Retirement Analyst

Marsh McLennan•San Diego, CA

1d•$41,200 - $76,800•Onsite

About The Position

Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned.

Requirements

Customer relationship management system, Salesforce
Professional standards established of MMA

Nice To Haves

Keep abreast of the marketplace.
Share information with Benefit Analysts and others to create a first-rate network of information within the Department

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.