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Marsh McLennan Agency · 2 weeks ago

Client Manager – Retirement Services

Chesterfield, MO

Full-time

Hybrid

Mid Level

3+ years exp

Marsh McLennan Agency (MMA) is a leading provider of business insurance and employee benefits, and they are seeking a Client Manager for their Retirement Services team. In this role, you will ensure compliance with industry standards, prepare client reporting, and provide exceptional support to clients while maintaining thorough documentation and communication.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Ensure adherence to professional ethics, industry standards, and regulatory compliance including MMA policies and Missouri state licensing laws

Coordinate and prepare quarterly client reporting packages

Assist with investment and data reporting

Manage vendor documentation to deliver accurate and timely client communications

Advise clients on compliance policies

Maintain thorough client records and documentation

Support client meetings by recording minutes, managing follow-ups, and presenting key data to clients and team members

Stay current on market products and provider updates

Engage with vendors to share insights that enhance our client service experience

Qualification

Retirement plan experienceEPIC agency management systemMO Life & Health Producer’s licenseSecurities LicenseCompliance-focusedClient supportDetail-oriented

Required

Bachelor's degree or equivalent combination of education and training

3-5 years retirement plan experience

Preferred

EPIC agency management system experience

MO Life & Health Producer's license

Securities License (Series 6, 63, 65 or an equivalent)

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees

https://www.marshmma.com

H1B Sponsorship

Marsh McLennan Agency has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2023 (2)

2022 (2)

2021 (2)

2020 (4)