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USI Insurance Services · 20 hours ago

VP, Retirement Plan Services

Falls Church, VA

Full-time

Onsite

Mid, Senior Level

5+ years exp

USI Insurance Services is a leading retirement plan consulting and benefits administration firm. They are seeking a VP of Retirement Plan Services to consult with clients on retirement services, manage client relationships, and ensure client satisfaction and retention while expanding business opportunities.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

Hiring Manager

Yvette Giannelli

Responsibilities

Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, and direct USI client outreach

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

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

Assist clients with initial and ongoing plan design and document support. Includes understanding client responsibilities with IRS and DOL regulations

Coordinate with applicable parties to ensure accurate implementation of the conversion/start-up process for new clients

Conduct annual plan health reviews and coordinate employee education meetings

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

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

Maintain up-to-date knowledge of present legislation and proposed legislative changes regarding ERISA law

Qualification

Retirement sales experienceFINRA Series 663 & 65State Insurance LicenseBachelor’s degreeMicrosoft Office proficiencyCommunication skillsOrganizational skills