Account Manager - Retirement Services

Marsh McLennan • Schaumburg, IL

1d • Hybrid

About The Position

As an Account Manager, you will be responsible for flawlessly executing projects and client service deliverables while managing a book of business for Retirement Services clients. You play a crucial role in client retention by collaborating with various stakeholders to provide customized service and build strong relationships. With a deep understanding of plan design, compliance, and industry best practices, the Account Manager communicates effectively with retirement plan participants and leads educational sessions. Additionally, they mentor Client Service Representatives and work with the Client Services Director to enhance team efficiencies and improvements.

Requirements

• Manage 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
• Work with the Client Services Director to enhance team efficiencies and improvements

Nice To Haves

• 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)

Responsibilities

• 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
• Partners with the recordkeeper/provider service team to manage new business implementation and ongoing client maintenance, while proactively evaluating plan design, staying current on industry trends, and fostering 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

Benefits

• Medical, dental, vision, 401K benefits
• Flexibility to work at home or an office
• 20 days of paid time off
• A paid day off to volunteer
• Company-organized volunteer events
• Up to $1,000 per year in matching charitable donations
• Up to $750 per year in wellness rewards
• Nitro cold brew coffee and sparkling water
• Health and welfare benefits
• Tuition assistance
• 401K savings and other retirement programs
• Employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level