About this role
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.