(Hybrid) Account Manager, Retirement

NFP Corp.

Location: Plymouth, Minnesota

Job Type: Full time

Posted

The most difficult thing is the decision to act, the rest is merely tenacity.
- Amelia Earhart

We’re NFP, a five-time Best Places to Work award winner in Business Insurance for 2017-2021 and we're looking for an Account Manager to join our team who'll be responsible for ensuring overall client satisfaction and retention of our clients by providing day-to-day exceptional customer service and value-added plan administration. This position is also responsible for serving as a technical resource to clients as well as to internal consultants and senior management.

This is a hybrid position with in-office flexibility 3 days a week.

Essential Duties and Responsibilities:

  • Provide a high level of Customer Service while communicating and coordinating with clients to address all client service issues in a prompt and timely manner.
  • Provide comprehensive administrative support including oversight and production of participant statements, payroll contributions, distributions, reconciliation of the recordkeeping and trust accounts and other matters that require additional research and analysis.
  • Responsible for proactive communication with the client and partners regarding all aspects of service delivery, including enrollment support and plan design consulting.
  • Ensure all plan activity is in compliance with plan documents and applicable regulations and guidelines.
  • Verify census data, determine eligibility, dates of participation and vesting.
  • Manage day to day schedule according to client needs.
  • Responsible for oversight and resolution of the research items and client inquiries.
  • Perform other duties as assigned.

Knowledge, Skills and/or Abilities:

  • Strong oral and written communication skills
  • Strong client presence with project management, presentation and facilitation skills
  • Well-organized with the ability to handle several projects/clients simultaneously
  • Proficiency with MS Office products, including Outlook, Word, Excel and PowerPoint
  • Dedicated work ethic with a commitment to client service excellence
  • Experience working in a team environment
  • Comprehensive knowledge of retirement plans and plan documents, and a working knowledge of ERISA, DOL and IRS regulations.
  • Demonstrated problem solving, research and analysis skills
  • Knowledge of recordkeeping systems and trust systems; and experience with plan administration and trust reconciliations.

Education and/or Experience:

  • Bachelor's degree with emphasis in accounting, finance or mathematics, or equivalent work experience
  • 2 to 4 years’ experience in Retirement Services industry highly preferred

Certificates, Licenses, Registration: Applicable industry licenses, as required

Who We Are:

We’re a five-time Best Places to Work award winner in Business Insurance for 2017-2021 who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.

What We Offer:

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

You’ve got this!