What are the responsibilities and job description for the Relationship Manager position at U.S. Retirement & Benefits Partners?
U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about USRBP, please visit our website: www.usrbpartners.com.
USRBP is hiring a Relationship Manager for our Partner Firm, Pension Planning Consultants, Inc. (PPC) located in Albuquerque, NM.
Position Overview:
The Relationship Manager will interact daily with clients, accountants, attorneys, investment advisors and other intermediaries serving as the central point of contact for the assigned portfolio accounts. The Relationship Manager is responsible for ensuring quality client service. The Relationship Manager is ultimately accountable for the clients’ overall satisfaction with PPC Services.
Job Responsibilities (Included but not limited to):
- Create plan documents, including required and discretionary plan amendments.
- Complete annual retirement plan administration, including trust accounting, eligibility and vesting calculations, discrimination testing, valuation reports and participant statements, contribution calculations, distribution processing and loan administration.
- Prepare Form 5500 filings and other government filings, such as Form 8955-SSA
- Work with clients on IRS/DOL correction programs and audits
- Coordinate notices and required disclosures to clients
- Build and maintain client relationships aimed at client retention by understanding the client's organization, procedures, internal policies and overall business needs.
- Provide proactive consultation on plan design and funding objectives for clients.
- Analyze and resolve client questions and/or concerns.
- Coordinate and direct client activities with other team members. Review peer work products and provide training and education when needed.
Experience/Skill Requirements:
- Bachelor’s degree preferred
- Strong organizational and problem-solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast-paced environment.
- Strong communication skills, both written and verbal.
- Strong computer literacy, including Excel, Word, and Adobe and a basic to intermediate understanding of Relius Administration & Document systems preferred.
- Experience with third party administration, defined benefits, and defined benefit contributions.
- Must be able to work both independently and with direction.
- 5 to 7 years of experience in the retirement plan service area preferred.
- ASPPA QKA or ERPA designation or approved equivalent preferred.
