Skip to Main Content
Account Manager - 401K Financial Services - Employee Benefits
AssuredPartners Rockville, MD

Account Manager - 401K Financial Services - Employee Benefits

Rockville, MD
Expired: January 19, 2024 Applications are no longer accepted.
  • Vision , Medical , Dental , Paid Time Off , Retirement
  • Other

At AssuredPartners, our Rockville, MD, office is growing! We are hiring for an Account Manager who specializes in working with 401K accounts. As an Account Manager, you will provide advanced client support, including comprehensive account management for a book of business, from proposal through evaluation of risk and industry changes. The position requires a significant degree of independent judgment and discretion and is responsible for developing others through formal and informal leadership and mentoring. In accordance with the seniority of the role, the Account Manager possesses advanced product, recordkeeper, and compliance knowledge and remains informed of industry changes in these areas.

The Ideal Candidate

  • You are skilled and enjoy managing high responsibility and working autonomously in partnership with your clients.
  • You have advanced industry knowledge and are skilled in leveraging it to create client advantages.
  • You're adept at analyzing complex data to design and deliver solutions.
  • You are skilled in mentoring and guiding others and enjoy helping others understand corporate retirement plans.

If this interests you, we invite you to keep reading and apply!

What You'll Do

  • Client Support
  • Leads meetings with clients, including meetings at client locations.
  • Responsible for providing comprehensive client support and acts as main client contact for book of business. Provides proactive support on specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications
  • Effectively manages difficult client communications, including changes in investments, eligibility, match formulas, and other plan-related issues.
  • Support client retention by maintaining a positive relationship and image with clients.
  • Account Management
  • Prepares and leads Employee Education meetings and strategies with internal and external teams
  • Prepares for and leads Investment Committee meetings with internal and external teams for clients.
  • Reviews and supports enrollment, benchmarking, and utilization data for clients based on the client's established goals.
  • Team leads on Recordkeeper changes and is the primary liaison between Client and Recordkeeper.
  • Negotiates and implements plan design changes with Recordkeepers or additional non-Qualified plans as needed.
  • Owns all Compliance Support for an assigned business book with Recordkeeper and Client.
  • Analyzes data to draft client service plans, stewardship reports, and other meaningful reports tailored to the client's needs and circumstances of the presentation.
  • Support maintenance of agency management, communication, and other tools.
  • Industry Expertise
  • Develops and maintains strong personal relationships with appropriate Recordkeeper and TPA personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed.
  • Fluent in the client's industry and current events that can modify the plan needs
  • Reviews changes in Recordkeeper offerings and policies and relays information to the larger service team
  • Leadership
  • Mentors or formally directs the work of more junior team members as needed and educates regional account management and producer teams on corporate retirement planning.
  • Facilitates and collaborates with account teams on the agency's strategies for organic growth and adding corporate retirement planning to their total reward strategy
  • Client Strategy
  • Provides clients with tailored corporate retirement programs and reviews investment management and performance. Identifies and explains gaps in retirement programs. Works with the producer to write new business.
  • Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary.
  • Other duties as assigned.
  • Some travel may be required.

What's in it For You?

To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people:
  • Competitive base salary
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
  • Company match 401(k) plan - 50% up to 6%!
  • Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists
  • Pet benefits & discounts
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

What You'll Need

  • 3 years of related experience and/or training preferred or demonstrated skills listed below.
  • Current Series 6 required with current Life and Health license, and Series 63 preferred.
  • Experience as primary contact providing comprehensive client support to a group of accounts.
  • Advanced knowledge of available corporate retirement plans based on business and industry; knowledgeable about vertical industry trends and client retention strategies.
  • Skilled at facilitating meetings and delivering presentations to groups
  • Highly developed problem-solving and solution-design skills; strong written and verbal communication skills
  • Advanced client support and client advocacy skills
  • Demonstrated leadership through mentoring and guidance of more junior employees
  • Highly proficient in using Microsoft Office or similar software, including spreadsheet and presentation software.
  • Skilled in using agency management software; quickly learning new systems.

Grow, with us

AssuredPartners is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!



15200 Omega Dr

Rockville, MD
20850 USA



Get fresh Account Manager - 401K Financial Services - Employee Benefits jobs daily straight to your inbox!

¹You may also apply directly on the company website.
By clicking “Continue” above,I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.