Aegon · 14 hours ago
Lead Client Executive
United States
Full-time
Remote
Senior Level
$91K/yr - $125K/yr
7+ years expAegon is focused on ensuring client satisfaction and asset retention for retirement plans. The Lead Client Executive will manage relationships with clients, handle retention situations, and drive profitability by consulting on plan design and enhancements.
Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement
Responsibilities
Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty
Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution
Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. Forward requests for plan amendments through appropriate channels for processing
Adhere to process and documentation standards to minimize operational risk and loss
Interpret discrimination testing rules and results. Consult on solutions to failed testing
Drive cross sell opportunities to enhance individual client and enterprise profitability
Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products. Submit conversion approval requests. Analyze client's current service agreement and investment contract to the provisions under the proposed conversion. Submit a client conversion application for processing
Keep clients and advisors apprised of product and service enhancements, including changes in investment options
Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors
Consult with clients on plan termination issues. Submit plan termination requests for processing
Consult on participant communications strategy and options with clients and advisors. Schedule workshops and facilitate fulfillment of enrollment materials. Report back to clients and advisors on success of strategies and programs
Consult with clients and advisors on plan options in advance or following a corporate action, such as a company merger or acquisition
Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and procedures
Contribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention
Qualification
Required
Bachelor's degree in a business related field or equivalent education/experience
Seven years of retirement industry or similar experience
FINRA Series 6 and 63, and Life insurance licenses, or obtain within six months
Thorough understanding of ERISA and retirement industry trends
Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions
Excellent communication, presentation and relationship-building skills
Decision-making and problem-solving skills
Research skills and attention to detail
Proficiency using MS Office tools
Preferred
Advanced skills in MS Word, Excel and PowerPoint
Benefits
Annual Bonus based on the Company Bonus Plan/Individual Performance
Company
Aegon
Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$760M2024-04-10Post Ipo Debt· $760M
1999-04-01IPO
Leadership Team
Lard Friese
Chief Executive Officer
Duncan Russell
Chief Financial Officer
Recent News
2026-01-22
GlobeNewswire
2026-01-12
Alternative Credit Investor
2026-01-03
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