Relationship Manager

General 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