General Description: Serve as Emerging Plan Solutions (EPS) department liaison to retirement plan clients. Responsible for management of retirement plans utilizing the USI EPS service delivery model. Partner with internal and external teams on all aspects of client management.

Responsibilities:• Support senior team members with service and retention of client relationships. • Accountable for EPS client relationships and retention of smaller, less complex book of business.• Provide day-to-day plan service and assist with client inquiries. • Learn services of all vendors and provide client advocacy as applicable. • Identify clients’ needs and goals to drive satisfaction. • Gather plan review materials from recordkeeper websites. Prepare meeting minutes for client distribution.• Participate in Annual Plan Health reviews to decision-makers with senior team members and/or Producers. • Work with appropriate resources to implement product, service, or investment fund change requests by clients. • Coordinate employee education campaigns/meetings with plan recordkeeper. • Maintain accurate and timely recording of work tracking logs for assigned plans.• Develop understanding of overall plan design and retirement plan regulations.• Partner with senior members of Relationship Management team on new business implementation for retirement plans. • Participate in transition meetings, conference calls, and plan document calls. • Establish proper client expectations and adjust with client as required.• Handle administrative projects as assigned.
Knowledge, Skills and Abilities:• 1-2 years of financial services, customer service or business-related experience.• Bachelor’s degree preferred.• Willing to obtain a state insurance license. • Strong working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.• Problem-solving ability. Strong organizational skills and ability to multi-task.• Strong verbal and written communication skills. • Ability to work in a team environment.
Physical Demands:Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.
Analysis of Physical Demands:• Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.• Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.• Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.