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.