• Provide best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts to achieve business growth and customer retention. • Develop and manage effective primary relationships with primarily advisors, and channel relationships through frequent contact, proactive touchpoints, proactive phone calls, professional negotiation, responsive communication, and problem resolution. • Provide plan design consulting services as needed. • Act as liaison between home office departments and the customer to initiate plan improvements and resolve issues. • Drive client retention by providing value added information to advisors and delivering information such as plan reviews through virtual meetings. • Coordinate the installation of assigned new groups with the advisor and plan sponsor and channel relationships.