DIETRICH, a leading national pension risk transfer company specializing in providing insured institutional solutions to plan sponsors interested in transferring risk from their retirement plans, has hired a Client Relationship Manager to join their versatile team of professionals.
Robert Daly has joined the team as a Client Relationship Manager to service the retiree medical and group benefits division in addition to pension risk transfer clients. Bob, a Princeton graduate with 20 years of account management and business development experience is a welcome addition to the growing team. Prior to joining DIETRICH, Bob spent over a decade with Independence Blue Cross, serving large employer groups in the Philadelphia area. While with Rumson Capital, Bob managed relationships for life settlement transactions. Most recently, he has worked within the healthcare provider and advocacy industry. “Bob’s extensive background, knowledge and personability when connecting with clients is where we saw great value for DIETRICH. Our customer service focus in all areas of our business is something we always receive great feedback from, and we want to continue that 40 year tradition with our newest hires. His motivation, communication and excellent follow up also demonstrated what a valuable team member Bob would be” says Executive Vice President, Geoff Dietrich. Bob will work directly with plan sponsors and intermediaries to provide retiree medical plan solutions in addition to pension plan risk advisory and insured retirement solutions to promote the financial health and effectiveness of retirement plan sponsors, the plans they manage and the retirements they support through education, objective advice and access to institutional solutions. “