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Account Manager, Senior

Company: Allied Solutions
Location: Saint Paul
Posted on: April 9, 2021

Job Description:

Securian Financial Groups internal position title is Customer Operations Sr Analyst. Position Summary: Manage all home office servicing aspects of Retirement Solutions' relationship with our large- and mid-market, full-service retirement clients.-- Responsibilities include but not limited to:

  • Serve as the primary day-to-day client servicing representative and collaborates with the Relationship Manager on assigned clients to establish and maintain a partnership with the plan sponsor and their associates.--
  • Complete and/or monitor plan administrative-related work, delegates certain sponsor servicing related work and maintains an awareness of recordkeeping/financial/other work performed by other Retirement Solutions units for assigned clients, meeting deadlines and ensuring exceptional results for the client.
  • Ensures that all clients are operating in compliance with their plan documents with regard to both existing and new IRS/DOL regulations.
  • Understands and educates clients on Retirement Solutions products and service offerings, including how those products/services impact the plan and potentially increase assets. Qualifications:
    • Verbal communication and interpersonal skills in order to handle stressful communication situations with professionalism and explain complex issues to clients, field, home office associates, and other plan contacts as required (i.e. auditor, accountant, etc.).--
    • Written communication skills that thoroughly and professionally convey complex issues in an easily understandable manner.
    • Problem solving and analytical aptitude skills required to interpret plan documents, IRS/DOL regulations and resolve complex issues.
    • Knowledge of defined contribution plan types in order to service numerous clients and various Securian Retirement products.--
    • Ability to perform compliance tests, IRS reports (Form 5500), analyze test and reporting results and consult with clients to make changes necessary for regulatory compliance.
    • Knowledge of defined benefit plans is needed to analyze and explain the results of combined tests.
    • Knowledge of various other plan types (non-qualified, cash balance, SIMPLE, etc.) to aid in plan sponsor education and decision-making.
    • Strong knowledge of PC based applications such as Microsoft Word, Excel, Adobe Acrobat, Lotus Notes databases, Outlook and others.--
    • Effective decision-making ability to respond appropriately and in a timely manner to client and department needs.
    • Ability to work in a team environment in which individuals work closely and rely on one another to successfully meet unit and IRS/DOL imposed deadlines.
    • Demonstrated ability to adapt and be flexible to work in a highly regulated, constantly changing, and fast-paced environment.
    • Demonstrated ability to work independently, prioritize heavy workloads while meeting service deadlines and maintaining a team-focused environment. Securian Financial has been around for nearly 140 years. We're committed to giving back to our community, donating 15,000 employee volunteer hours this past year. We also provide extensive resources to our employees for professional development and growth and a number of diverse professional and social opportunities throughout the company. There's a reason our employees have voted us as a best place to work year after year! In addition:
      • Generous paid time off. We want you to take time off for whatever matters most to you!
      • Tuition reimbursement program. We value continuous learning at Securian!
      • Company-funded pension plan as well as 401K retirement plan - great resources to secure your financial future.
      • Continuous opportunities for new challenges.
      • Variety of health plan options as well as dental and vision plans.
      • Paid maternity/paternity leaves. Physical job requirements:
        • Ability to utilize keyboard, mouse and computer for up to 8 hours per day
        • Ability to work at least 40 hours per week
        • Ability to utilize telephone for 4-6 hours per day
        • Ability to perform grasping tasks 4-6 hours per day (examples: handwriting, grasping of equipment/machines, paper manipulation, sorting, folding, handling stacks of paper) The physical job requirements described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of jobs. As a full-time associate, you will be eligible for the full range of Company benefits which include life insurance, medical and dental coverage, retirement plan, profit sharing plan, paid vacation and personal time, flexible spending accounts (use of pretax dollars for dependent care, dental and medical expenses not covered under your medical plan), etc. Securian Financial Group, Inc. does not discriminate based on race, color, creed, religion, national origin, sex, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance, status in a local human rights commission, or any other status or condition protected by local, state or federal law. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by telephone 651-665-5522 (voice), 711 (telecommunications relay), or by email at EmployeeRelations@securian.com. To view our privacy statement click here When you're a Securian Financial employee, you're part of a hard-working, high-performing, bright-thinking, make-things-happen family. One that sees your potential on day one, challenging you to grow your unique strengths as you create a career filled with opportunity, collaboration and meaning. One where you get the support and flexibility to become the person you want to be, at work and outside of it. For our newest team members and our most tenured, we're committed to being an employer of choice.

Keywords: Allied Solutions, St. Paul , Account Manager, Senior, Executive , Saint Paul, Minnesota

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