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Client Relationship Manager

Company: Mutual of America
Location: Metairie
Posted on: September 23, 2022

Job Description:

Mutual of America

Job Title: Client Relationship Manager

Location: New Orleans, LA

Who We Are:

Mutual of America Financial Group ("Mutual of America") has specialized in providing retirement plan products and services to small and mid-sized corporations and non-profit organizations since 1945. The Client Relationship Manager will report to the Regional Vice President and join a dedicated team of sales professionals who are full of energy, enthusiasm and are highly driven to succeed.

Responsibilities:

The Client Relationship Manager (CRM) position will focus on engaging, building and strengthening their region's existing client base.

  • Build and maintain long-term relationships with clients and key personnel
  • Manage the day-to-day operations and servicing of group retirement plan clients
  • On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks
  • Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner
  • Meet with clients (board members, committees, and C-suite executives) to conduct plan review meetings
  • Manage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.)
  • Coordinate plan support services (audit support, 5500's, NDT testing) with home office to ensure services are delivered timely and accurately
  • Engage in client retention and growth objectives within assigned book of clients
  • Seek opportunities for client service model enhancements and identify opportunities for increasing plan contributions (payroll integration, plan design enhancements, etc.)
  • Work closely within the regional team (Regional Officer, Group Account and Participant Account Representatives) to coordinate appropriate delivery of MOA services
  • Work with plan sponsor and Participant Account Representative to design participant education campaigns
  • Conduct group education presentations, enrollment presentations, and participant 1:1 meeting to the employees of a client when needed (when participant account representative is unavailable)
  • Leverage existing client relationships for new opportunities within the region
  • Attend client events (with regional team) to enhance relationship
  • Salesforce upkeep (input client contact data, update plan information, manage client tasks).

    Required Qualifications:

  • Excellent business writing, presentation, and public speaking skills
  • Comfortable presenting in front of groups & C-suite executives
  • Client relationship management experience
  • Ability to handle pressure, prioritize, and multitask during a business day
  • Ability to work flexible hours
  • Active FINRA Series 6, 63 and SIE or must obtain within the first 90 days of employment
  • Active State Life and Health Insurance License (in all states covered) required or obtained within 90 days of employment
  • Valid driver's license

    Preferred Qualifications:

  • Bachelor's Degree
  • Prior work experience in group retirement plan industry
  • Knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design, investment monitoring, plan administration, compliance testing and enhanced understanding of retirement plan rules & regulations.

    What we offer you:

  • Company 401K match (3%)
  • Comprehensive Health Plan; Medical, Dental, Vision and Life Insurance (effective day one of employment)
  • Car Reimbursement program (monthly stipend plus mileage reimbursement)
  • Paid time off: 18 vacations days, plus 9 to 10 company holidays and 5 sick days (or as required by state law)
  • Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations
  • Short-term and long-term disability

    Visitwww.mutualofamerica.com/careersfor additional details about life at Mutual of America. You can also follow us onTwitter:@mutualofamerica -Facebook:@mutualofamerica

    Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Keywords: Mutual of America, New Orleans , Client Relationship Manager, Executive , Metairie, Louisiana

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