Retirement Plan Account Executive

Brown & Brown Insurance

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

Posted 11/12/2026full-timeGarden City • New York • United StatesJuniorMid-Level💰 $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing retirement plan workflows and communications, ensuring compliance with IRS and DOL regulations, and delivering exceptional client service. Proficient in analyzing retirement options and preparing detailed client presentations.

Highest-signal resume keywords

401(K) Plan ManagementERISA Regulations UnderstandingIRS Compliance KnowledgeDOL Compliance KnowledgeCompliance Testing Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan AnalysisClient ReportingWorkflow ManagementPlan Sponsor LiaisonCustomer Satisfaction Promotion

Soft Skills

Attention to DetailEffective CommunicationCustomer Service Orientation

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Retirement PlansPlan AmendmentsFiduciary Responsibilities

About the role

Key responsibilities & impact

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 requests on issues including plan amendments
Understand the product, systems, and applicable IRS and DOL regulations
Assist with compliance testing

Requirements

What you’ll need

2+ years of experience working with or servicing 401(k)s & Retirement plans
4-year Bachelor's Degree
Strong attention to detail
Understanding of ERISA regulations and fiduciary responsibilities
Understanding of IRS and DOL regulations
Experience or knowledge of compliance testing

Benefits

Comp & perks

Medical/Rx
Dental
Vision
Life Insurance
Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off
Holidays
Preferred Partner Discounts