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Vice President, Retirement Plan Services, USA
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- Vice President, Retirement Plan Services
- 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.
- Identify profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
- Work with product providers and internal service teams to ensure accurate implementation of retirement plan business.
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