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401k Account Manager

Cedar Rapids, IA

Job Information:

TrueNorth, an Insurance and Financial Strategies firm, has an immediate opening for a 401k Account Manager in our headquarters, located in downtown Cedar Rapids.  The primary responsibility of the 401k Account Manager is to perform duties and maintain quality service which supports retirement plan sponsors, participants and producers. The ideal candidate will add to and bolster TrueNorth's unique culture - a fast paced environment that is client focused and results driven.  We are built on enthusiasm, entrepreneurship, integrity, communication, proactive problem solving and a genuine passion for serving others.

Responsibilities include, but are not limited to:
  • Build and maintain strong, long-lasting relationships with clients, both internal and external
  • Manage the communication, relationships and servicing of new and existing retirement plan groups
  • Work with Producers to provide quality proposals and presentations for prospects and clients, with an extremely high attention to detail
  • Prepare and present retirement plan service expectations to new and exsisting clients
  • Manage new client conversion and implementation process; follow thru during onboarding to ensure effective transition
  • Research questions for clients; prepare supporting documentation if necessary
  • Maintain quality client service on a daily basis by providing consistent, timely and accurate service; provide specifics to the producer when service issues are discovered
  • Maintain agency management systems with all correspondence related to client plan
  • Coordinate enrollment and other client meetings as necessary
  • Handle special requests or reports as designated by the client/producer
  • Participate in training and meetings in order to better assist external and internal clients
  • Maintain knowledge of various legal requirements for retirement plans
  • Educate external Human Resource staff on administration of retirement benefits, as requested
  • Organize time in advance so projects are completed on time and with appropriate content and organization
  • Increase industry and job knowledge, as measured by attendance in continuing education, attaining or updating designations, and participation in other agency training offerings
  • Complete other duties as assigned, appropriate to the position

Education & Experience:
  • High School diploma or equivalent required
  • College degree or comparable work experience preferred
  • Minimum 3 years work experience in the financial services industry, as an Account Manager or in a similar capacity is highly preferred
  • Life/Health/Accident insurance licenses required of ability to obtain within 30 days of employment; must maintain annually
  • Series 6, 63 or 65 licenses are ideal
  • Proficient in Microsoft Word, Excel, PowerPoint, Outlook, and able to quickly learn and utilize other computer applications

Skills & Competencies:
  • Strong problem solving skills
  • Strong organizational and time management skills
  • Ability to prioritize work load and work in a fast paced environment
  • Ability to manage time independently by prioritizing and multi-tasking
  • Extremely accurate and detail-oriented
  • Strong and professional verbal and written communication skills
  • Maintain a strong work ethic and commitment to professionalism

We offer a competitive benefit package, wellness incentives
and a positive work culture. Get a glimpse of our culture
through our videos by clicking hereOpens a New Window.

TrueNorth is honored to be recognized by Corridor Business Journals as #1 on the 
2017 Corridor Top Insurance Agencies & Brokerages list as well as a Coolest Place to Work!

TrueNorth is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or national origin

Posted 05/14/18

Job ID: 42095729