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Client Relationship Associate

Location:

CT - Glastonbury

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General Description: Provide administrative, operational, and client relationship support to the Relationship Management team. Follow department procedures to perform tasks. 

Responsibilities:
With guidance, provide internal assistance to clients. Escalate clients’ needs, concerns, and ideas to assigned Client Relationship Manager. 
Process fund changes. 
Prepare amendments to services agreements.
Complete provider set-up paperwork.
Prepare client reports, presentations, and agendas.
Participate in client calls. Document project related tasks and monitor the completion of meeting follow-ups. Includes tasks by the team, other CG departments, and service providers. 
Ensure investment review reports and other deliverables have been completed.
Prepare fee calculations and benchmarking reports. Includes plan design benchmarking reports.
Monitor and update tasks and data in the customer relationship management (CRM) database. 
Identify inefficiencies in processes or assigned tasks and recommend solutions.

Knowledge, Skills and Abilities:
0-2 years of experience. 
Bachelor’s degree in math or business preferred, or equivalent work experience.         
Desire to learn about the operation, design, and regulations governing DC plans.                       
Self-motivated and detail oriented. 
Comfortable with internet-based programs and Microsoft Office products. 
Problem-solving ability. 
Strong verbal and written communication and customer service skills. 
Ability to work in a team environment. 
Eager to learn new concepts and can adapt to new or changing circumstances.
Open to feedback and coaching.

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 potential for compensation incentives, 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.


Salary Range is $45,000 - $55,000. plus compensation incentives.

Job ID:

28966

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
USI Insurance Services LLC ("USI") will not accept submission of any resumes or referral of any candidates to USI by any external recruiter or recruitment agency by any means (including via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a written contract for a specified position properly executed by an authorized member of the USI Talent Acquisition team. Any information submitted relating to any such individuals will become the property of USI, and USI will not be responsible for, or owe any fees associated with, the submission of any such information or referral of any such candidates.

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