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Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Manages all activities surrounding the procurement, placement and implementation of employer sponsored retirement plans and securities related products. ESSENTIAL DUTIES AND RESPONSIBILITIES Mai
Posted 17 days ago
Supports the Account Executives in the day to day servicing of Energy & Marine related accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Exhibits proven competence in all Assistant Account Manager duties and knowledge requirements; Compiles renewal requests to the clients and completes marketing submissions as directed by the Account Executive; Generates insurance proposals
Posted 1 month ago
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