Relationship Manager

USI Insurance Services; United States; On-site; USD 80,000 - 95,000; Full time

Job summary

USI Insurance Services is seeking a retirement plan consultant to service mid-market DCC clients, advise on fiduciary oversight, plan design, and compliance, and lead client projects.

Collaborate with Consulting Solutions, Sales, Investment Advisory and Legal teams; review plan fees, negotiate with recordkeepers, and mentor teammates; travel up to 15%.

Qualifications

• 3–5 years of retirement plan experience.
• Bachelor’s degree in math or business preferred.
• ASPPA QKA certificate preferred.

Responsibilities

• Provide proactive, personalized support to assigned mid-market DCC clients.
• Coordinate delivery of periodic 401(k) Committee meetings.
• Maintain service calls with clients and recordkeepers; facilitate compliant plan operations.
• Review documents and service agreements; ensure solutions meet compliance and operational requirements.
• Lead client projects and ensure timely completion.
• Review plan fees and recommend changes to Practice Leaders as needed.
• With leadership support, deliver and secure fee changes with clients; negotiate with recordkeepers.
• Answer client questions regarding plan operations, compliance, fees, and investments.
• Participate in sales finals presentations and support the sales process; rebid RFPs.
• Collaborate with Consulting Solutions, Sales, Investment Advisory, and Legal teams to serve clients.
• Mentor/train junior team members; oversee work of team members.
• Review and improve processes to enhance efficiency and client results.

Skills

Retirement experience

Communication skills

Customer service

Detail oriented

Education

Bachelor’s degree in math or business

Tools

Microsoft Office

Job description

General Description

Responsible for day-to-day servicing, client satisfaction, and retention of DCC investment advisory clients. Consult with clients on fiduciary oversight, industry trends, compliance, plan design, and operational processes. Provide guidance on service enhancements and product developments availability.

Responsibilities

• Provide proactive, personalized support to assigned mid-market DCC clients.
• Coordinate delivery of periodic 401(k) Committee meetings.
• Maintain service calls with clients and recordkeepers. Facilitate efficient and compliant plan operations.
• Review documents and service agreements on behalf of clients. Includes understanding client needs and engaging resources/solutions to meet those needs. Ensure solutions meet compliance and operational requirements.
• Lead client projects and ensure timely completion.
• Review plan fees and make recommendations to Practice Leaders for changes as needed.
• With support of leadership, deliver and secure fee changes with clients. Includes negotiating with recordkeepers for services and/or fee concessions.
• Answer client questions regarding plan operations, compliance, fees, and investments.
• Participate in sales finals presentations and support the sales process. Rebid RFPs.
• Collaborate with Consulting Solutions, Sales, Investment Advisory, and Legal teams to serve clients.
• Mentor/train less experienced team members. Oversee work of team members assisting with their assigned clients.
• Review and improve processes to ensure operational efficiency and optimal results for internal and external clients.

Knowledge, Skills and Abilities

• 3-5 years of retirement experience.
• Bachelor’s degree in math or business preferred, or equivalent work experience.
• ASPPA Qualified 401(k) Administrator (QKA) certificate preferred.
• Working knowledge of the operation, design, and regulations governing DC plans.
• Self-motivated and detail oriented.
• Comfortable with internet-based programs and Microsoft Office products.
• Problem-solving ability.
• Strong verbal and written communication and customer service skills.
• Ability to work in a team environment and adapt to new or changing circumstances.
• May include up to 15% travel.

Why USI?

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

Annual salary range is $80,000 - $95,000. plus potential compensation incentives