Client Manager - Retirement Services

Marsh McLennan Agency; Irvine (CA); On-site; USD 79,000 - 126,000; Full time

Job summary

Marsh McLennan Agency in Irvine, CA is seeking a Client Manager to provide advice and service, leveraging industry knowledge to meet client needs and resolve issues. The role focuses on client retention and new business development within assigned accounts, with occasional duties as a Client Executive Service for select clients to oversee renewal and new business presentations.

The base salary range is $79,000 to $126,200, with potential incentives and a comprehensive benefits package as part of

Qualifications

• Solid client service experience within an agency or brokerage.
• Ability to review contracts and plan documents for accuracy.
• Experience supporting retirement plan renewals and open enrollment materials.

Responsibilities

• Act as initial contact for Clients and Carriers on the Client Service Team.
• Review contracts, plan documents, and other legal materials for accuracy.
• Support compliance with annual plan testing and Form 5500 filings.
• Coordinate with carriers and client service teams for new retirement plans.
• Maintain client files in the Agency Management System.

Skills

Client relationship management

Retention strategies

Renewal processes

Communication skills

Industry knowledge

Tools

Agency Management System

Job description

The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers are responsible for retention of existing business and the development of new business within assigned accounts. This position may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.

ESSENTIAL DUTIES & RESPONSIBILITIE

• Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas:
• Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner
• Assist to ensure client compliance with annual plan testing and coordinate form 5500 filing procedures as applicable.
• Work closely with and instruct carrier representatives and Client Service Teams to ensure smooth implementation of new retirement plans.
• Establish and consistently maintain effective and positive working relationships with carriers, clients and Client Service Teams.
• Guide and mentor Retirement Analyst throughout the process of gathering Client census and retirement plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
• Explain client needs and concerns focusing on how various plan designs and recommendations address those issues.
• Review renewals, new business presentations, and enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance.
• Ensure that client files and documentation are maintained in the Agency Management System according to policy and procedures, and consistent with MMA professional standards.

WORK ENVIRONMENT & PHYSICAL DEMANDS

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment.
• Travel to client sites is required. Usually within driving distance, but occasionally consists overnight stays out of town.
• Extended work hours (10 – 12 hrs/day) required on occasion due to attendance and participation at networking and industry functions that begin well before the workday, and may extend well into the evening.

The applicable base salary range for this role is $79,000 to $126,200. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.