Sentinel Group

The Account Manager is responsible for developing and maintaining professional relationships with clients while administering various reimbursement accounts. They will lead client meetings, manage service-level agreements, and resolve escalated issues through the company's ticketing system.

The role focuses on developing new business by identifying prospects and building relationships with Centers of Influence. The advisor provides fiduciary guidance to Plan Sponsors regarding DC plan management, compliance, and investment strategies.

Manage a book of clients by overseeing retirement plan administration, recordkeeping, and annual compliance testing. Serve as the primary point of contact to provide proactive service and translate technical retirement concepts into practical guidance.

Act as the primary point of contact for client inquiries regarding employee benefits such as 401(k), FSA, and COBRA. Resolve participant requests using industry knowledge and internal systems while collaborating with various internal departments.