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USI Insurance Services · 9 hours ago

VP, Retirement Plan Services

Columbus, OH

Full-time

Onsite

Mid, Senior Level

5+ years exp

USI Insurance Services is an industry-leading retirement plan consulting and benefits administration firm. They are seeking a VP of Retirement Plan Services to manage client relationships, consult on plan design and compliance, and lead business expansion efforts.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

Responsibilities

Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns

Administer multiple facets of the sales process. Includes phone calls, coordinating meetings, creating presentations and support materials, and completing follow-up tasks

Acquire provider proposals by gathering plan data and other required information

Perform analytical review of current plan documents and proposals. Includes pricing and product service capabilities and collaborating with department leaders on final presentations

Work with product providers and internal service teams to ensure accurate implementation of retirement plan business

Conduct annual plan health reviews and coordinate employee education meetings

Work with product providers to implement any necessary plan or service modifications

Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services

Measure service quality and ensure that client deliverables are met on an ongoing basis

Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes

Qualification

Retirement sales experienceSeries 663 & 65State Insurance LicenseMicrosoft Office proficiencyCommunication skillsOrganizational skillsAttention to detail