Retirement Plan Specialist

Introduction At Gallagher Benefit Services, you re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview The Account Representative plays a key role in assisting clients and brokers with the daily administration of retirement plans. In this position, you ll manage a defined portfolio of simpler plans, with no renewal goals associated with the role. You ll collaborate closely with senior team members, gaining valuable experience and building a strong foundation in 401(k) plan services. This role is ideal for individuals who enjoy problem-solving, communicating effectively, and contributing to work that empowers people to plan for their financial future. How you'll make an impact Respond to calls and messages regarding 401(k) plans, providing clear and accurate guidance. Investigate and resolve service-related inquiries, escalating complex issues as needed. Collaborate with carriers, brokers, and internal teams to ensure tasks are completed efficiently. Conduct year-end reviews and prepare required government documentation. Assist with compliance testing and perform data validation checks. Analyze proposals and manage data organization in spreadsheets. Contribute to the preparation of client-ready reports and presentations.

About You Required:

A high school diploma or GED is required. At least 1 year of experience in client service, benefits administration, or a related field.

Preferred:

Appropriate license Relevant licenses or certifications. Credentials such as ASPPA, QKA, or higher. Familiarity with ERISA rules and guidelines.

Behaviors:

Strong communication skills, both written and verbal, with the ability to convey information clearly and professionally. Exceptional attention to detail and a commitment to meeting deadlines. A proactive approach to researching solutions and seeking guidance when necessary. A dedication to providing timely, high-quality service in every interaction. #LI-JP1 Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you ll get, depending on your job level these benefits may improve: 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 Other benefits include: 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... •The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as protected characteristics ) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.