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Account Manager - Retirement


in Cedar Rapids, IA

Job Description Summary

Provides outstanding customer service in the day-to-day administration of retirement plans. Responds to inquiries and handles research and resolution of issues. Communicates with clients on the implications of technical developments.

Job Description


  • Support the daily administration of retirement plans.
  • Coordinate with the manager to research issues and negotiate problem resolution.
  • Develop and foster relationships with clients and internal partners.
  • Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
  • Identify areas for improvement and make recommendations to management.
  • Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.


  • Bachelor's degree in a business-related field or equivalent education/experience.
  • Two years of retirement industry experience.
  • Excellent communication and customer service skills.
  • Knowledge of record keeping, outsourcing and processing capabilities.
  • Proficiency using MS Office tools, including Excel.

Preferred Qualifications.

  • ASPPA designation and/or related studies.
  • Knowledge of company systems (e.g. Paris 3).

Working Conditions

  • Office environment
  • Occasional travel for client meetings.

Job and compensation levels depend upon an applicant's qualifications including the extent of his/her relevant experience and other job related factors and will be determined by hiring supervisors/managers and HR.

How to Apply

Apply online using this link:

This ad has been viewed 451 times. It expires on 5/13/2017.

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