Lead Assoc 401K Retirement Plan Account Mgr

Experience level Experienced Hire
Job details sector Life & Savings Insurance
Serves as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans. Acts as liaison between plan sponsors and various internal groups. Promotes customer satisfaction through effective service delivery. Ensures prompt and effective response to all plan sponsor inquiries. Responds to plan sponsor's requests on a variety of issues, including plan amendments. Demonstrates a full understanding of the plan sponsor and their plan, the administration of the plan, the client's sensitivities, needs, and objectives. Understands the product, systems, and applicable IRS and DOL regulations. Assists with compliance testing.
May also provide case resolution services such as review, investigate, analyze and recommend resolution to complex service inquires including customer complaints in accordance with regulatory agency (SEC, NASD, and State Insurance Dept.) guidelines, legal requirements as required. Communicate with clients, management, and legal counsel on potentially litigious situations.
ASPPA Retirement Plan Fundamentals coursework preferred.


College graduate (Bachelor's degree) or equivalent combination of education and work experience.
Strong background in 401K plan service or administration required.
Strong analytical and organizational skills with attention to detail.
Good communicator with effective professional presence and interpersonal skills.
Ability to perform under pressure and under tight deadlines.
Able to work independently.
Ability to manage multiple assignments effectively.
Working knowledge and experience with Word, Excel, Access and software systems.
Maintain a positive, problem-solving approach and spirit of cooperation in a team environment.
Strong decision making and problem solving skills
ASPPA Retirement Plan Fundamentals required within 6 months




We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.
NOTE: AXA participates in the E-Verify program.

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.
In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.