VP, Retirement Plan Services
USI Insurance Services
General Description: Consult with USI employee benefits and property & casualty clients to cross sell USICG retirement services generally <$1M in assets. Includes implementing new 401k plans and converting current defined contribution (DC) plans to a USICG preferred service platform. Responsible for overall relationship management with a focus on client satisfaction and retention. Consult with clients on plan design, provider capabilities, fees, compliance, and product developments.
Responsibilities:• Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, and direct USI client outreach. • Administer multiple facets of the sales process. Includes phone calls, coordinating meetings, creating presentations and support materials, and completing follow-up tasks. • Acquire provider proposals by gathering plan data and other required information.• Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.• Assist clients with initial and ongoing plan design and document support. Includes understanding client responsibilities with IRS and DOL regulations. • Coordinate with applicable parties to ensure accurate implementation of the conversion/start-up process for new clients.• Conduct annual plan health reviews and coordinate employee education meetings.• Work with product providers to implement any necessary plan or service modifications.• Measure service quality and ensure client deliverables are met on an ongoing basis.• Maintain up-to-date knowledge of present legislation and proposed legislative changes regarding ERISA law.
Knowledge, Skills and Abilities:• 5 years + experience in a retirement sales or service capacity.• Bachelor’s degree required.• FINRA Series 6,63 & 65 or Series 7 & 66 required or willing to obtain.• State Insurance License required or willing to obtain. • Comprehensive knowledge of 401(k) DC plans including compliance and plan design.• Excellent verbal, written, and interpersonal communication skills.• Working knowledge of Microsoft Office suite of products. • Strong organizational skills and attention to detail.
Responsibilities:• Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, and direct USI client outreach. • Administer multiple facets of the sales process. Includes phone calls, coordinating meetings, creating presentations and support materials, and completing follow-up tasks. • Acquire provider proposals by gathering plan data and other required information.• Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.• Assist clients with initial and ongoing plan design and document support. Includes understanding client responsibilities with IRS and DOL regulations. • Coordinate with applicable parties to ensure accurate implementation of the conversion/start-up process for new clients.• Conduct annual plan health reviews and coordinate employee education meetings.• Work with product providers to implement any necessary plan or service modifications.• Measure service quality and ensure client deliverables are met on an ongoing basis.• Maintain up-to-date knowledge of present legislation and proposed legislative changes regarding ERISA law.
Knowledge, Skills and Abilities:• 5 years + experience in a retirement sales or service capacity.• Bachelor’s degree required.• FINRA Series 6,63 & 65 or Series 7 & 66 required or willing to obtain.• State Insurance License required or willing to obtain. • Comprehensive knowledge of 401(k) DC plans including compliance and plan design.• Excellent verbal, written, and interpersonal communication skills.• Working knowledge of Microsoft Office suite of products. • Strong organizational skills and attention to detail.
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