This position is remote (USA) and does not require regular in-office presence.
The Account and Client Management supports a portfolio of defined contribution retirement plans (401(k), 403(b), 457) and serves as the primary point of contact for plan sponsors, financial professionals, and TPAs. This position is a subject matter expert responsible for delivering proactive service and strategic support to ensure client satisfaction, retention, and profitability. Collaborate cross-functionally to resolve complex issues, lead client meetings, and drive continuous improvement initiatives. Maintain deep knowledge of retirement plan operations, support internal projects, and mentor new team members.
What you do
- Manage caseload of defined contribution plans (including 401(k), 403(b) and 457 plans) ranging from $3 million to over $100 million in assets.
- Build and maintain strong, proactive relationships with retirement plan sponsors, financial professionals, TPAs, and internal teams to ensure client satisfaction, retention, and profitability—while independently providing daily support and aligning services with client expectations.
- Act as liaison between clients, TPAs, financial professionals, and Ameritas.
- Perform research in problematic situations and use analytical skills to resolve. Coordinate with the manager to research issues and negotiate problem resolution.
- Follow through on inquiries and initiate correspondence with clients and external parties.
- Maintain working knowledge of 401(k), 403(b), and governmental plan provisions.
- General knowledge of recordkeeping systems, functional operations, and internal applications.
- Exploring, participating in and leading organizational and client projects and initiatives; recognize and communicate possible improvements to management.
- Develop and implement strategies to strengthen satisfaction, loyalty, and reliability.
- Demonstrate effective service recovery with minimal escalations.
- Responsible for keeping records, account updates, and outgoing mail to clients
- Identify at-risk clients and collaborate with RM’s and internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues.
- Lead effective/strategic client meetings and provide proactive outreach for important plan and client updates, present and lead virtual meetings as needed.
- Assist with mentoring new account managers.
What you bring
- Bachelor's Degree or equivalent experience Business, Communication, or related field required
- 1-3 years Relevant Experience in Retirement Plans and customer service experience required
- Retirement Plan Fundamental (RPF) Certificate required (can be obtained after entering role)
- QKA designation desired (can be obtained after entering role)
- Proficiency with Microsoft Office applications, retirement plans, and Client Relationship Management (CRM) systems required
- Excellent virtual meeting and presentation skills required
- Ability to actively engage with financial professionals, TPAs and plan sponsors
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:
Ameritas Benefits
For your money:
- 401(k) Retirement Plan with company match and quarterly contribution
- Tuition Reimbursement and Assistance
- Incentive Program Bonuses
- Competitive Pay
For your time:
- Flexible Hybrid work
- Thrive Days - Personal time off
- Paid time off (PTO)
For your health and well-being:
- Health Benefits: Medical, Dental, Vision
- Health Savings Account (HSA) with employer contribution
- Well-being programs with financial rewards
- Employee assistance program (EAP)
For your professional growth:
- Professional development programs
- Leadership development programs
- Employee resource groups
- StrengthsFinder Program
For your community:
- Matching donations program
- Paid volunteer time– 8 hours per month
For your family:
- Generous paid maternity leave and paternity leave
- Fertility, surrogacy and adoption assistance
- Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline
This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.