Account Manager
Where
- El Segundo, CA
What you'll be doing
- The candidate is responsible to act as the client day to day client service contact, fielding client or plan related questions and requests on basic plans. Act as the internal lead and project manager for client services deliverables; overseeing day to day service deliverable and client specific operations to ensure assigned clients receive the highest quality product. Lead the administration of nonqualified deferred compensation on a proprietary database. Oversee and coordinate advanced system configurations in accordance with plan specifications. Generate and confirm the accuracy of a variety of spreadsheets, reports and correspondence as required. Manage and lead efforts related to basic client conversions and implementations, in conjunction with the client relationship manager. Coordinate and lead communications with clients for services being performed by other internal departments (such as funding administration or analytical services). Ensure compliance with plan rules and regulations. Assist participants with a variety of inquiries (e. g., accessing online accounts, account inquiries, investment allocation changes and impacts, educating on plan rules and design). Provide exceptional customer service to internal and external customers via phone, mail and electronic media. Coordinate activities of the client, plan participants, trustee insurance companies and other affiliates. Respond proactively to ad hoc requests from clients and management. Formulate and maintain valued relationships with clients, carriers, peers and associates. Manage client specific task and project calendar. Develop, review and revise client specific transaction procedures. Develop, review and revise client specific reports, perform analyzes, make recommendations, and coordinate with other associates or departments, as required. Interprets plan provisions to effectively manage deferral plan administration for multiple clients.
What your background should be
- 3 or more years experience in qualified or nonqualified benefits plans administration, life insurance, finance, accounting, financial modeling or other technically oriented benefits related field required. Hold life insurance and series 6 or above securities license required. Knowledge of excel spreadsheet database and Microsoft word preferred. Excellent verbal and written communication skills preferred.
Required Schooling / Training
- Bachelor degree required.
Who is the client company
- This is a life insurance company.
- If you are interested in this position, send your resume to apply@kochdavis.com
