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; internal marketing/dept meetings/communicationsAssist Regional Executive Vice President with all administrative needs (Concur, travel, calendaring, etc…); Anticipate needs/proactive approach/provide updates on projects and requestsAssist Regional Executive Vice President with ongoing client/prospect needs and requests; Salesforce entry/Prospect CoordinationStrategic/Operational partner with Retirement Service, Individual Non-Medical and Medicare teams; Thought partnerPlan webinars, events and trainings as it pertains to these departments; annual events/team building/department celebrationsImplement initiatives provided by the Regional Executive Vice President/Department leadersCreate content and participate in department meetings; keep all department projects on trackSchedule meetings and appointments as needed for departmentsCoordinate executive communications, including taking calls, responding to emails and interfacing with colleagues/clients/carriersCoordinate sponsorships and non-profit eventsPrepare internal and external corporate documents for team members and industry partnersMaintain an organized filing system of paper and electronic documentsUphold a strict level of confidentialityOther department needs as priorities arise; This is a fast growing and dynamic team that requires flexibility and someone who is willing to take on new tasks

REQUIREMENTS:

3+ years industry/applicable experience with bachelor’s degree and strong technical expertise in retirement plan design/administrationExcellent communication skills, including advanced writing and presentation skillsStrong industry knowledge regarding service providers, plan design, industry trends, etc. preferredProficiency in Microsoft Office Suite

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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers. 

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