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Retirement Plan Manager II

Wisconsin Collaborative for Healthcare Quality

Madison, WI

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JOB DETAILS
SKILLS
Analysis Skills, Automation Systems, Brokerage, Communication Skills, Cross-Selling, Customer Relations, Customer Satisfaction, Customer Support/Service, Develop and Maintain Customers, Diversity, Documentation, Driver's License, Employee Benefits, Employee Retention, Epic Systems, Equal Employment Opportunity (EEO), Establish Priorities, File Maintenance, Financial Planning, Financial Services, Health Insurance, High School Diploma, Insurance, Interpersonal Skills, Maintain Compliance, Microsoft Office, Military, Mutual Funds, Organizational Skills, Presentation/Verbal Skills, Regulatory Compliance, Retirement Plan, Retirement and Pension Management, Risk Management, Sales, Sales Presentation, Series 65, Service Delivery, Stock Market, Time Management, Training/Teaching, Vendor/Supplier Relations, Willing to Travel, Writing Skills
LOCATION
Madison, WI
POSTED
1 day ago
The Opportunity

Are you passionate about building strong client relationships and delivering exceptional service in the retirement plan industry? M3 is seeking a skilled Retirement Plan Manager II to support our M3 Financial team in servicing employer-sponsored retirement plans, including 401(k), 403(b), and 457(b) plans.

As a Retirement Plan Manager II, you will utilize your retirement plan knowledge and professional communication skills to serve as a primary point of contact for clients, maintain and grow relationships, and ensure high levels of client satisfaction. You will work closely with Retirement Plan Consultants, the Managing Director, and other M3 Financial staff - including conducting educational meetings independently and participating in group sales presentations.

How You Will Make an Impact
  • Serve as the primary point of contact for all service inquiries for new and existing clients, providing excellent customer service both in-house and in the field.
  • Support all M3 Financial retirement plan sales initiatives, including processing new business and proactively working the renewal cycle to ensure consistency and service improvements.
  • Build and maintain strong relationships with clients and vendors, attending client meetings with Retirement Plan Consultants and conducting meetings independently when required.
  • Provide educational support to clients through group and individual enrollment meetings, knowledge sharing, and on-site visits to clients' places of business.
  • Prepare new account processing paperwork and proactively track the transition stages of new business for M3 Financial.
  • Organize and prioritize workflow for M3 Financial's book of business, maintaining accurate client files and documentation in agency systems including EPIC.
  • Assist with broker-dealer and industry compliance activities to ensure regulatory adherence.
  • Cross-sell as appropriate, referring clients to M3's P&C and Employee Benefits divisions for individual or personal lines needs.
What You Will Need to Succeed
  • High school diploma or equivalent required; Bachelor's degree (B.S. or B.A.) from an accredited college or university in a related field preferred.
  • Minimum of 3 years of experience in a similar support role within financial services, insurance agency, TPA, or a company specializing in employee benefits.
  • Series 65 license required; or willing to obtain within onboarding period.
  • Valid driver's license required.
  • Life, Accident and Health insurance license preferred or willing to obtain upon hire.
  • Excellent written and verbal communication skills with well-developed professional interpersonal skills to interact with a variety of internal and external clients.
  • Broad knowledge of mutual funds and financial markets preferred.
  • Proven organizational and analytical skills with the ability to manage multiple deadlines accurately and efficiently.
  • Demonstrated proficiency in Microsoft Office suite and agency automation systems (e.g., EPIC); willingness to learn new programs and software.
  • Ability to travel, including overnight stays on occasion.
Join Us

Your role at M3 won't be about the boundaries presented in a job description - it's about the possibilities that you can envision once you walk through the doors on your first day. We're looking for people ready to take control of their career and excited to make a real impact with their position.
Who We Are

As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we're privately owned and independent which means we're doing what's best for our clients - not what's best for Wall Street or private equity.
What Draws People to M3

Autonomy- Being able to work towards a common goal, but how you get there is an open book.

Immediate Impact- Every M3er can make an impact, from day one in any role.

Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility.

People- Every M3er is unique in their own way, M3 is a collection of unique achievers.

At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work in a flexible hybrid model while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.
Benefits as an M3er

Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.
Diversity, Equity & Inclusion

M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.
Equal Employment Opportunity

M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans' status, and will make reasonable accommodations for otherwise qualified individuals as appropriate.

This commitment is reflected in all M3's practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job.

In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

About the Company

W

Wisconsin Collaborative for Healthcare Quality