Marsh McLennan · 2 months ago
Client Manager – Retirement Services
Overland Park - College
Full-time
Hybrid
Mid Level
3+ years expMarsh McLennan Agency (MMA) is a leading provider of business insurance and retirement solutions, and they are seeking a Client Manager for their Retirement Services team. The role involves ensuring compliance with industry standards, preparing client reports, and advising clients on compliance policies while maintaining thorough documentation and supporting client meetings.
Financial ServicesProfessional ServicesService Industry
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
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
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
H1B Sponsorship
Marsh McLennan 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 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP & General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
Company data provided by crunchbase