Manages a team of TAG Account Managers and Account Specialists providing service to retirement plan sponsors, advisors and TPAs in the mid-market. May oversee Account Management supervisors.
Requirements
- Leading a team of Supervisors that lead Account Managers within TAG retirement operations
- Set the service strategy and establish service standards
- Resolve escalated issues and create processes to drive customer satisfaction
- Approve P&L and reversals
- Direct team activities to complete assigned functions
- Establish team goals, objectives and priorities in alignment with department goals
- Build proactive relationships with internal and external customers
- Partner with other teams to resolve escalated issues, client complaints and processing errors
- Serve as a subject matter expert assigned functions, internal recordkeeping, and workflow systems
- Develop and implement process efficiencies and improvements
- Evaluate team performance and make compensation recommendations
- Participate in sales and retention meetings as needed
- Actively recruit, train, coach and mentor employees
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
