Remote Plan Implementation Specialist

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