Job Summary
An insurance company has a current position open for a Remote Plan Implementation Specialist.
Core Responsibilities Include:
- Coordinating all activities within the New Business/Conversion experience
- Collaborating with Retention Team and manages product conversion activity generated by that group
- Resolving complicated and escalated service and sales issues for internal and external partners
Skills and Requirements Include:
- 3 to 5 years in pension design, administration, record keeping or related financial services experience
- Basic knowledge of retirement plan funding platforms and ERISA retirement plan fundamentals and concepts
- Basic knowledge of industry competitor practices in plan transition, conversation process, and conversation reporting
