Retirement Plan Analyst – Client Impact & Enrollment

Marsh McLennan Agency; San Diego (CA); On-site; USD 41,000 - 77,000; Full time

Job summary

Marsh McLennan Agency in San Diego, CA is seeking a specialist to support Client Executives in the Retirement Services Division, assisting with employer-sponsored retirement plans and transfers, pricing, and proposals.

You will maintain Salesforce CRM, help prepare enrollment materials, coordinate with carriers, and participate in open enrollment meetings, with base salary range $41,200 to $76,800 and eligibility for incentives.

Responsibilities

• Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.
• Prepare administration pricing of accounts.
• Analyze proposals, inclusive of costs and benefits.
• Review with Client Executives, Principals and/or Client Managers the results of the bidding process.
• Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.
• Maintain and organize the customer relationship management system, Salesforce.
• Track Plan Transfers and Broker of Record changes.
• Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers.
• Accompany Client Executives, Principals and/or Client Managers on off-site presentations.
• Prepare and coordinate announcement material for enrollment process on sold or transferred business.
• Work with Carrier Representatives to coordinate all activity for a smooth implementation of new plans.
• Conduct employee open enrollment meetings.
• Attend sales meetings as requested.
• Coordinate “Administrative Installation” with plan provider representatives. Accompany the plan provider representative to meetings.
• Prepare files and other records needed for MMA.
• Keep abreast of the marketplace.
• Maintain the professional standards established of MMA when working with clients.
• Share information with Benefit Analysts and others to create a first-rate network of information within the Department
• All other duties as assigned.

Job description

Marsh McLennan Agency in San Diego, CA is seeking a specialist to support Client Executives in the Retirement Services Division, assisting with employer-sponsored retirement plans and transfers, pricing, and proposals.

You will maintain Salesforce CRM, help prepare enrollment materials, coordinate with carriers, and participate in open enrollment meetings, with base salary range $41,200 to $76,800 and eligibility for incentives.