About Marsh McLennan Agency Midwest 
Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest 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.

The Account Manager ensures each project and client service deliverable is executed flawlessly. This individual has the knowledge, drive, and ability to manage a book of business and consult with Retirement Services clients to effectively manage their employer-sponsored retirement program(s). The Account Manager is integral in retaining clients by working with Client Service Representatives, Producers, recordkeepers, and other resources to plan and execute customized client service. Additionally, they will build effective working relationships with each client. This individual understands plan design, compliance, and industry best practices and takes initiative to remain current on industry and market issues. The Account Manager effectively communicates with the participants of the retirement plans they service through one-on-one discussions and leading group education sessions. The Account Manager mentors their Client Service Representatives, leverages resources efficiently, and establishes strong working relationships within the company. The Account Manager collaborates with the Client Services Director to help create efficiencies and improvements within the team.  

Execution of Client Service

Leverages employer-sponsored retirement plan knowledge and communication skills to explain plan design, platform/program options, ERISA regulations, and other issues and options to clients as needed

Confirms clients understand and complete annual regulatory obligations, such as year-end testing and Form 5500 filing, in a timely and compliant manner

Supports clients through necessary correction processes, such as late contributions and deferral errors

Works as a liaison between the client and their recordkeeper/provider to resolve issues, while maintaining control of the end resolution  

Ensures the completeness and accuracy of executive summaries and paperwork specific to the investment review and client onboarding processes

Follows internal processes to onboard new clients and takes the initiative to establish a strong relationship with the new client right away

Oversees and tracks changes to clients’ investment lineup, plan documents, pricing structure, or record-keeper/provider service agreements

Reviews clients’ plan documentation upon amendment or restatement to ensure accuracy, and communicates with the client to confirm or explain any changes

Acts as the project manager for client plan transitions and/or start up plans

Assists with payroll integration projects between client’s payroll provider & recordkeeper/provider

Works with Producer/Lead Consultant, service team, and other resources to successfully execute the service strategy

Collaborates with clients on employee education needs and delivers resources in alignment with the client’s service agreement, goals, and internal communication standards

Manages time effectively to ensure workload is prioritized, client needs are addressed, and MMA Midwest’s expectations on client service and business process are met
 

Data Integrity and Process Quality

Maintains accurate and complete client data in applicable management systems

Follows internal processes and procedures, maintaining appropriate and clear documentation within client files along the way

Relationship Management and Provider Partnership

Works with the recordkeeper/provider service team to effectively manage and oversee the implementation of new business and ongoing client maintenance tasks

Proactively evaluates plan design & remains current on industry trends and legislation

Follows up with recordkeeper/provider on renegotiated fee structures and plan design amendments

Maintains positive working relationships with recordkeeper/provider, attends meetings and events as appropriate, and proactively learns about their platforms and service offerings

Maintains positive working relationships with clients, attends client as well as prospective client meetings and events as appropriate
 

Peer Relationships and Self-Development

Participates in ongoing scheduled meetings with the team to discuss accounts, plan transitions, day to day service needs, service platform, etc.

Actively working towards the obtainment of FINRA Licensing: Securities Industry Essentials Exam (SIE), Series 6, and Series 66 (or Series 63 & 65); Series 65 must be obtained within the first 120 days of employment

Trains, guides, and mentors other team members as needed

Communicates effectively with team and provides timely and complete information to allow them to efficiently manage their processes and workload

Creates successful and effective working relationships with Producers, other team members, managers, recordkeepers/providers, and employees in other agency departments

Participates in seminars, classes, and webinars for skill and knowledge development

Required

2+ years Account Manager experience servicing/supporting employer-sponsored retirement plans

Intermediate or advanced skill level with Microsoft Word, Excel, Outlook, and PowerPoint

Series 65 obtained upon hire
 

Preferred

BS/BA in Business or related field

FINRA Licensing: Securities Industry Essentials Exam (SIE), Series 6, and Series 66 (or Series 63 & 65) & good standing with FINRA

Life/Health License (in state of residence)

Industry specific professional designations (e.g. CRPS, AIF, CPFA)

A Great Place to Work. A Great Place to Perk.

Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:

Medical, dental, vision, 401K benefits and more

The 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

A company-wide mentality that you can never appreciate your co-workers too much
 

Who You Are is Who We Are

MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
 

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
 

Follow us on social media to meet our colleagues and see what makes us tick:

https://www.instagram.com/lifeatmma_midwest/

https://www.facebook.com/MMAMidwest

https://x.com/MarshMMAMidwest

https://www.linkedin.com/company/marsh-mclennan-agency 

#MMAMW

#MMAretirement