Account Manager

RSC Insurance Brokerage, Inc.; Uniondale (NY); Hybrid; USD 84,200 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Paid holidays

Job summary

RSC Insurance Brokerage, Inc. in Uniondale is seeking a 401(k)/Retirement Plan Account Manager to lead a portfolio of retirement plans. The role involves managing communication with Trustees and Participants, ensuring compliance with regulations, and developing client presentations.

The ideal candidate must have at least 2 years of experience in this field and a Bachelor's degree. The position is hybrid, requiring onsite presence in New York City 1 to 4 days weekly, and offers a competitive salary between $84,200 and $120,000 annually.

Qualifications

• Minimum of 2 years of experience in servicing 401(k) and retirement plans.
• Strong attention to detail is required.
• Knowledge of ERISA regulations and fiduciary responsibilities is essential.

Responsibilities

• Manage workflows for retirement plan Trustees and Participants.
• Prepare client presentations and reporting.
• Serve as the primary contact for assigned plan sponsors.
• Respond promptly to all plan sponsor inquiries.

Skills

Experience in servicing 401(k) and retirement plans

Attention to detail

Knowledge of ERISA regulations

Ability to manage multiple client portfolios

Education

4‑year Bachelor's degree

Job description

Overview

Hybrid opportunity requiring onsite presence in New York City 1 to 4 days per week. The 401(k)/Retirement Plan Account Manager leads a portfolio of plan sponsors, managing workflow and communications for Trustees and Participants while ensuring compliance with ERISA and fiduciary responsibilities.

Responsibilities

• Manage workflows and communications for retirement plan Trustees and Participants
• Develop analysis on retirement options and performance
• Prepare client presentations and reporting
• Attend client enrollment and ongoing support meetings
• Serve as primary contact for assigned plan sponsors
• Act as liaison between plan sponsors and internal groups
• Promote customer satisfaction through effective service delivery
• Respond promptly and effectively to all plan sponsor inquiries and requests, including plan amendments
• Understand product, systems, and applicable IRS and DOL regulations
• Assist with compliance testing

Qualifications

• 2+ years of experience servicing 401(k) and retirement plans
• 4‑year Bachelor's degree
• Strong attention to detail
• Knowledge of ERISA regulations and fiduciary responsibilities
• Ability to manage multiple client portfolios simultaneously

Compensation

Base pay range: $84,200 – $120,000 annually. Total compensation includes medical, dental, vision, disability, life insurance, retirement savings, paid time off, and paid holidays for eligible employees. Actual base pay may vary based on location, education, and experience.

Equal Opportunity Statement

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic.