Account Manager
Cedar Rapids
2d ago

What Success Looks Like :

  • Support the daily administration of retirement plans.
  • Coordinate with the manager to research issues and negotiate problem resolution.
  • Develop and foster relationships with clients and internal partners.
  • Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
  • Identify areas for improvement and make recommendations to management.
  • Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.
  • Gather data from multiple systems to interpret, troubleshoot and resolve issues.
  • Assist in training new account managers.
  • What You Need?

  • Bachelor’s degree in a business-related field or equivalent education / experience.
  • Three years of retirement industry experience.
  • Excellent communication and customer service skills.
  • Knowledge of record keeping, outsourcing and processing capabilities.
  • Proficiency using MS Office tools, including Excel.
  • Apply
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