Senior Account & Client Consultant - Retirement Plans - Remote USA Position-Amer
DiversityJobs, Lincoln, NE, United States
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Senior Account & Client Consultant - Retirement Plans
#5802
Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States
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Position Locations
Remote USA Position-Ameritas HQ is Lincoln
,
Nebraska
,
United States
Area of Interests
Retirement Plans
Full-Time/Part Time
Full-time
Job Description
This position is remote (USA) and does not require regular in-office presence.
The Account and Client Management supports a portfolio of defined contribution retirement plans (401(k), 403(b), 457) and serves as the primary point of contact for plan sponsors, financial professionals, and TPAs.
This position is a subject matter expert responsible for delivering proactive service and strategic support to ensure client satisfaction, retention, and profitability. Collaborate cross-functionally to resolve complex issues, lead client meetings, and drive continuous improvement initiatives. Maintain deep knowledge of retirement plan operations, support internal projects, and mentor new team members.
What you do
Manage caseload of defined contribution plans (including 401(k), 403(b) and 457 plans) ranging from $3 million to over $100 million in assets.
Build and maintain strong, proactive relationships with retirement plan sponsors, financial professionals, TPAs, and internal teams to ensure client satisfaction, retention, and profitability-while independently providing daily support and aligning services with client expectations.
Act as liaison between clients, TPAs, financial professionals, and Ameritas.
Perform research in problematic situations and use analytical skills to resolve. Coordinate with the manager to research issues and negotiate problem resolution.
Follow through on inquiries and initiate correspondence with clients and external parties.
Maintain working knowledge of 401(k), 403(b), and governmental plan provisions.
General knowledge of recordkeeping systems, functional operations, and internal applications.
Exploring, participating in and leading organizational and client projects and initiatives; recognize and communicate possible improvements to management.
Develop and implement strategies to strengthen satisfaction, loyalty, and reliability.
Demonstrate effective service recovery with minimal escalations.
Responsible for keeping records, account updates, and outgoing mail to clients
Identify at-risk clients and collaborate with RM's and internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues.
Lead effective/strategic client meetings and provide proactive outreach for important plan and client updates, present and lead virtual meetings as needed.
Assist with mentoring new account managers.
What you bring
Bachelor's Degree or equivalent experience Business, Communication, or related field required
1-3 years Relevant Experience in Retirement Plans and customer service experience required
Retirement Plan Fundamental (RPF) Certificate required (can be obtained after entering role)
QKA designation desired (can be obtained after entering role)
Proficiency with Microsoft Office applications, retirement plans, and Client Relationship Management (CRM) systems required
Excellent virtual meeting and presentation skills required
Ability to actively engage with financial professionals, TPAs and plan sponsors
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)
For your professional growth:
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time- 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S. About this Position's Pay
The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled.
The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details).
This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.
Job Details
Pay Range
Pay Range
The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.
The actual pay rate will depend on the person's qualifications and experience.
$59,222.00 - $94,756.00 / year
Pay Transparency
Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace.
Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.
Senior Account & Client Consultant - Retirement Plans
#5802
Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States
Apply
X
Copy
Position Locations
Remote USA Position-Ameritas HQ is Lincoln
,
Nebraska
,
United States
Area of Interests
Retirement Plans
Full-Time/Part Time
Full-time
Job Description
This position is remote (USA) and does not require regular in-office presence.
The Account and Client Management supports a portfolio of defined contribution retirement plans (401(k), 403(b), 457) and serves as the primary point of contact for plan sponsors, financial professionals, and TPAs.
This position is a subject matter expert responsible for delivering proactive service and strategic support to ensure client satisfaction, retention, and profitability. Collaborate cross-functionally to resolve complex issues, lead client meetings, and drive continuous improvement initiatives. Maintain deep knowledge of retirement plan operations, support internal projects, and mentor new team members.
What you do
Manage caseload of defined contribution plans (including 401(k), 403(b) and 457 plans) ranging from $3 million to over $100 million in assets.
Build and maintain strong, proactive relationships with retirement plan sponsors, financial professionals, TPAs, and internal teams to ensure client satisfaction, retention, and profitability-while independently providing daily support and aligning services with client expectations.
Act as liaison between clients, TPAs, financial professionals, and Ameritas.
Perform research in problematic situations and use analytical skills to resolve. Coordinate with the manager to research issues and negotiate problem resolution.
Follow through on inquiries and initiate correspondence with clients and external parties.
Maintain working knowledge of 401(k), 403(b), and governmental plan provisions.
General knowledge of recordkeeping systems, functional operations, and internal applications.
Exploring, participating in and leading organizational and client projects and initiatives; recognize and communicate possible improvements to management.
Develop and implement strategies to strengthen satisfaction, loyalty, and reliability.
Demonstrate effective service recovery with minimal escalations.
Responsible for keeping records, account updates, and outgoing mail to clients
Identify at-risk clients and collaborate with RM's and internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues.
Lead effective/strategic client meetings and provide proactive outreach for important plan and client updates, present and lead virtual meetings as needed.
Assist with mentoring new account managers.
What you bring
Bachelor's Degree or equivalent experience Business, Communication, or related field required
1-3 years Relevant Experience in Retirement Plans and customer service experience required
Retirement Plan Fundamental (RPF) Certificate required (can be obtained after entering role)
QKA designation desired (can be obtained after entering role)
Proficiency with Microsoft Office applications, retirement plans, and Client Relationship Management (CRM) systems required
Excellent virtual meeting and presentation skills required
Ability to actively engage with financial professionals, TPAs and plan sponsors
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)
For your professional growth:
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time- 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S. About this Position's Pay
The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled.
The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details).
This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.
Job Details
Pay Range
Pay Range
The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.
The actual pay rate will depend on the person's qualifications and experience.
$59,222.00 - $94,756.00 / year
Pay Transparency
Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace.
Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.