Relationship Manager
Location:
TN - Knoxville
Apply nowGeneral Description: Responsible for overall client relationship management with focus on client satisfaction, retention, and supporting the sales process. Provide support to clients on Plan design, compliance, and special projects.
Responsibilities:
• Manage service quality and retention of assigned client book of business. Utilize various USIGC services, including Direct Solutions, actuarial, OPEB, DC Consulting, etc.
• Establish client expectations and adjust as needed.
• Coordinate education campaigns for assigned clients, demonstrating employee value and promote plan participation. Present compliance-approved retirement education materials.
• Assist with coordination of conference logistics. Includes managing the conference table and responding to product questions.
• Serve as lead in the establishment of new assigned clients and new business implementation for retirement plans.
• Manage conversion of assigned new business following department protocols. Lead transition meetings and conference calls for clients and related entities.
• Research and gather required information on prospective clients in preparation for finalist meetings. Participate in meetings and deliver website demonstrations to prospects and clients.
• Track progress on projects to ensure timely completion of all deliverables.
• Coordinate timely preparation and execution of required plan documentation. Includes USICG, USI Securities, USI Investment Advisors, and the Plan’s trustee/custodian.
• Work with USICG Marketing team to develop client-specific materials. Includes flyers, brochures, and announcements. Address unique client needs and plan provisions.
• Manage client-related travel to control and report expenses. Effectively utilize company resources per company policy.
• Consult with clients on financial and operational performance of their plans. Work with the Investment Advisory team to recommend improvements or alternatives when appropriate.
• Participate in the documentation and completion of special projects for the clients.
Knowledge, Skills and Abilities:
• 3 years + business experience. Retirement consulting experience preferred.
• Bachelor’s degree in actuarial science, accounting, business, finance, or human resources.
• FINRA Series 65 and 6 preferred.
• Business travel to client meetings required.
• Strong technical ability with Microsoft Office products, including Excel, Word, and PowerPoint.
• Strong organizational skills and ability to multi-task.
• Strong verbal, written, and interpersonal communication skills.
• Ability to meet all client deliverables requiring extended working hours during certain periods.
• Ability to demonstrate general business acumen.
• Ability to work collaboratively in a busy, team environment.
• Ability to creatively and proactively problem solve, adhering to all regulatory requirements.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Job ID:
28828