Account Manager - Retirement Services

ООО «ХАГЕМАЕР ГРУПП»; Schaumburg (IL); Hybrid; USD 63,000 - 118,000; Full time

Benefits offered by this job

Work from home flexibility

Paid time off (20 days)

Volunteer day off

Wellness rewards

401K & health benefits

Tuition assistance

Gifted coffee and beverages

Job summary

Marsh McLennan Agency Midwest is seeking an Account Manager for Retirement Services to manage a book of business and deliver high-level client service. You will lead educational sessions, liaise with recordkeepers, and collaborate with the Client Services Director to improve team efficiency.

Ideal candidates will have 2+ years in retirement plans, plus FINRA licensing and a business-related degree. We offer a flexible work setup and comprehensive benefits.

Qualifications

• Experience with employer-sponsored retirement plans and client service delivery.
• Ability to communicate plan design and regulatory obligations clearly to clients.
• Onboard clients, manage transitions, and maintain strong relationships with service providers.

Responsibilities

• Manage book of business for Retirement Services clients.
• Communicate plan design and regulatory obligations to clients.
• Onboard clients and manage transitions between recordskeepers.
• Educate employees on plan options through sessions.
• Mentor Client Service Representatives and collaborate with the Client Services Director.

Skills

Retirement plans knowledge

Client relationship management

Regulatory compliance

Educational sessions

Team mentoring

Education

BS/BA in Business or related field

FINRA Licenses: Series 65, SIE, Series 6/7, 63/66

Tools

FINRA Licensing

Job description

About Marsh McLennan Agency Midwest Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

A day in the life. As an Account Manager, you will be responsible for flawlessly executing projects and client service deliverables while managing a book of business for Retirement Services clients. You play a crucial role in client retention by collaborating with various stakeholders to provide customized service and build strong relationships. With a deep understanding of plan design, compliance, and industry best practices, the Account Manager communicates effectively with retirement plan participants and leads educational sessions. Additionally, they mentor Client Service Representatives and work with the Client Services Director to enhance team efficiencies and improvements.

We’d love to meet you if your professional track record includes these skills:

• Leverages knowledge of employer-sponsored retirement plans to communicate plan design, regulatory obligations, and options to clients, ensuring they understand and complete necessary compliance tasks
• Acts as a liaison between clients and recordkeepers to resolve issues, oversees client onboarding, and manages transitions while maintaining strong relationships
• Collaborates with clients on employee education needs and effectively manages time to prioritize client service and meet organizational expectations
• Partners with the recordkeeper/provider service team to manage new business implementation and ongoing client maintenance, while proactively evaluating plan design, staying current on industry trends, and fostering positive relationships with both clients and service providers
• Engages in regular team meetings to discuss accounts and service needs, trains and mentors team members, communicates effectively to support workflow, and fosters strong relationships with colleagues and industry partners while participating in ongoing professional development

These additional qualifications are a plus, but not required to apply:

• 2+ years of Account Manager experience servicing/supporting employer-sponsored retirement plans
• Series 65 obtained upon hire
• BS/BA in Business or related field
• FINRA Licensing: Series 65, Securities Industry Essentials Exam (SIE), Series 6, Series 7, and Series 63 or 66 & good standing with FINRA
• Life/Health License (in state of residence)Industry specific professional designations (e.g. CRPS, AIF, CPFA)

We know there are excellent candidates who might not check all these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

A Great Place to Work. A Great Place to Perk. Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:

• Medical, dental, vision, 401K benefits and more
• The flexibility to work at home or an office, based on your discretion and schedule
• Start with 20 days of paid time off
• A paid day off to volunteer and company-organized volunteer events
• Up to $1,000 per year in matching charitable donations
• Up to $750 per year in wellness rewards
• All the nitro cold brew coffee and sparkling water you can drink
• A company-wide mentality that you can never appreciate your co-workers too much

Who You Are is Who We Are. MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $63,200 to $117,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.