This position is remote and does not require regular in-office presence.

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

Account and Client Management serves as a liaison between the company and internal and external partners. This position is a subject matter expert responsible for completing moderately complex projects including conducting analysis and adjusting processes to solve problems. This position may serve as a resource to other associates using broad business understanding.

What you do

• Evaluate existing client needs and proactively review plan utilization of available services
• 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 and manage at-risk clients, partner with RM's to recommend and execute strategy to maintain clients
• Provide proactive outreach for important plan and client updates, present and lead virtual meetings as needed

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)
• FSRI designation desired
• 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 difficult financial professionals, TPAs and plan sponsors

What We Offer

• Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
• We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.

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. Salary range $56,700 to $90,720/year.