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Retirement Plan Client Service Manager Jobs (NOW HIRING)

Sentry Insurance

Retirement Plan Analyst

Madison, WI · Hybrid

What You'll Do As a Retirement Plan Analyst, you'll play a key role in assisting our sales ... Act as one of the primary contacts for our team of sales producers and management to ask questions ...

Self Bill Pro

Client Service Manager

Clermont, FL · On-site +1

$80K - $90K/yr

About the Role: $80,000 - $90,000 We are seeking a Client Service Manager (CSM) with employee ... Provide training and guidance to clients on billing procedures and benefit plan details as needed.

Gallagher

Client Service Manager

Jacksonville, FL · Remote

Overview We are seeking a remote Client Service Manager to join our growing team in our small business division who can deliver exceptional customer service! Are you interested in helping a range of ...

ConnectOne Bank

Client Service Manager

Middletown, NY

$90K - $115K/yr

The Client Service Manager (CSM) oversees the overall Sales and Service functions, and ensures that ... Forward Thinking - Plan and strategize; anticipate and prepare. * Interview, hire and train staff.

Gallagher

Client Service Manager

Miami, FL · Hybrid

Overview At Gallagher, we're looking for a Client Service Manager to join our Commercial team. In this role, you'll work closely with clients and colleagues to provide exceptional service and deliver ...

Gallagher

Client Service Manager

Manhattan, NY · On-site

As a Client Service Manager II, you will play a key role in delivering exceptional service to our clients, helping them navigate challenges and find solutions that make a real difference. If you are ...

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Retirement Plan Client Service Manager information

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$35K

$70.3K

$127.5K

How much do retirement plan client service manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for retirement plan client service manager in the United States is $70,329.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $83,000.00 per year, depending on experience, location, and employer.

What does a retirement plan client service manager do?

A Retirement Plan Client Service Manager is responsible for overseeing the administration and servicing of employer-sponsored retirement plans, such as 401(k)s or pension plans. They act as the main point of contact for plan sponsors, ensuring compliance with regulations and responding to client inquiries. Their duties include managing plan implementations, handling participant communications, coordinating with internal teams, and resolving any issues that arise. Ultimately, they help ensure that retirement plans run smoothly and meet both regulatory standards and client needs.

What are some common challenges faced by a retirement plan client service manager, and how can they be addressed?

Retirement Plan Client Service Managers often navigate challenges such as managing complex regulatory requirements, balancing the needs of multiple clients, and staying updated on frequent industry changes. Effective communication and strong organizational skills are key to addressing these challenges. Building strong relationships with plan sponsors and internal teams helps ensure smooth plan administration and timely issue resolution. Continuous professional development and leveraging available compliance resources can also help managers stay ahead in this dynamic field.

What are the key skills and qualifications needed to thrive as a retirement plan client service manager, and why are they important?

To thrive as a Retirement Plan Client Service Manager, you need a thorough understanding of retirement plan administration, compliance regulations (such as ERISA), and financial services experience, often supported by a relevant degree or retirement industry certifications (e.g., QKA, ASPPA). Familiarity with retirement plan recordkeeping platforms, CRM software, and reporting tools is typically required. Exceptional interpersonal skills, problem-solving abilities, and attention to detail help build strong client relationships and ensure accurate plan management. These competencies are vital for ensuring regulatory compliance, client satisfaction, and the smooth operation of retirement plans.

What cities are hiring for Retirement Plan Client Service Manager jobs?

Cities with the most Retirement Plan Client Service Manager job openings:

What states have the most Retirement Plan Client Service Manager jobs?

States with the most job openings for Retirement Plan Client Service Manager jobs include:

What are popular job titles related to Retirement Plan Client Service Manager jobs?

For Retirement Plan Client Service Manager jobs, the most frequently searched job titles are:

Infographic showing various Retirement Plan Client Service Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $70,329 per year, or $33.8 per hour.

Retirement Plan Analyst

Madison, WI • Hybrid

Sentry Insurance
Insurance Services • 1 - 5K employees
Learn more about Sentry Insuranceexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Sentry Insurance rating

8.7

Company rating: 8.7 out of 10

Based on 46 frontline employees who took The Breakroom Quiz

Job description

Sentry employees have been helping individuals and businesses build and protect their future since 1904 and we are looking for you to join our team as a Retirement Plan Analyst. In this position, you will provide technical knowledge and support during the sales of 401(k) products to achieve growth, retention and profitability among Sentry direct writer sales producers.

This position will be located at our Home Office in Stevens Point, WI or at our office in Madison, WI in a hybrid work model (Monday and Friday work from home if you choose, Tuesday through Thursday required to be in office).

For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas.

What You’ll Do

As a Retirement Plan Analyst, you’ll play a key role in assisting our sales producers with the sales of our 401(k) products. Along with this responsibility, you’ll:

  • Act as one of the primary contacts for our team of sales producers and management to ask questions regarding products and sales/marketing programs

  • Assist in the sale of 401(k) and group products primarily through phone consultations and training presentations

  • Create and analyze reports reflecting pre-sale and post-sale efforts in the field to enhance our initiatives to promote future sales and enhance our overall customer experience

  • Provide resource information on investment options, product information, and plan design to the field on individual cases to assist in new 401(k) and group sales

What it Takes

  • Bachelor’s Degree or equivalent work experience

  • 2+ years of related 401(k) sales or sales support experience

  • Knowledge of qualified retirement plan and group benefit insurance products

  • Familiarity with retirement plan investment principles

  • Proficient with working in Microsoft Power Point and Excel

  • Industry coursework such as CPFA, QPFC, QKA, ARPC, AIF, AIFA, CIMA or CFP beneficial

  • Highly effective interpersonal, communication, and presentation skills

  • Strong analytical ability to identify and introduce efficient workflow methods

What You’ll Receive

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.

  • Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday in office.

  • Generous Paid-Time Off plan for you to enjoy time out of the office.

  • 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.

  • Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle.

  • Extensive Work-Life Resources to lend a helping hand.

  • Sentry Foundation gift matching program to encourage charitable giving.

  • Continue your education and career development through Sentry University (SentryU).

About Sentry

We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await!

Casey Van Der Geest

Casey.VanDerGeest@sentry.com

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

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