Sr. Account Manager - Retirement Services TPA

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement ServicesIndustries

Requirements

Candidates should possess an undergraduate degree in sales, marketing, or a related field, along with 8-10 years of experience in administration and the retirement plan space. Preferred licenses and certifications include Series SIE and 6, as well as industry designations. Technical knowledge of administrative tools is also required.

Responsibilities

The Sr. Account Manager will develop and execute multi-year TPA strategic plans to achieve goals, analyzing TPA business to improve customer experience and identify growth opportunities. They will collaborate with internal associates to execute strategies, resolve escalated issues, and maintain customer satisfaction. Responsibilities include owning the account planning process for key firms, building relationships with TPA leaders, collaborating with Marketing on communications and campaigns, and finding opportunities to build brand awareness. The role also involves conducting training on procedures and services, attending conferences, monitoring TPA trends, and managing budgets. They will also expand relationships by uncovering growth opportunities and ensuring alignment with firm acquisitions and needs.

Skills

Relationship Building

Sales Growth

Strategic Planning

Collaboration

Activation Expertise

Client Relationship Management

Technical Training

Retirement Services

Third Party Administration (TPA)

Nationwide

Provides insurance and financial services

About Nationwide

Nationwide provides insurance and financial services to individuals and businesses across the United States. Their product offerings include auto, home, life, and commercial insurance, as well as retirement and investment solutions. The company operates by underwriting insurance policies and managing investment portfolios, earning revenue through premiums, investment income, and fees for financial services. What sets Nationwide apart from its competitors is its focus on leveraging technology to improve claims processing and policy management, along with its commitment to customer service. Additionally, Nationwide partners with organizations to offer financial education resources, particularly for retirees, aiming to ensure financial security and protect the futures of its clients.

Columbus, OhioHeadquarters

1925Year Founded

$769.7MTotal Funding

N/ACompany Stage

Consulting, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

401(k) Retirement Plan

401(k) Company Match

Risks

Competition from insurtech startups like Nexar may challenge Nationwide's market share.

AI-driven platforms like Planck could disrupt traditional insurance models.

Partnerships with AI firms may require significant tech investment and integration efforts.

Differentiation

Nationwide invests in tech-driven platforms like YellowBird and Betterview to enhance services.

Partnership with CLARA Analytics shows Nationwide's focus on AI for operational efficiency.

Collaboration with Funding Circle highlights Nationwide's support for small business growth.

Upsides

Nationwide's $56M loan to Whitestone REIT diversifies its investment portfolio.

Investments in AI and tech platforms could streamline operations and reduce costs.

Supporting small businesses may expand Nationwide's customer base and strengthen relationships.

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