Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
Tailor your resume to this Retirement Services Client Manager role.
Rezi rewrites your resume against Marsh McLennan's job description. Free.
Tailor your resume to this Retirement Services Client Manager role.
Rezi rewrites your resume against Marsh McLennan's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Retirement Services Client Manager posting at Marsh McLennan — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Retirement Services Client Manager posting at Marsh McLennan — free, in seconds.
About the Role
The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers are responsible for retention of existing business and the development of new business within assigned accounts.
Responsibilities
- Act as the initial point of contact for Clients, Carriers and others on the Client Service Team.
- Review contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensure all material is sent to client in a timely manner.
- Assist to ensure client compliance with annual plan testing and coordinate form 5500 filing procedures.
- Work closely with and instruct carrier representatives and Client Service Teams to ensure smooth implementation of new retirement plans.
- Establish and consistently maintain effective and positive working relationships with carriers, clients and Client Service Teams.
- Guide and mentor Retirement Analyst throughout the process of gathering Client census and retirement plan information.
- Explain client needs and concerns focusing on how various plan designs and recommendations address those issues.
- Review renewals, new business presentations, and enrollment materials for accuracy, completeness, compliance, and professional appearance.
- Ensure that client files and documentation are maintained in the Agency Management System according to policy and procedures.
- Develop analytical, customer service and communication skills needed to perform as a Client Executive Service.
- Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates.
- Participate in prospect and renewal meetings to learn client needs, challenges and concerns.
- Learn best practices to present renewal outcomes to the client and provide recommendations.
- Conduct employee enrollment meetings to communicate retirement plan options.
- Respond to and resolve routine issues the client may encounter regarding receipt of retirement services and plan questions.
- Keep Client Executive Service apprised of potential E&O concerns and client dissatisfaction.
- Strategize with Client Executive Service to develop possible resolutions and proactive solutions to avoid continued or future problems.
Requirements
- Service oriented individual with high personal standards and a hands-on work style.
- Comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
- Ability to interact and provide service to a large group of internal associates and have high levels of contact with external vendors.
- Must be positive and approachable, and work effectively with diverse personalities.
- Must possess a strong understanding of Qualified Retirement plan benefits and providers.
- Bachelor degree strongly preferred.
- Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements.
- Maintain a valid driver’s license and dependable transportation.
- Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas.
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as use of office equipment such as fax and copy machines, and telephones.
- Work is performed in a typical interior/office work environment.
- Travel to client sites is required.
- Extended work hours (10 – 12 hrs/day) required on occasion.
Skills
- Technical and industry knowledge
- Client service skills
- Analytical skills
- Customer service skills
- Communication skills
- Ability to provide non-technical explanations to technical matters
- Ability to summarize and present information in a clear, concise and accurate written and verbal format
- Financial analysis technical knowledge
- Understanding of various investment and group retirement plans
- Understanding of federal and state legislation
Location
- California
Work Type
- Onsite
- Travel required
Experience Level
- 3-5 years of experience providing corporate retirement plan service while at a brokerage firm or provider
Education Level
- Bachelor degree strongly preferred
- At least one recognized financial/benefits industry designation
- FINRA Series 65 or 66 or willingness to achieve within 4 months of date of hire
- AIF designation or willingness to achieve within 12 months of date of hire
Salary/Compensations
- $64,700 to $120,400
- May be eligible for performance-based incentives
Benefits
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
About the Company
- #MMAwest
- #MMAEHB
- #LI-DNI