Retirement Account Representative

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.

You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips.

Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve.

If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

National Insurance Services provides active employee and retiree benefits, health insurance solutions, and full benefit consulting services that address your unique challenges and issues. We are a broker, administrator, and consultant all rolled into one.

As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive.

Under the direct supervision of the VP of Retirement Income, this position provides quality and timely customer service to current Retirement Income clients of National Insurance Services through in‑person visits, virtual meetings, and telephone calls. Other aspects of the role include identifying and closing additional growth opportunities, participant education, and compliance review.

This position supports an entire range of Retirement Income products, including Health Reimbursement Arrangements (HRAs), Health Savings Accounts (HSAs), 403(b) Special Pay Plans, Trust, Flexible Spending Accounts (FSAs), and Individual Coverage HRAs (ICHRAs).

This position will require attainment of Life & Health insurance license for each of the states in the assigned region. This position will also require attainment of Securities Industry Essentials (SIE) exam, Series 6, and Series 63.

This position will be based in the WI Home Office located in Brookfield, WI or the MN Regional Office in Eden Prairie, MN and will require 30%‑50% of travel throughout western WI.

• 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 plan 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.

Required:…