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DC Account Manager - Falls Church, VA

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General Description: 

Acts as DC Department liaison to clients.  The CG DC Account Manager consults with clients on complex issues such as plan design, compliance, product developments, 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.


  • Measure service quality and ensure that DC depart meets client deliverables on an ongoing basis
  • Perform quality control checking and coordinate delivery of periodic plan Investment Reviews; effectively work with service teams to implement any investment fund changes requested by clients
  • Ensure timely completion, review and delivery of annual plan Direct Analysis Report Cards; schedule meetings to discuss results with clients and establish action plans for the upcoming year
  • Coordinate education campaigns for assigned plans to demonstrate their value to employees and promote plan participation, including development of compliance-approved materials and delivery of presentations as needed
  • Ensure required fee disclosures are accurately prepared and delivered to clients in accordance with industry regulations

·         Participate in the pricing, documentation and completion of special projects, including preparation and proper filing of Supplemental Service Agreements executed by clients

·         Assist with department’s monthly billing, ensuring project billing log is updated timely

·         Ensure monthly metrics are accurately and timely recorded for department reports to management

  • Educate sales representatives on technical and legislative changes, product enhancements, DC policies and procedures, etc.
  • DC Department liaison to the legal department coordinating plan drafting, amendments, SPDs, corrective actions, etc.  Ensure  assigned plans are in compliance with IRS/DOL regulations
  • 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:

o   Assist with prospective client website demonstrations, DC capabilities/finalist presentations

o   Manage conversion of assigned new business following department checklists/procedures

o   Lead and actively participate in transition meetings or conference calls

o   Establish and continually review conversion timetable; monitor progress, working with service teams to ensure timely completion of all deliverables

o   Coordinate timely preparation and execution of required plan documentation for all parties, including USICG, USI Securities, USI Investment Advisors, the Plan’s trustee/custodian, etc.

o   Develop client-specific materials to address unique client needs and plan provisions

o   Establish proper client expectations and adjust with client as required

  • Mentor DC 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 DC Senior Management concerning new hires’ progress

Knowledge, Skills and Abilities:

·         Bachelor’s or more advanced degree in Mathematics, Business, Finance or Accounting

·         Advanced computer skills-knowledge of Windows environment, including Excel, Word and PowerPoint

·         7-10 years minimum related business experience, demonstrating recordkeeping and compliance expertise

·         ASPPA certification preferred

  • 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:


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