Client Service Representative - Retirement Services
Client Service Representative - Retirement Services
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Job Alert
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$ 33300 - 60700
1 Vacancy
Job Description
Company:
Marsh McLennan AgencyDescription:
About Marsh McLennan Agency Midwest
Marsh McLennan Agencys Midwest Region is a fullservice 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 awardwinning culture that fosters a highly productive and resultsdriven working environment.
A day in the life.
As aClient Service Representativeon the Retirement Services team youll 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.
Our future colleague.
Wed love to meet you if your professional track record includes these skills:
- Collaborates with internal team members to implement MMA Midwests 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 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
These additional qualifications are a plus but not required to apply:
- Upon hire Producers License for Life/Health
- BS/BA in Business Finance or related field
- Intermediate skill level in Microsoft Office Suite specifically Excel
We know there are excellent candidates who might not check all these boxes. Dont be shy. If youre close wed be very interested in meeting you.
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 companyorganized volunteer events
- Up to $1000 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 companywide mentality that you can never appreciate your coworkers too much
Who You Are is Who We Are
MMA Midwest has created an awardwinning 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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.
To learn more about a career at MMA check us out online: http://marshmma/careers or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:
Required Experience:
Unclear Seniority
Employment Type
Full-Time
