Alliant Insurance Services · 3 days ago
Account Executive - 401K
NE
Full-time
Onsite
Senior Level
$100K/yr - $120K/yr
5+ years expAlliant Insurance Services is one of the 10 largest insurance brokerage firms in the U.S., specializing in employee benefits solutions. The role involves supporting 401(k) Producers with sales support and managing employer-sponsored retirement plans and securities-related products for clients.
ConsultingFinancial ServicesInsurance
Responsibilities
Maintains ongoing client contact to assist with day-to-day service issues and vendor management
Works with vendors and Third Party Administrators to automate process of data collection and analysis
Schedules and attends client meetings for prospects and existing clients
Maintains client and due diligence files
Records notes at meetings and prepares minutes for various investment committees
Prepares investment reviews using Morningstar, RPAG & FiRM software
Prepares investment committee meeting materials and booklets
Assists in completing plan applications, plan document review, and plan implementation
Assists auditors with Form 5500 preparations and data collection
Assists vendors with year-end testing data collection
Assists with or conducts participant enrollment meetings
Supports the 401(k) department with general industry knowledge
Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability
Assists in resolving plan issues that result from plan failures or poor participation
Completes Request for Proposals
Generally manages complex plans with over $10 million in assets and over 100 participants
Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned
Qualification
Required
Bachelor's degree or equivalent combination of education and experience
Five (5) or more years related work experience
Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations required
Experience with mid to large (250+) clients
Valid Series 65 license
Excellent verbal and written communication and presentation skills
Excellent interpersonal, relationship building, negotiating and problem solving skills
Exceptional attention to detail
Ability and motivation to work independently
Good time management skills
Good planning, organizational and prioritization skills
Advanced analytical skills
Proficient in Microsoft Office products
Preferred
Securities license (SIE, Series 6 or 7 and 63)
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
Recent News
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