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Retirement Plan Specialist

2 months ago

San Diego, California, United States Marsh McLennan Agency Full time
About the Role

We are seeking a highly skilled and motivated Retirement Plan Administrator to join our team at Marsh McLennan Agency. As a key member of our organization, you will play a critical role in supporting our clients and colleagues in delivering exceptional results.

Key Responsibilities
  • Support and collaborate with colleagues across the organization to deliver impactful results for clients.
  • Maintain word-class customer service and provide exceptional support to clients and colleagues.
  • Develop and maintain knowledge of industry trends, best practices, and regulatory requirements.
  • Stay up-to-date with industry developments and advancements in retirement planning and benefits administration.
Requirements
  • A valid, unrestricted Series 6, 7, 63, and/or 65 securities license.
  • Excellent communication and interpersonal skills, both verbal and written.
What We Offer

At Marsh McLennan Agency, we value and respect the impact our colleagues make every day. We offer a comprehensive benefits package, including:

  • A generous hybrid work schedule.
  • Heavily subsidized medical, dental, vision, and other benefits.
  • Tuition reimbursement and professional designation(s) reimbursement.
  • Charitable contribution matching and stock purchase program.
Our Culture

We celebrate and promote the many backgrounds, heritages, and perspectives of our colleagues and clients. We are committed to creating an inclusive and diverse work environment that fosters growth, learning, and success.

About Us

Marsh McLennan Agency is a leading provider of business insurance, employee health and benefits, retirement, and private client insurance solutions. With over 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).