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Retirement Analyst

Company: Marsh and McLennan
Location: Walnut Creek
Posted on: September 23, 2022

Job Description:

SummaryUnder 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. Education and/or Experience
    • Requires a college graduate and/or minimum of three years securities background, preferably within the qualified retirement planning arena.
    • Obtain or maintain a valid, unrestricted Series 6 & 63 securities license through the FINRA and meet the continuing education requirements.
    • Excellent communication skills, both verbal and written with the ability to do oral presentations.
    • Above average analyzing, problem solving and planning techniques are essential.
    • Strong math skills are required.
    • Must be dependable and a good team player.
    • Must be detail-oriented and have the ability to multi-task.
    • Ability to maintain confidentiality with client information.
    • Ability to exercise independent judgment and initiative within established guidelines.
    • Strong proficiency in Microsoft Word, Excel and PowerPoint. Average skill in navigating the Internet.
    • A valid California Drivers License & a dependable transportation required.

      Work Environment & Physical Demands
      • Ability to use computer keyboard and sit in a stationary position for extended periods.
      • Work is performed in a typical interior/office work environment. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: .

Keywords: Marsh and McLennan, Walnut Creek , Retirement Analyst, Professions , Walnut Creek, California

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