Client Service Representative - Retirement Services

Marsh McLennan-posted 5 months ago
$33,300 - $60,700/Yr
Full-time • Entry Level
Remote • Schaumburg, IL
Insurance Carriers and Related Activities
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As a Client Service Representative on the Retirement Services team, you'll be responsible for providing exceptional service to our clients, supporting Account Managers and Account Executives, preparing materials for upcoming investment review meetings, processing investment change paperwork, and assisting with plan administration. You will collaborate with internal team members to deliver tailored solutions and support our clients in achieving their retirement plan goals.

  • Collaborates with internal team members to implement MMA Midwest's service strategy, ensuring timely delivery of client meeting materials and accurate processing of investment change paperwork.
  • Builds strong client relationships through effective communication and a deep understanding of service plans, while managing multiple tasks and projects.
  • Manages time efficiently to prioritize tasks and maintain organization, ensuring cohesive service execution across the team.
  • Maintains client files and contact information while consistently following service workflows to ensure efficiency, accuracy, and data integrity in investment review materials.
  • Fosters effective communication and collaboration by providing feedback in meetings, participating in service team discussions.
  • Strong communication skills.
  • Ability to manage multiple tasks and projects.
  • Efficient time management and organizational skills.
  • Experience in maintaining client files and ensuring data integrity.
  • Upon hire, Producers License for Life/Health.
  • BS/BA in Business, Finance, or related field.
  • Intermediate skill level in Microsoft Office Suite, specifically Excel.
  • Medical, dental, vision, 401K benefits and more.
  • Flexibility to work at home or an office, based on your discretion and schedule.
  • Start with 20 days of paid time off.
  • A paid day off to volunteer and company-organized volunteer events.
  • Up to $1,000 per year in matching charitable donations.
  • Up to $750 per year in wellness rewards.
  • All the nitro cold brew coffee and sparkling water you can drink.
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