Maggie Haze Email & Phone Number

Milwaukee, Wi, Us

Mutual of America has specialized in providing retirement products and related services to non-profit organizations and their employees, as well as individuals, for over 75 years. The Client Relationship Manager (CRM) position focuses on engaging, building and strengthening their region’s existing client base.- Builds and maintains long-term relationships with clients and key personnel- Manages the day-to-day operations and servicing of group retirement plan clients- On an ongoing basis, maintains compliance calendar for each client to ensure timely execution of required annual compliance tasks- Facilitates client (plan sponsor), and participant inquiries and service requests in a proactive manner- Meets with clients (board members, committees, and C-suite executives) to conduct plan review meetings- Manages pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.)- Coordinates plan support services (audit support, 5500’s, NDT testing) with home office to ensure services are delivered timely and accurately- Engages in client retention and growth objectives within assigned book of clients- Seeks opportunities for client service model enhancements and identify opportunities for increasing plan contributions (payroll integration, plan design enhancements, etc.)- Works closely within the regional team (Regional Officer, Group Account and Participant Account Representatives) to coordinate appropriate delivery of MOA services- Works with plan sponsor and Participant Account Representative to design participant education campaigns

Certification Of Completion

Bachelor'S Degree