Account Manager II - TPA

At The Standard, you’ll join a team focused on putting our customers first.

Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities.

We offer a caring culture where you can make a real difference, every day.
 
Ready to reach your highest potential? Let’s work together.

Job Summary

An Account Manager is responsible for proactive, consultative relationship management with advisors, third party administrators, plan administrators and employer contacts and seamless daily plan administration for an assigned caseload of retirement plans (401(k), 457, 403(b), Non-qualified, Deferred Compensation, etc.).  This includes excellent external communications and relationship building, maintaining retention numbers related to division goals, driving the overall success and timeliness of assigned plans in accordance with compliance and administrative deadlines, maintaining records on our CRM system and work coordination amongst the functional teams and relationship manager partners.

This position has a focus on TPA expertise.

PRINCIPAL ACCOUNTABILITIES / ESSENTIAL FUNCTIONS

• 40% Accountable for client retention, satisfaction and loyalty.  Responsible for providing overall exceptional customer experience to assigned clients/advisors who have retained The Standard for retirement plans services.  Impart a strong customer service viewpoint and present effectively tailored communications with a variety of external partners.  Provide technical assistance and on-going support and knowledge to clients and advisors to assist them in successfully managing their plan on the Standard’s recordkeeping and web-based systems.  Possess excellent written, verbal and in-person communication skills.  Build strong relationships with internal partners.  Instill, maintain and restore trust as needed along with proactive escalation and communication on all plans assigned which are at risk of not following timelines or meeting deliverable dates.  Must provide heightened proactive and excellent service to plans identified as “at-risk”.  Maintain plan and relationship specific information on our Customer Relationship Management tool.

• 60% Oversee annual and operational activities related to assigned plans, including accurate and timely communication and organization.  Understand the systems, recordkeeping platform and custodial differences available to clients. Must have knowledge of internal policies and procedures and ability to navigate who does what on the functional teams in order to efficiently manage client requests and work.  Proficient in retirement plans technical knowledge, plan design, impact of amendments, compliance and related activities.  Able to organize multiple tasks and priorities effectively using the workflow tool, CRM, and managing communications via Outlook and telephone.  Successfully administers all tasks on block of business.

Skills and Background You’ll Need

• Experience:   

  • AM I – relevant professional experience preferably within the defined contribution/financial services industry

  • AM II 2 - 4 years a client-facing role working with defined contribution plan administration including:  implementation activities, plan document design, client relationship management, consulting, asset transfer and reconciliation including SOX notification, experience with various plan types, investments, and federal pension regulations.

• Education:   Bachelor’s degree in related field or an equivalent combination of education and/or relevant experience.  

• Professional certification:  ASPPA CPC, QKA, QPA or NIPA (APA) (APR) preferred or in progress.

Key Behaviors of a Successful Candidate

• Customer Focus:  Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations.

• Driving Success:  Acts with urgency, pursues ambitious goals and shows resilience in the face of obstacles and setbacks

• Improvement Mindset:  Continually seeks new ways to create business/ customer value by identifying and implementing opportunities for improved efficiency, effectiveness and innovation.

Why Join the Standard?

We have built an enduring legacy of stability, innovation and financial strength thanks to the contributions of the talented, creative and compassionate people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including a 401(k) plan with matching company contributions

• An annual incentive bonus plan 

• Generous paid time off

• A supportive and responsive management approach

• Opportunities for career growth and advancement  

• Paid time off to volunteer 

• An employee giving program that double matches your donations to eligible nonprofits and schools

• Much more!

#LI-REMOTE

Please note - the salary range for this role is listed below. In addition to salary, our package includes incentive plan participation and comprehensive benefits including medical, dental, vision and retirement benefits, as well as an initial PTO accrual of 164 hours per year. Employees also receive 11 paid holidays and 2 wellness days per year.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.

Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.