Senior Account Manager
CurrentAs an Account Manager for Assurance Financial Services, Ltd. (AFS), (a wholly-owned subsidiary of Assurance), I manage a portion of our team's client base with over 10 years of experience. This involves acting as a liaison between the client and their retirement plan providers, and making sure our clients are in-the-know when it comes to important legislative updates, compliance deadlines and best-practices. My responsibilities include providing insight and guidance on retirement plan questions, managing plan transitions/implementations and handling compliance issues. My ability to educate and communicate with clients and plan participants is integral to the success of their retirement plans and overall relationship with AFS. One of my main focuses is to generate efficient and resourcefully designed retirement plans. Assurance is among the largest and most awarded independent insurance brokeragesin the U.S. A “Top 50” broker and repeated national “Best Place to Work” winner,Assurance creates value by minimizing risk and maximizing health for 6,000businesses and individuals across the country. The company is headquartered inSchaumburg, IL with centralized office locations in Chicago, IL and St. Louis, MO.Visit Assurance at www.assuranceagency.com.
