Job Abstract
Consult with USI employee benefit and property & casualty clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform. Responsible for overall relationship management with a focus on client satisfaction and retention. Consult with clients on plan design, provider capabilities, fees, compliance, and product developments. Responsibilities:Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, direct USI cl...
Search Terms: Vice President, Retirement, President, Service, Management