Retirement Services Coordinator

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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 aRetirement Services Coordinatoron the Retirement Services team youll support Client Service Representatives Account Managers and Account Executives by executing service strategies preparing client meeting materials and supporting team wide projects and initiatives. You will collaborate with internal team members to support the organizational processes that maintain team efficiency.

Our future colleague.

Wed love to meet you if your professional track record includes these skills:

• Provides comprehensive administrative support to the team by managing client data integration across management systems and leading the development of a client and recordkeeper contact database.

• Coordinates with internal teams for client distributions and assists in preparing Executive Summaries for investment review meetings while ensuring compliance deadlines are met through effective checklist management.

• Supports Producers with new client onboarding tasks enters prospecting leads into Salesforce and collaborates with internal departments to ensure timely and cohesive project .

• Ensures efficient and accurate handling of team management tools and systems by following established processes communicating with team members auditing for data integrity and collaborating on updates and new procedures with the Client Services Director and Business Process team

• 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:

• 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:

• applicable base salary range for this role is $33300 to $60700.

  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 casebycase basis. In addition to the base salary this position may be eligible for performancebased 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.