Retirement Plan Account Executive

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Retirement Plan Account Executive to join our growing team in Uniondale, NY.

Risk Strategies Company Retirement Plan Services seeks an experienced 401(k) / Retirement Plan Account Executive to lead a portfolio of clients. This role requires an understanding of ERISA regulations and fiduciary responsibilities.

How You Will Contribute:

• Manage workflows and communications for retirement plan Trustees and Participants.

• Develop analysis on retirement options and performance.

• Prepare client presentations and reporting.

• Attend client enrollment and ongoing support meetings.

• Serve as primary contact for assigned plan sponsors.

• Act as liaison between plan sponsors and various internal groups.

• Promote customer satisfaction through effective service delivery.

• Ensure prompt and effective response to all plan sponsor inquiries.

• Respond to plan sponsor's requests on a variety of issues, including plan amendments.

• Understand the product, systems, and applicable IRS and DOL regulations.

• Assist with compliance testing.

Skills & Experience to be Successful:

• 2+ years of experience working with or servicing 401(k)s & Retirement plans.

• 4-year Bachelor's Degree.

• Strong attention to detail.

Pay Range

$130,000 - $130,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health

Benefits

• Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial

Benefits

• ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond

Benefits

• Paid Time Off, Holidays, Preferred Partner Discounts and more.

• Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

• Recruiting Vendor Disclosure Statement

• Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

• The Power To Be Yourself

• As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.