Senior Account Manager, Newfront

• Uphold integrity, confidentiality, and ethical standards in handling sensitive client information
• Proactive and results-driven, with a strong sense of urgency and initiative
• Excellent verbal and written communication; able to simplify complex concepts for diverse stakeholders
• Strong project and time management skills, with the ability to prioritize in high-volume, fast-paced environments
• Highly collaborative, building strong relationships with peers, leaders, clients, and carriers
• Tech-savvy, proficient in MS Office, and eager to adopt new tools and innovations
• Adaptable and flexible, excelling in multitasking and meeting tight deadlines
• Growth-minded and continuously learning, with a passion for the retirement industry
• Stay informed on industry trends through publications and conferences
• 5+ years of relevant experience
• Series 65 License (required or to be completed within 1 month of start date)

Desirable

• Our Senior Account Manager role is responsible for development, communication, and service needs for our Clients, and for retaining high-touch, complex accounts through robust relationship management
• Independently manage a minimum of 75+ client accounts, proactively anticipating needs, driving retention, and identifying opportunities for up-selling
• Build and maintain strong relationships with key client contacts, ensuring seamless day-to-day service and prompt issue resolution
• Prepare and lead regular plan reviews, partnering with producers to define agendas and coordinate necessary materials
• Take full ownership of client documentation, ensuring accuracy, completeness, and timely execution of meeting minutes, amendments, and other critical records
• Lead client presentations with confidence, adapting communication style to engage various stakeholders effectively and drive productive discussions
• Oversee client project plans and facilitate client calls, coordinating vendors, internal teams, and client resources to ensure the seamless execution of retirement plan operations, amendments, and compliance tasks
• Take initiative in problem-solving, exercising discretion in determining escalation protocols and resolving issues efficiently
• Work cross-functionally to ensure the successful execution of client deliverables, meeting Service Level Agreements (SLAs) and fostering a culture of teamwork and continuous improvement
• Identify challenges and opportunities for enhancement, developing and implementing strategies to optimize team performance and client satisfaction
• Collaborate with fellow Account Executives to share best practices, contribute to team success, and continuously elevate the client experience
• Maintain expertise in retirement industry trends by actively engaging with vendors and staying informed on evolving services, pricing models, and capabilities
• Perform other duties as assigned to support business objectives and client success
• Reporting to the Senior Account Executive