Relationship Manager

Summary

USI Insurance Services is an insurance brokerage and consulting firm providing retirement plan consulting and benefits administration. The Relationship Manager will service and retain mid-market defined contribution clients, advise on fiduciary oversight, compliance, plan design, fees, and operations, and coordinate client projects and committee meetings.

Responsibilities

• Provide proactive, personalized support to assigned mid-market DCC clients
• Coordinate delivery of periodic 401(k) Committee meetings
• Maintain service calls with clients and recordkeepers. Facilitate efficient and compliant plan operations
• Review documents and service agreements on behalf of clients. Includes understanding client needs and engaging resources/solutions to meet those needs. Ensure solutions meet compliance and operational requirements
• Lead client projects and ensure timely completion
• Review plan fees and make recommendations to Practice Leaders for changes as needed
• With support of leadership, deliver and secure fee changes with clients. Includes negotiating with recordkeepers for services and/or fee concessions
• Answer client questions regarding plan operations, compliance, fees, and investments
• Participate in sales finals presentations and support the sales process. Rebid RFPs
• Collaborate with Consulting Solutions, Sales, Investment Advisory, and Legal teams to serve clients
• Mentor/train less experienced team members. Oversee work of team members assisting with their assigned clients
• Review and improve processes to ensure operational efficiency and optimal results for internal and external clients

Skills

• 3-5 years of retirement experience
• Working knowledge of 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 and adapt to new or changing circumstances
• Bachelor's degree in math or business preferred
• Equivalent work experience
• ASPPA Qualified 401(k) Administrator (QKA) certificate preferred

Qualifications

Must Haves

• 3-5 years of retirement experience
• Working knowledge of 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 and adapt to new or changing circumstances

Nice to Haves

• Bachelor's degree in math or business preferred
• equivalent work experience
• ASPPA Qualified 401(k) Administrator (QKA) certificate preferred

Benefits

• Competitive pay, incentives, and benefits
• Summit Awards program, rewarding excellence
• Award-winning wellness program
• College scholarships for associates' children
• Financial help in times of need
• Curated education and training resources
• Employee support programs
• Potential compensation incentives
• Medical benefits
• Wellness benefits
• Dental benefits
• Vision benefits
• 401(k)
• Flexible spending accounts
• Health savings accounts
• Short-term disability
• Long-term disability
• Life insurance
• Other unique employer-sponsored and voluntary programs
• Generous paid time off policy
• Paid family leave benefit
• Paid holiday time