Retirement Services/Individual Non-Medical Coordinator – MMASW – Dallas
Job Description
JOB TITLE: Retirement Services/Individual Non-Medical Coordinator
JOB TYPE: FLSA Non-Exempt
SUMMARY: Marsh & McLennan Agency – Southwest is founded on the principles of integrity, respect, trust, and hard work. We feel that building relationships and developing trust will always be the first order of business. MMA is a leading insurance brokerage firm delivering innovative solutions to organizations in the U.S. and around the world with Texas roots dating back to 1926. MMA Southwest offers commercial insurance brokerage, employee benefits consulting and specialized risk management services from its offices in Dallas, Houston, Austin, Fort Worth, Lubbock, Midland, Abilene, New Orleans, San Antonio and Baton Rouge. This position will divide time between several service lines and prioritize tasks working with Regional Executive Vice President to enhance and support department growth.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Work with department head to expand Retirement/Individual Non-Medical Practice regionally and expand Individual Life practice
- Assist Regional Executive Vice President with all administrative needs (Concur, travel, calendaring, etc)
- Assist Regional Executive Vice President with ongoing client/prospect needs and requests
- Strategic/Operational partner with Retirement Service, Individual Non-Medical and Medicare teams
- Plan webinars, events and trainings as it pertains to these departments
- Implement initiatives provided by the Regional Executive Vice President/Department leaders
- Create content for department meetings
- Schedule meetings and appointments as needed for Retirement Services
- Coordinate executive communications, including taking calls, responding to emails and interfacing with colleagues/clients/carriers
- Prepare internal and external corporate documents for team members and industry partners
- Maintain an organized filing system of paper and electronic documents
- Uphold a strict level of confidentiality
- Other department needs as priorities arise
REQUIREMENTS:
- 1+ years industry/applicable experience with bachelor's degree and strong technical expertise in retirement plan design/administration
- Excellent communication skills, including advanced writing and presentation skills
- AIF Certification or equivalent experience preferred
- FINRA Series 6 or 7 and 63, 65 or 66 licensure preferred
- Strong industry knowledge regarding service providers, plan design, industry trends, etc. preferred
- Proficiency in Microsoft Office Suite
Job Details
Employment Types:
Full time
Industry:
Banking / Accounting / Financial Services
Function:
Operations
Skills:
Microsoft Office Suite retirement plan design retirement services leaders Presentation Excellent Communication Skills individual life communication Writing technical expertise finra series 6 Organized Service Providers executive communications schedule meetings industry knowledge
