[Hiring] Account & Client Consultant - Retirement Plans @Ameritas

Role Description

Are you a client minded professional with Retirement Plans experience? Seeking a Client Services Consultant to join our Client Service Team’s Contact Center and drive the business primarily acting as a liaison between the retirement plan agent, client, and internal partners. The ideal candidate will develop and maintain a professional and positive relationship with retirement plan clients and ensure that all required services are provided to the client. This position is remote (within the U.S.A.) and does not require regular in-office presence.

• Manage large amounts of inbound calls in a timely and friendly manner.
• Identify customers’ needs, clarify information, research issues, and provide solutions.
• Demonstrate ability to remain calm and in control in high stress situations and handle difficult situations/personalities.
• Ability to be flexible and shift focus quickly to enhance the client experience.
• Consult with retirement plan clients, agents, and TPA’s to help evaluate problems and complaints of the callers and provide proper solutions.
• Guide callers through troubleshooting, navigating the company website or using the products and services.
• Research needed information using available resources and follow-up on client calls via phone or email as appropriate.
• De-escalate situations involving concerned customers, offering patient assistance and support.
• Provide detailed and relevant notes from client interactions report on customer feedback.
• Improve the client experience by offering a positive interaction over the phone or email.
• Support a communicative and collaborative team environment.
• Promote a professional and positive image of Ameritas Retirement Plans.
• Develop and nurture plan sponsor, agent, and TPA relationships.
• Support and drive client service initiatives, and maintain risk awareness and regulatory knowledge.
• Willingness to have calls and emails evaluated or monitored for coaching and quality assurance purposes.
• Must be open to feedback and demonstrate an enthusiasm to learn.
• Coordinates, joins, and/or participates in discussions. May serve on committees to improve procedures, identify inefficiencies, and provide solutions.

Qualifications

• Bachelor's Degree or equivalent experience preferred.
• Associate's Degree (preferably in business, finance, or some other relevant major) or equivalent experience required.
• Less than 2 years Related Experience required.
• Relevant experience in the retirement plans industry required (client service experience preferred).
• Strong written and oral communication skills required.
• Ability to manage priorities and meet required service level goals.
• Strong customer focus with excellent interpersonal skills required.
• Proficiency with Microsoft Office products (Word, Excel and PowerPoint) required.
• Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration desired.
• Willingness to work until 6p EST.

Benefits

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
• Matching donations program.
• Paid volunteer time– 8 hours per month.
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

Company Description

Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you’ll find energizing work challenges, flexible hybrid work options, and time for family and community.

An Equal Opportunity Employer: Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Application Deadline: This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.