What are the responsibilities and job description for the Relationship Manager position at USI Holdings Corporation?
General Description: Emerging Plan Solutions (EPS) department liaison to retirement plan clients. Responsible for management of retirement plans utilizing the USI EPS service delivery model. Provide guidance to clients on plan design, compliance, trends, and fees. Partner with internal and external teams on all aspects of client management.
Responsibilities:
- Accountability for EPS client relationships and retention for assigned book of business.
- Provide day-to-day plan service and assist with client inquiries.
- Provide vendor oversight and client advocacy.
- Identify clients’ needs and goals to drive satisfaction. Focus on plan design and competitive recordkeeping pricing.
- Conduct and deliver Annual Plan Health reviews to decision-makers.
- Measure service quality and meet client deliverables. Drive client success with sales team, administrator and recordkeeper partners.
- Implement product, service, or investment fund change requests by clients.
- Assist plan sponsors with documenting fiduciary decisions and responsibilities.
- Coordinate employee education meetings with plan recordkeeper to show value of retirement savings. Increase plan participation, employee deferrals and retirement plan knowledge.
- Maintain accurate and timely recording of work tracking logs.
- Work with internal teams to coordinate the preparation and delivery of required plan documents.
- Participate in finalist presentations for new business as applicable. Deliver website demonstrations to prospects.
- Coordinate with sales team on new business implementation for retirement plans.
- Manage conversion of assigned new business following department protocols. Participate in transition meetings, conference calls, and plan document calls.
- Establish proper client expectations and adjust with client as required.
Knowledge, Skills and Abilities:
- 5 years of financial services or defined contribution experience.
- Bachelor’s degree preferred.
- Must hold state insurance and variable annuity license or willing to obtain. Industry designation such as ASPPA certification strongly preferred.
- Strong working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.
- Broad knowledge of retirement plan design, recordkeeping, and plan year end compliance.
- Problem-solving ability. Strong organizational skills and ability to multi-task.
- Strong verbal and written communication skills.
- Ability to work in a team environment.
Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for almost 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Salary range is $80,000 - $85,000 plus potential compensation incentives
Job ID:
29715
Salary : $80,000 - $85,000
