Retirement Plan Client Champion

Marsh McLennan; San Diego (CA); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K savings

Employee assistance programs

Job summary

Marsh McLennan is seeking a Client Manager to provide expert advice and service for retirement plan clients. You will retain existing business and help develop new opportunities within assigned accounts, guiding under the Client Executive to prepare renewals, enrollments and new business presentations.

You will review contracts, plan documents, and ensure compliance with regulations while maintaining strong relationships with carriers and clients.

Qualifications

• Must possess a strong understanding of Qualified Retirement plan benefits and providers.
• 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.

Responsibilities

• Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in various areas including reviewing contracts and plan documents for accuracy and ensuring timely delivery.
• Assist to ensure client compliance with annual plan testing and coordinate form 5500 filing procedures as applicable.
• Work closely with carrier representatives and Client Service Teams to ensure smooth implementation of new retirement plans.
• Establish and maintain effective relationships with carriers, clients and Client Service Teams.
• Guide and mentor Retirement Analyst to prepare materials for new business presentations, renewals and open enrollment meetings.
• Explain client needs and concerns focusing on plan designs and recommendations, review renewals and enrollment materials for accuracy and compliance.
• Maintain client files in the Agency Management System and meet MMA standards.
• Develop analytical, customer service and communication skills to perform as a Client Executive Service.

Education

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

Tools

Microsoft Word, Excel and PowerPoint

Job description

Marsh McLennan is seeking a Client Manager to provide expert advice and service for retirement plan clients. You will retain existing business and help develop new opportunities within assigned accounts, guiding under the Client Executive to prepare renewals, enrollments and new business presentations.

You will review contracts, plan documents, and ensure compliance with regulations while maintaining strong relationships with carriers and clients.