[Hiring] Senior Account & Client Consultant @Ameritas

Role Description

This position is remote (USA) and does not require regular in-office presence. The Account and Client Management supports a portfolio of defined contribution retirement plans (401(k), 403(b), 457) and serves as the primary point of contact for plan sponsors, financial professionals, and TPAs. This position is a subject matter expert responsible for delivering proactive service and strategic support to ensure client satisfaction, retention, and profitability.

• Manage caseload of defined contribution plans (including 401(k), 403(b) and 457 plans) ranging from $3 million to over $100 million in assets.
• Build and maintain strong, proactive relationships with retirement plan sponsors, financial professionals, TPAs, and internal teams to ensure client satisfaction, retention, and profitability.
• Act as liaison between clients, TPAs, financial professionals, and Ameritas.
• Perform research in problematic situations and use analytical skills to resolve issues.
• Coordinate with the manager to research issues and negotiate problem resolution.
• Follow through on inquiries and initiate correspondence with clients and external parties.
• Maintain working knowledge of 401(k), 403(b), and governmental plan provisions.
• General knowledge of recordkeeping systems, functional operations, and internal applications.
• Explore, participate in, and lead organizational and client projects and initiatives.
• Develop and implement strategies to strengthen satisfaction, loyalty, and reliability.
• Demonstrate effective service recovery with minimal escalations.
• Keep records, account updates, and outgoing mail to clients.
• Identify at-risk clients and collaborate with RM’s and internal partners to address client needs.
• Lead effective/strategic client meetings and provide proactive outreach for important plan and client updates.
• Assist with mentoring new account managers.

Qualifications

• Bachelor's Degree or equivalent experience in Business, Communication, or related field required.
• 1-3 years Relevant Experience in Retirement Plans and customer service experience required.
• Retirement Plan Fundamental (RPF) Certificate required (can be obtained after entering role).
• QKA designation desired (can be obtained after entering role).
• Proficiency with Microsoft Office applications, retirement plans, and Client Relationship Management (CRM) systems required.
• Excellent virtual meeting and presentation skills required.
• Ability to actively engage with financial professionals, TPAs and plan sponsors.

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, meaning helping all kinds of people, at every age and stage, get more out of life.

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.