Higginbotham ยท 11 hours ago
Retirement Plan Services Account Manager
Houston, TX
Full-time
Onsite
New Grad, Entry LevelHigginbotham is a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide. They are seeking a motivated individual for the Retirement Plan Services Account Manager position, which involves providing exceptional services to clients and gaining valuable experience with financial markets and client services.
Insurance
Responsibilities
Operating Investment Reporting Software to create Plan Review Reports
Assisting in the creation and construction of materials for presentation to clients
Assisting in tracking of important plan deadlines
Assist in developing and maintaining strong relationships with clients and partners
Developing an understanding of retirement plan industry
Developing a basic understanding of plan design and compliance
Work with our partnering service providers on service enhancements and product developments to meet the needs of our clients
Qualification
Required
Business Degree or equivalent work experience
Must have your Series 65 license
Preferred
Prior experience in the retirement plan industry and/or the field of finance/investments
Benefits
Medical, dental, vision, prescription drug coverage
401K
Equity incentive plan
Multiple supplemental benefits for physical, emotional, and financial wellbeing
Employee Wellness Program
Company paid holidays
PTO
Company
Higginbotham
Higginbotham is a provider of insurance brokerage services to businesses and individuals.
Founded in 1948
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Rusty Reid
Chairman, President & CEO
Andrew Reutter
Chief Financial Officer & Chief Operating Officer
Recent News
2025-12-16
2025-12-10
2025-10-09
Company data provided by crunchbase