Relationship Manager

Description

The Relationship Manager is responsible for the health of our overall client relationship and specifically as it pertains to the client's retirement plans. In this role, the Relationship Manager will attend meetings, build contact relationships, manage client expectations, perform internal functions, and introduce other product and services Milliman offers.

Who We Are

Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world's most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation.

Milliman invests in skills training and career development, and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERG's) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our web site (https://www.milliman.com/en/social-impact) to learn more about Milliman's commitments to our people, inclusion, and sustainability.

Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance.

What You Will Do

In this role, you will:

• Deliver high quality service to clients
• Demonstrate full understanding of clients, their retirement plans, sensitivities, needs and objectives
• Attend regular client committee and board meetings
• Develop relationships to cross-sell, ask for referrals and retain long-term clients.
• Responsible for the overall financial health of the client including profit and billing
• Handles the entire range of sales activities, including relationship building, initial meeting/demonstrations, and presentations and closing business.
• Maintain the sales pipeline through Dynamics
• Travel up to 30% for assigned territory (primarily ND, MT, MN, as well as ID, WA, WY)

What We Are Looking For

Required Professional Qualifications

• 5-15 years of industry experience with an expertise in retirement plans and strong working knowledge of 401(k) plans and Co-op 401(k) plans.

Preferred Professional Qualifications

• QKA certification

Personal Qualifications

• Works well within a team environment and takes ownership of personal work product
• Proficiency in the use of computers and other general office equipment
• Proficiency in Microsoft Office Suite
• Attention to detail
• Excellent problem-solving skills
• Strong communication skills (both written and verbal)
• Able to productively respond to change
• Excellent organization and time management skills

Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future.

Location

This role is based out of the Milliman office in Dallas, Texas, but candidates hired into this role may work remotely anywhere in the US. The expected application deadline for this job is March 31, 2026.

Compensation

The overall salary range for this role is $85,100 - $161,575.
For candidates residing in:

• Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia the salary range is $97,865 - $161,575.
• All other locations the salary range is $85,100 - $140,500.

A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.

Benefits

We offer a comprehensive benefits package designed to support employees' health, financial security, and well-being. Benefits include:

• Medical, Dental and Vision - Coverage for employees, dependents, and domestic partners.
• Employee Assistance Program (EAP) - Confidential support for personal and work-related challenges.
• 401(k) Plan - Includes a company matching program and profit-sharing contributions.
• Discretionary Bonus Program - Recognizing employee contributions.
• Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation, and eligible medical expenses.
• Paid Time Off (PTO) - Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis.
• Holidays - A minimum of 10 paid holidays per year.
• Family Building Benefits - Includes adoption and fertility assistance.
• Paid Parental Leave - Up to 12 weeks of paid leave for employees who meet eligibility criteria.
• Life Insurance & AD&D - 100% of premiums covered by Milliman.
• Short-Term and Long-Term Disability - Fully paid by Milliman.

Equal Opportunity

All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.

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