Job Summary
An insurance company is in need of a Remote Pension Ops Team Lead.
Individual must be able to fulfill the following responsibilities:
- Monitor Case Administrators, Senior Case Administrators, and other support personnel
- Function as the initial escalation point for Preferred Pension Administrators (PPAs) on case administration issues
- Function as technical advisor to internal and external customers, and also consults on projects
Must meet the following requirements for consideration:
- FINRA Series 6 Required
- Minimum of six years experience in customer service in a financial services environment
- Experience in case administration
- Expert level knowledge of retirement services, and pensions and retirement benefits industry
- Excellent verbal and written communications skills to manage relationships with internal and external customers
- Attention to detail, and ability to research problem situations thoroughly
