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CG DCC Account Manager

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General Description:

Acts as DCC Department liaison to clients. The CG DCC Account Manager consults with clients on complex issues such as plan design, compliance, service enhancements and product developments from service providers, special projects, fees, etc. He/she is responsible for the overall relationship management with the main focus on client satisfaction and retention. Primary executive-level contact who will provide clients' management teams with industry-level overview, trends, etc. while exploring cross-sell opportunities for USI.

 

Responsibilities:

  • Successfully manage and retain assigned book of business that is located both locally and nationally
  • Interact as the liaison between the service provider and the client
  • Measure service quality and ensure that we meet client deliverables as outlined in our services agreement
  • Coordinate delivery of periodic plan Investment Reviews
  • Work with account coordinators to implement any investment fund changes requested by clients
  • Schedule meetings with clients and service providers to conduct plan review and investment reviews and establish action plans for the year
  • Preparation of materials needed for client meetings including but not limited to agendas, reports, calendars, etc., as well as taking meeting notes
  • Educate and aid clients on all compliance topics related to ERISA and IRS Code
  • Remind clients of due dates pertaining to the administration of their plans
  • Work with service provider to coordinate employee education campaigns to promote plan participation, etc.
  • Understand pricing, deliver and explain fee benchmarking reports to clients
  • Understand RFP process and value proposition and be prepared to deliver and explain the results
  • DCC Department liaison to the legal department to coordinate guidance on specific issues that clients request, corrective actions, or other legal related projects.
  • Understand documents and restatements, amendments, summary plan descriptions, IRS non discrimination tests and minimum coverage tests, Form 5500, service contracts, etc.
  • Support sales efforts by participating in finalists presentations
  • DCC Department liaison to other departments, including Health & Welfare, Defined Benefit, Accounting, Communications, Marketing, IAS to service clients and identify cross-sell opportunities
  • Build and maintain a positive team spirit
  • Assume the lead role in the establishment of new client relationships and new business implementation for retirement plans, including:
    • Conversion of assigned new business by actively participating in transition meetings or conference calls with the service providers and clients
      • Provide consulting for plan design changes
      • Review service provider's contracts to verify that the fees and services match what was proposed in the RFP process
      • Monitor the progress of the service providers to ensure timely completion of all deliverables
    • Coordinate timely preparation and execution of required plan documentation for all parties, including USICG, USI Securities, USI Investment Advisors
    • Gather and review service provider's plan documents, contracts, other pertinent documents related to the plan
    • Establish proper client expectations and adjust with client as required
  • Deliver revised services agreements when needed
  • Follow internal processes
  • May work as an Account Coordinator on some cases
  • Mentor DCC new hires at all levels, individually or in group setting, sharing company and industry expertise with team members; participate in development and delivery of internal training sessions; provide constructive feedback to DCC Senior Management concerning new hires' progress
  • Manage client-related travel to control and accurately report expenses and effectively utilize company resources in accordance with company policy
  • Complete special projects as requested by the DC department including service enhancement initiatives, creation of client materials, periodic re-engineering of internal processes, ensuring compliance with regulatory changes, etc., including participation in applicable committees and communication to staff and/or clients as needed

 

Knowledge, Skills and Abilities:

  • Bachelor's degree in Mathematics, Business, Finance or Accounting preferred but not required
  • Advanced computer skills-knowledge of Windows environment, including Excel, Word and PowerPoint
  • 5-7 years minimum related business experience, demonstrating recordkeeping and compliance expertise
  • ASPPA certification preferred
  • Compliance skills and plan design skills
  • Ability to creatively and proactively problem-solve, adhering to all regulatory requirements
  • Ability to stay organized and focused in a busy environment
  • Effective communication skills with clients and co-workers, both verbal and written
  • Personable and credible
  • Demonstrates cooperation and collaboration in a team setting
Job ID: 2168
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