Gallagher · 2 days ago
Retirement Income Account Representative
Eden Prairie, MN
Full-time
Onsite
Mid Level
$58K/yr - $97K/yr
3+ years expGallagher is a global leader in insurance, risk management, and consulting, dedicated to helping clients face risk with confidence. The Retirement Income Account Representative will provide quality customer service to Retirement Income clients, support a range of products, and identify growth opportunities while ensuring compliance with regulations.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Serve as main point of contact for service for our Retirement Income clients
Provide service and support to assigned caseload through onsite visits, virtual meetings, and phone calls. Performance will be partially based on number of visits and calls completed
Review current plan documents to ensure they’re up to date and in compliance with current IRS regulations and ACA. Prepare and execute amendments as needed based on plan design and regulatory changes
Implement newly sold cases, including preparing and executing plans documents, facilitating an implementation call with the client, providing employee/retiree education, and ensuring a smooth transition from the sales team to service team
Identify and close additional opportunities and track in CRM to help drive business growth. Work collaboratively with the sales team to discuss opportunities and additional applications for the client
Serve as liaison between clients, the internal service teams, and third-party administrator (TPA) to ensure clients’ inquiries are addressed timely and any issues are resolved timely and effectively
Serve as a compliance liaison, including providing IRS/ACA guidance to clients, reviewing employee contract/benefit language, and provide reports as necessary to comply with audit requests
Conduct employee and retiree meetings to educate participants about the plan(s)
Respond to frequent client and participant inquiries, including questions regarding plan design, contributions, compliance, etc., via telephone and email
Collaborate with various TPA partners to ensure our clients’ needs are adequately met
Collaborate with VP of Retirement Income and sales team to identify new sales opportunities and for service enhancements
Qualification
Required
Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience
Producer's License
Attainment of Life & Health insurance license for each of the states in the assigned region
Attainment of Securities Industry Essentials (SIE) exam, Series 6, and Series 63
Preferred
Two years of experience in customer service, preferably in an employee benefits related capacity or any combination of education and/or experience that would provide the equivalent background
Ability to read and interpret plan language and effectively communicate policy language and intent to customers
Demonstrated analytical skills. Must have a high aptitude for problem identification, investigation, and resolution
Must possess a high level of positive interpersonal skills and negotiation skills. Exhibit poise, tact, and diplomacy both to internal and external customers
Proficient in Word, Excel, Outlook, and Adobe Acrobat. Proven capacity to learn software programs developed in-house
Must have excellent command of the English language; oral and written. Moderate mathematical skills are required
Excels in a fast-paced environment with demonstrated ability to prioritize multiple, competing demands. Possesses excellent organizational skills
Willingness and enthusiasm to learn and apply concepts around new products, services, and procedural enhancements
Ability to work and make decisions independently and within a team environment
Experience with medical spending accounts, such as VEBAs, HRAs, HSAs, FSAs, and 403(b) plans preferred
Health and Life Insurance licenses preferred or the ability to obtain and maintain the licenses within 90 days of the hire date. Study materials to be provided, if needed
Securities Industry Essentials (SIE), Series 6, and Series 63 licenses preferred or ability to obtain and maintain the licenses within 180 days of the hire date. Study materials to be provided, if needed
Must have valid driver's license and current auto insurance coverage
Ability to travel up to 30%-50% of the time and accommodation of overnight stays (~5-10 nights per year)
Benefits
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher 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 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
Life Insurance International
2026-01-07
2025-12-04
2025-11-19
Company data provided by crunchbase