Client Manager - Retirement Services

ООО «ХАГЕМАЕР ГРУПП»; San Diego (CA); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K and retirement programs

Employee assistance programs

Job summary

MMA West in San Diego seeks a Client Manager to serve as the initial contact for clients and carriers, reviewing retirement plan documents and ensuring timely delivery. You will guide plan implementations and support annual testing and 5500 filings.

The role requires a 3-5 year track record in corporate retirement plan service, a bachelor’s degree, and relevant FINRA designations. California life/disability licensing is required or to be obtained.

Qualifications

• 3-5 years of experience providing corporate retirement plan service
• Bachelor degree strongly preferred plus financial/benefits industry designation
• FINRA Series 63 & 7 required; Series 65/66 preferred or willingness to achieve within 12 months
• AIF designation or willingness to achieve within 12 months
• Strong communication skills and ability to explain technical matters clearly
• Life and Disability License in California or ability to obtain and maintain

Responsibilities

• Act as initial point of contact for Clients, Carriers and others on the Client Service Team
• Review contracts, plan documents, SPD and other documents for accuracy and timely delivery
• Assist to ensure client compliance with annual plan testing and 5500 filing procedures
• Work with carrier reps and Client Service Teams to implement retirement plans
• Maintain effective relationships with carriers, clients and Client Service Teams
• Present financial measures used to predict plan costs and premiums to Client Service or Sales Executives
• Participate in prospect and renewal meetings to understand client needs and challenges
• Conduct employee enrollment meetings and respond to client questions

Skills

Financial analysis

Communication

Office software

Regulatory knowledge

Relationship management

Education

Bachelor's degree

FINRA Series 63/7

Series 65/66 preferred

AIF designation

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Essential Duties & Responsibilities

• 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.
• Develop analytical, customer service and communication skills needed to perform as a Client Executive Service.
• Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates.
• Under the guidance of the Client Executive Service, participate in prospect and renewal meetings to learn client needs, challenges and concerns.
• Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the ultimate goal being to take on these responsibilities.
• Conduct employee enrollment meetings to communicate retirement plan options.
• Respond to and resolve routine issues the client may encounter regarding receipt of retirement services and plan questions.
• Keep Client Executive Service apprised of potential E&O concerns and client dissatisfaction.
• Strategize with Client Executive Service to develop possible resolutions and proactive solutions to avoid continued or future problems.

Education and/or Experience

Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions. This position interacts with and provides service to a large group of internal associates and has high levels of contact with external vendors. The Client Manager must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:

Must possess a strong understanding of Qualified Retirement plan benefits and providers such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 3-5 years of experience providing corporate retirement plan service while at a brokerage firm or provider.

Bachelor degree strongly preferred plus at least one recognized financial/benefits industry designation.

FINRA Series 63 & 7. Series 65/66 preferred or willingness to achieve within 12 months of date of hire.

AIF designation or willingness to achieve within 12 months of date of hire.

Strong financial analysis technical knowledge and understanding of various investment and group retirement plans, federal and state legislation.

Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.

Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements.

Maintain a valid driver's license and dependable transportation.

Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas.

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.

#MMAwest#MMAEHB#LI-DNI

Compensation and Benefits

The applicable base salary range for this role is $64,700 to $120,400. 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
• employee assistance programs