Retirement Planning Account Executive

San Diego, California

Posted in Consultancy

Job Info


Responsible for retention of existing business and the development of business within assigned accounts. Client Service Executive associates acts as a leader for the Retirement Services team.
Essential Duties & Responsibilities

  • Oversee ongoing client service activities.
    • Meet with the clients throughout the year to ensure a high level of service and that client expectations are being met.
    • Responsible for meeting business retention goals.
    • Participate in development of new business with existing clients by providing employee education and increasing contributions. Develop strong business relationships and client trust.
    • Ensure client compliance with annual plan testing and form 5500 filing procedures as applicable.
    • Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution.
    • Facilitate and deliver employee education sessions for Open Enrollment as well as ongoing employee engagement throughout the year.
    • Troubleshoot client requests for service related issues.
    • Assist with client related M&A activity.
  • Manage the marketing of existing plans.
    • Coordinate coverage placement through instructions provided to Client Service Team.
    • Provide direction to Client Service Team in the preparation of employee communication materials.
    • Advise, inform and involve Client Sales Executive as required in marketing process.
    • Prepare and present renewal outcomes to the client in a timely manner.
    • Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information.
    • Manage the transition timeline for converting to a new provider.
    • Conduct employee meetings to communicate benefit options as needed.
    • Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner.
  • Act as a leader for Client Service Team members.
    • Create an environment oriented to trust, open communication, and cohesive team effort.
    • Facilitate problem solving and collaboration when faced with client difficulties.
    • Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance.

  • Provide necessary business information to enhance the team's professional development.
  • Ensure deliverables satisfy client requirements, cost and schedule.
  • Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
  • Review quarterly production and activity reports.
  • Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System.
  • Establish and consistently maintain effective and positive working relationships with Associates and clients.
Education and/or Experience
  • A minimum of 7 years experience servicing corporate retirement plans.
  • Bachelor degree strongly preferred plus at least 1 recognized financial/benefits industry designation
  • FINRA Series 63 & 7. Series 65/66 preferred or willingness to achieve within 1 year.
  • AIF designation or willingness to achieve within 6 months of date of hire.
  • Professional history must show increasing levels responsibility directly related to the performance of the above duties.
  • Familiarity with the Employee Health & Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies.
  • Basic financial analysis technical knowledge and understanding of various investment and group retirement plans federal and state legislation.
  • Ability to make independent decisions and use good judgment in addressing and servicing client needs.
  • Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.
  • Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements.
  • Maintain a valid California driver's license and dependable transportation.
  • Must have knowledge of general office personal computing with the ability and willingness to learn and use all computer programs as required to include MS Windows 7, Office 2010, and various financial industry software.
Work Environment & Physical Demands
  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment.
  • Travel to client sites is required. Usually travel is within driving distance, but may occasionally consist of 2 - 5 night stay out of town
  • Extended work hours (10 - 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may extend into the evening.

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:

More Consultancy jobs

Oxnard, California
Posted 4 minutes ago

New York, New York
Posted 4 minutes ago

Atlanta, Georgia
Posted 4 minutes ago

Improve Job Search

Subscribe to job alerts and add your resume to our resume database for employers!

Sign up now

Share diversity job

Retirement Planning Account Executive is also posted to sites within our Diversity Job Network.

African American Job Search Logo
Asian Job Search Logo
Disabled Job Seekers Logo
Hispanic Job Exchange Logo
LGBT Job Search Logo
Seniors to Work Logo
US Diversity Job Search Logo
Veteran Job Center Logo