About the role
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 www.alliant.com.
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
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Originally posted on Himalayas