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Senior Account & Client Consultant

BlueStar Retirement Services Inc.

in Remote / Ponte Vedra Beach FL

Logo for BlueStar Retirement Services Inc.

At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

This position helps support BlueStar a subsidiary of Ameritas Life Insurance Corp. BlueStar is a full-service recordkeeper and third-party administration specializing in open architecture retirement plans built on a proprietary high-tech and high-service delivery model. They serve 75,000 participants and administers over $4 billion in plan assets.

The Sr Account & Client Consultant serves as a liaison between the company and internal and external partners. This position is a subject matter expert responsible for completing moderately complex projects to include conducting analysis and adjusting processes to solve problems. They support the on-going service needs of existing BlueStar clients.

What you do:

  • Evaluate existing client needs and make recommendations
    • Including but not limited to:
      • Process updates and requests submitted by clients
      • Lead client website training
      • Manager plan amendment process
      • Implement requests for education initiatives and enrollment meetings
  • 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
  • Identify and resolve escalated issues
  • Responsible for keeping records, account updates, and outgoing mail to clients
  • Communicate with clients effectively for account information and/or paperwork including contracts, service agreements, and banking information
  • Manage and develop client relationships by maintaining proactive communications with clients
  • Arrange regular meetings to review plan with client and address any operational challenges or new initiatives including preparing and presenting PowerPoint presentations to clients, sponsors, or advisors as needed
  • Work with client to achieve plan goals like participation, investment diversification, security knowledge

What you bring:

  • Bachelor's Degree or equivalent experience Business, Communication, or related field required
  • 1-3 years related experience required
  • 401k experience preferred

What we offer

  • Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
  • Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
  • We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
  • A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
  • Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

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. Salary Range - $56,512-$84,768

How to Apply

Apply Now


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