At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
More information is available at >.
SUMMARY
Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service to assigned clients in updating key plan data on an annual basis. Manages all activities surrounding the procurement, placement, and implementation of defined contribution plans.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Maintains ongoing client contact to assist with day-to-day service issues and vendor management.
Works with vendors and Third Party Administrators to automate the process of data collection and analysis.
Schedules and attends client meetings for prospects and existing clients.
Maintains client and due diligence files.
Records notes at meetings and prepares minutes for various investment committees.
Prepares investment reviews.
Prepares investment committee meeting materials and booklets.
Assists in completing plan applications, plan document review, and plan implementation.
Assists auditors with Form 5500 preparations and data collection.
Assists vendors with year-end testing data collection.
Assists with or conducts participant enrollment meetings.
Supports the 401(k) department with general industry knowledge.
Researches and supports new initiatives to increase our efficiency, productivity, compliance, and profitability.
Completes Requests for Proposals.
Generally manages simple plans with under $10 million in assets and under 100 participants.
Collects fees, reconciles, and resolves any outstanding balances within 60 days of the invoicing date.
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's degree or equivalent combination of education and experience
Three (3) or more years of related work experience in 401k account management
Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations
Experience with small to mid (less than 250) clients
Valid Series 65 license required
Securities license (SIE, Series 6 or 7 and 63) preferred
SKILLS
Excellent verbal and written communication and presentation skills
Excellent interpersonal, relationship-building, negotiating, and problem-solving skills
Exceptional attention to detail
Ability and motivation to work independently
Good time management skills
Good planning, organizational, and prioritization skills
Advanced analytical skills
Proficient in Microsoft Office products
#LI-DR2
#LI-REMOTE