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Account Manager

BlueStar Retirement Services, INC.

in Telecommute / Jacksonville FL

Logo for BlueStar Retirement Services, INC.

Overall responsibility
Support the on-going service needs of existing clients.

Key areas of responsibility

  • Develop new technical skills and expand knowledge of our systems and recordkeeping software to find better ways to service our clients and adapt to system changes and upgrades
  • Act as BlueStar’s ambassador to its clients

Account Managers:

  • Manage and develop client relationships
  • Address any client issues to ensure that they are very satisfied with BlueStar services
  • Manage a client project by leading conversations across departments, researching issues, and identifying solutions
  • Arrange regular meetings to review plan with client and address any operational challenges or new initiatives
  • Respond promptly and accurately to client requests received by phone and email
  • Manage and implement changes to client information including contacts, service agreements, and banking information
  • Process annual updates submitted by clients
  • Lead client website training
  • Manage plan amendment process
  • Implement requests for education initiatives and enrollment meetings
  • Implement education initiatives and campaigns
  • Answers questions posed by Customer Service Representatives
  • Address any technical questions or concerns posed by client
  • Work with client to achieve plan goals like participation, investment diversification, security knowledge

Characteristics

  • Commitment to making the client’s experience as easy as possible
  • High degree of empathy and service orientation
  • Ability and desire to get the details right
  • Belief that technology can help us work better, faster, and smarter
  • Ability and desire to think outside the box for new, creative solutions
  • Willingness to work within existing procedures to ensure accurate controls
  • Willingness to adapt and continuously change to meet new situations and to enhance our service offering
  • Commitment to life-long learning
  • Team Player
  • Extensive Relius experience
  • Knowledgeable about compliance regulations and plan documents
  • Excellent word processing and excel skills
  • Ability to learn new software programs quickly
  • Excellent time management skills and ability to multi-task
  • Strong Attention to Detail; high level of accuracy
  • Ability to meet deadlines; strong sense of urgency
  • Able to work independently

Required Skills

  • Ability to utilize office equipment such as computers, phones and photocopiers throughout the work day
  • Ability to communicate in a courteous and professional manner both in writing and over the phone
  • Ability to organize and manage multiple priorities
  • Ability to complete assignments quickly and accurately
  • Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact’s attention for further review

How to Apply

Please email a copy of your resume careers@bluestarretirement.com for consideration. Please include what position you are applying for in the subject line. 


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