Remote Retirement Plan Account Manager

Marsh

Schaumburg (IL)

Hybrid

USD 63,000 - 118,000

Full time

5 days ago
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Benefits offered by this job

Medical, dental, vision benefits
Work from home flexibility
Paid time off (20 days)
Volunteer day off
Charitable donation matching
Wellness rewards
Coffee and beverages

Job summary

Marsh McLennan Agency Midwest is seeking an Account Manager for Retirement Services to manage a book of business, deliver client services, and collaborate with stakeholders on plan design and compliance. You will educate participants and mentor junior staff while partnering with the recordkeeper to ensure smooth onboarding and ongoing service.

The role offers a hybrid work setup with exposure to growth opportunities, industry-leading culture, and ongoing professional development within MMA

Qualifications

  • Experience with employer-sponsored retirement plans and client service.

Responsibilities

  • Manage a book of Retirement Services clients and service deliverables.

Skills

Retirement plan knowledge
Client relationship management
Regulatory compliance
Education & training
Communication

Education

BS/BA in Business or related field
FINRA Series 65
SIE exam
Series 6/7
Series 63 or 66
Life/Health License in residence
Industry designations (CRPS, AIF, CPFA)

Job description

Marsh McLennan Agency Midwest is seeking an Account Manager for Retirement Services to manage a book of business, deliver client services, and collaborate with stakeholders on plan design and compliance. You will educate participants and mentor junior staff while partnering with the recordkeeper to ensure smooth onboarding and ongoing service.

The role offers a hybrid work setup with exposure to growth opportunities, industry-leading culture, and ongoing professional development within MMA

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