Lead Account and Client Consultant - Retirement Plans

Ameritas

(Remote)

Job Description
The Lead Account and Client Consultant position serves as a liaison between the company and internal and external partners. This position is responsible for projects with significant impact on department results by conducting complete and accurate analysis to identify opportunities to drive growth and efficiency. This position utilizes extensive knowledge to engage with others at a peer level to explain and exchange information.

This position is remote (within the U.S.A.) and does not require regular in-office presence.

What you do:

Build and maintain relationships with clients and internal partners
Serve as main point of contact and primary liaison between internal departments and clients
Provide support for administrative changes, updates, and terminations
Assist manager in developing policies and procedures to build customer loyalty and build efficiencies
Monitor, audit, and evaluate performance for compliance, and take corrective action where needed
Provide leadership to ensure that functions are handled timely and accurately
Manage both virtual and in person financial professional meetings and relationships
Identify at-risk clients while mitigating and managing risk

What you bring:

Bachelor's Degree or equivalent experience Business, Communication, or related field required required
3-5 years retirement plan client relationship management experience, including a general knowledge of nondiscrimination testing, and 5500 preparation required

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.

How to Apply

Apply Now

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