Strategic Retirement Solutions Leader
6 days ago
About the Role
As a Strategic Retirement Solutions Leader at Gallagher, you will be responsible for providing consulting advice to clients and leading the Western Canada retirement team. Your key objectives include managing client relationships, creating annual action plans, and working with insurers to deliver excellent outcomes. You will also play a crucial role in setting internal standards, mentoring peers, and participating in leadership discussions.Your Impact
- Manage retirement client account relationships and ensure high client retention and satisfaction
- Create and execute an annual action plan to proactively service clients
- Work effectively with insurers and service providers to deliver client outcomes and achieve annual goals
- Coordinate client projects, including implementations, rollouts, and plan design changes
- Develop governance and investment reports for client meetings
- Mentor and develop peers, such as retirement-focused Account Executives, Account Managers, and Account Coordinators
- Contribute to developing internal training programs and participate in performance reviews and development plans
- Assign team members to clients based on experience and team unit
- Ensure team members adhere to internal policies and procedures
- Audit documentation for accuracy and compliance with laws and regulations
- Ensure plans are compliant with CAP Guidelines and assist clients with fiduciary duties
- Interpret benchmark data and identify areas for plan improvement
- Develop presentations for plan sponsors and members
- Recommend fund updates and develop client proposals and project budgets
- Support Producers with prospecting activities and onboarding new business
- Contribute to articles and updates on retirement-related topics
- Stay up-to-date with industry trends and carrier updates
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