Account Manager - Retirement Services

About the role

MMA Midwest is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services. It is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

Responsibilities

• Flawlessly execute projects and client service deliverables while managing a book of business for Retirement Services clients.
• Collaborate with various stakeholders to provide customized service and build strong relationships.
• Communicate effectively with retirement plan participants and lead educational sessions.
• Mentor Client Service Representatives and work with the Client Services Director to enhance team efficiencies and improvements.
• Manage new business implementation and ongoing client maintenance, proactively evaluate plan design, stay current on industry trends, and foster positive relationships with both clients and service providers.
• Engage in regular team meetings to discuss accounts and service needs, train and mentor team members, communicate effectively to support workflow, and foster strong relationships with colleagues and industry partners while participating in ongoing professional development.

Requirements

• Leverages knowledge of employer-sponsored retirement plans to communicate plan design, regulatory obligations, and options to clients, ensuring they understand and complete necessary compliance tasks.
• Acts as a liaison between clients and recordkeepers to resolve issues, oversees client onboarding, and manages transitions while maintaining strong relationships.
• Collaborates with clients on employee education needs and effectively manages time to prioritize client service and meet organizational expectations.
• Promotes and maintains positive relationships with both clients and service providers.
• Engages in regular team meetings to discuss accounts and service needs, trains and mentors team members, communicates effectively to support workflow, and fosters strong relationships with colleagues and industry partners while participating in ongoing professional development.

Qualifications

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

Skills

• Knowledge of employer-sponsored retirement plans.
• Effective communication skills.
• Ability to manage multiple tasks and priorities.
• Strong collaboration and relationship-building skills.
• Proactive problem-solving and decision-making abilities.
• Ability to stay current on industry trends and best practices.

Benefits

• Medical, dental, vision, 401K benefits and more.
• The flexibility to work at home or an office, based on your discretion and schedule.
• 20 days of paid time off.
• Company-organized volunteer events.
• Matching charitable donations.
• Wellness rewards.
• Nitro cold brew coffee and sparkling water.

Pay

The applicable base salary range for this role is $63,200 to $117,900. 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.

Schedule

The schedule for this role is flexible, allowing employees to work from home or an office based on their discretion and schedule.

Benefits

• Medical, dental, vision, 401K benefits and more.
• 20 days of paid time off.
• Company-organized volunteer events.
• Matching charitable donations.
• Wellness rewards.
• Nitro cold brew coffee and sparkling water.

Marsh McLennan Agency Midwest

MMA Midwest is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. We celebrate diversity and are proud to have a workforce that reflects the communities we serve.