Company:
Description:
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.
Essential Duties & 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.
LI-DNI
The applicable base salary range for this role is $41,200 to $76,800.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.