1 Account Representative Job in Galveston, TX
American National Family of Companies is Hiring an Account Representative Near Galveston, TX
Job Posting
The Account Representative will be responsible for providing qualified plan administration to fee for service clients.
What you will do:
- Prepare qualified plan documents and amendments in accordance with intent of plan sponsor, as well as any related participant communication and disclosures. Document must be in compliance with Internal Revenue Code and Regulations
- Responsible for inputting plan data into the Relius Administration system, which includes the interpretation of the plan document.
- Responsible for setting up website access, which includes setting up the plan for the Plan Sponsor Web’s Data Validation Center
- Under supervision, prepare valuation reports (including determination of employee eligibility, reconciliation of salary deferral contributions, calculation/allocations of pro-rata employer contributions/forfeitures) for plans requiring minimal testing and /or staying within a “safe harbor” framework.
- Under supervision, responsible for the completion of the annual governmental filing as required by the Internal Revenue Service and Department of Labor
- Under supervision, responsible for communication with plan sponsors and/or agents concerning understanding of plan document provisions, administration of the plan and the Internal Revenue Service and Department of Labor regulations as they relate to the operation of the plan.
- Responsible for maintaining current knowledge of pension administration software which includes following department procedures.
- Responsible for assisting with department projects as assigned.
QUALIFICATIONS:
- Up to two years of qualified plan administration experience (or equivalent experience)
- Must complete the American Society of Pension Professionals and Actuaries (ASPPA) IRP and RPF within three years of employment.
- Strong aptitude for customer service
- Must have excellent verbal and written communication skills.
- Sound mathematical background and computer skills
- Ability to problem solve.
- Ability to analyze data and make decisions.
American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.
American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.
Hiring Practices
The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.
American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team.
American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
Nearest Major Market: Galveston
Nearest Secondary Market: Houston
Job Segment: Sales Rep, Customer Service Representative, Testing, Social Media, Banking, Sales, Customer Service, Technology, Marketing, Finance
Job Summary
Full Time
$49k-63k (estimate)
03/09/2024
06/05/2024
The job skills required for Account Representative include Customer Service, Products and Services, Futures, Written Communication, Teamwork, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be an Account Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Account Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Account Representative positions, which can be used as a reference in future career path planning. As an Account Representative, it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account Representative. You can explore the career advancement for an Account Representative below and select your interested title to get hiring information.
If you are interested in becoming an Account Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Account Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Account Representative job description and responsibilities
Account representatives are often responsible for nearly all aspects of maintaining long-lasting client relationships.
12/11/2021: Alexandria, LA
Account representatives must also keep strict financial records of every sales transaction.
12/10/2021: Burlington, VT
Account representatives need to have good communication skills to make successful sales.
01/18/2022: Honolulu, HI
Account representatives must build relationships with clients to maintain their account and continue to sell renewals or additional products or services.
12/08/2021: Saginaw, MI
Account representative built strong rapport & trust with key stakeholders of wholesale businesses, grocers, chain retailers, fine dining establishments, juice bars, and processors.
12/10/2021: Bremerton, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Account Representative jobs
Account representatives take calls, field questions, and ensure any and all concerns a client might have are addressed by the sales and creative teams.
12/23/2021: Virginia Beach, VA
A typical Account Representative earns the following wages (national and state).
01/02/2022: Des Moines, IA
Reviews from Evantage employees about working as an Account Representative at Evantage.
01/03/2022: Alexandria, LA
Build an optimized Account Representative resume quickly and easily using these skills.
02/16/2022: Kennewick, WA
Don’t worry -- plenty of students have landed strong account representative roles without extensive work experience.
02/22/2022: Racine, WI
Step 3: View the best colleges and universities for Account Representative.
Similar Jobs
Popular Articles
