefits

For your money:

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
  
  
  

For your time:

• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
  
  
  

For your health and well-being:

• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
  
  
  

For your professional growth:

• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
  
  
  

For your community:

• Matching donations program.
• Paid volunteer time- 8 hours per month.
  
  
  

For your family:

• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.
  
  
  

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.