BenefitsLink logo
EmployeeBenefitsJobs logo
Search by state:
Search by zip code:
Search by job function:
Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Featured Jobs

Section 125 Administrator (Clovis CA)

Sr. Business Systems Analyst (Denver CO / Telecommute)
Get the BenefitsLink appLinkedIn

Account Manager

Beneco Systems, LLC

in Scottsdale AZ

Beneco Systems, LLC

Reports to: Director of Account Management

Department: Operations

FLSA Classification: Non-Exempt

Date: March 2019


  • Provide Above and Beyond client service to Beneco’ s  plan sponsors and participants. Educate plan sponsors on the benefit of their plan and all company benefits while providing timely quality service. Responsible for service and retention of a book of key accounts by collaborating with a team of service oriented individuals.

ESSENTIAL KEY FUNCTIONS include the following. Other duties may be assigned.

  • Focuses on understanding and responding to client needs. Assumes a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues.
  • Uncover and close upsell opportunities for additional Beneco products. 
  • Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
  • Responds timely and professionally to incoming emails and calls.
  • Develop meaningful relationships with advisors and centers of influence to help build the business.
  • Builds relationships with business owners, decision makers and influencers.
  • Educate clients on retirement account benefits, plan options provided and regulatory and tax implications regarding their options.  Education also extends to all products and services offered by Beneco. 
  • Participate in Sales support activities such as referrals, references and cross-selling across multiple business units.
  • Plans and conducts effective in-person and/or phone meetings
  • Researches client issues and collaborate with the appropriate department until issue has been resolved.
  • Consultative and solutions driven approach to client service.
  • Understand, consider and apply various regulations, to include but not limited to DOL, ERISA, and IRS, when preparing, analyzing and interpreting information.
  • Act as an internal resource and client advocate.
  • 25-30% travel required
  • Aligns with Beneco’ s culture


  • Undergraduate degree or equivalent combination of training and experience in financial services industry preferred.


  • 5 + years client service experience
  • An individual of high integrity with good judgment skills, and who is committed to doing the right thing for their clients.
  • Excellent communication and listening skills
  • Self-motivated; able to learn on own initiative

How to Apply

Please submit resumes to

This ad has been viewed 924 times. It expires on 5/7/2019.

Renew this job Edit this job Remail this job Delete this job Feature This Job

About Us


Privacy Policy

Post a Job

Advertise in the BenefitsLink Newsletters

Add Your Company to the Directory of Vendors and Software

Recommend a News Item, Press Release, Webcast or Conference

Contact Us

Payment Portal

© 2019, Inc.