Remote-Eligible Retirement Services Account Manager

Marsh McLennan Agency; Schaumburg (IL); Hybrid; USD 63,200 - 117,900; Full time

Benefits offered by this job

Medical, dental, vision benefits

20 days paid time off

Wellness rewards up to $750

Job summary

Marsh McLennan Agency in Schaumburg is seeking an Account Manager for Retirement Services. The ideal candidate will manage projects and client deliverables, ensure compliance with retirement plans, and build strong client relationships. This role offers significant career growth with training and mentoring opportunities. Benefits include medical, dental, vision, and generous paid time off. The salary range is from $63,200 to $117,900, depending on experience and qualifications.

Qualifications

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

Responsibilities

• Execute projects and client service deliverables for Retirement Services clients.
• Communicate effectively with retirement plan participants and lead educational sessions.
• Mentor Client Service Representatives and enhance team efficiencies.

Skills

Knowledge of employer-sponsored retirement plans

Client relationship management

Time management

Team collaboration

Education

BS/BA in Business or related field

Job description

Marsh McLennan Agency in Schaumburg is seeking an Account Manager for Retirement Services. The ideal candidate will manage projects and client deliverables, ensure compliance with retirement plans, and build strong client relationships. This role offers significant career growth with training and mentoring opportunities. Benefits include medical, dental, vision, and generous paid time off. The salary range is from $63,200 to $117,900, depending on experience and qualifications.