Pension Client Service Consultant

About the role

The Pension Client Services Consultant works with external Brokers and Consultants, the internal sales desk and the Pricing Actuaries to lead transition efforts for Pension Risk Transfer business. This role is responsible for transitioning new business to OneAmerica Financial. The Consultant is responsible for all post placement transition work including implementation, data review and coordinating with internal business partners. This role is also responsible for maintaining an on-going relationship with the Plan Sponsors and intermediaries as needed.

Responsibilities

• Oversee, manage, and drive the successful installation of newly sold Pension Risk Transfer cases in a timely and efficient manner.
• Act as the subject matter expert for ongoing administration and trouble shoot any issues.
• Develop and maintain dashboard that tracks performance of key metrics for line of business including ongoing PRT transitions, transition service standards, and ongoing service standards.
• Ensure that all required communication is performed professionally in a timely and accurate manner.
• Ensure timely reconciliation with revenue and premium requirements.
• Work with Consultants, Plan Sponsors, and legal to finalize contractual language.
• Identify and manage risks to ensure that critical problems are escalated at the earliest opportunity and mitigating actions are put into place.
• Ensure and maintain on-going data quality and accuracy within our existing database.
• Research and resolve any discrepancies.
• Support Pension Analysts and Pension Actuaries as needed.

Requirements

• Bachelor’s Degree required
• 3–5 years of pension administration experience required
• 1–2 years of implementation and/or programming experience required
• Professional certification recommended: American Society of Pension Professionals & Actuaries (ASPPA) or a similar industry-recognized certification
• Strong proficiency in Microsoft Office, especially Microsoft Excel
• Strong focus on data accuracy and quality control
• High level of integrity and professionalism
• Strong attention to detail
• Analytical and problem-solving skills
• Ability to work accurately with complex pension and benefits data

Qualifications

• Salary Band: 05B
• This selected candidate will be expected to fully remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.

Benefits

• Consistent with applicable pay transparency laws, we disclose the compensation range for this position: $66,000 – $110,000 annually.
• Actual compensation will be determined by factors such as education, experience, geographical location, and other job-related factors permitted by law.
• In addition to base pay, this role is eligible for an annual incentive program.
• We Offer a Comprehensive Total Rewards Package Designed To Support You Both At Work And At Home.
• Full-time and part-time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:
• Medical & prescription, dental, vision insurance
• Health Savings Account & Flexible Spending Accounts
• Paid Time Off
• 10 weeks 100% paid parental leave (after completing 12 months of employment)
• 401(k) Plan with company match
• Pension Plan
• Company paid life & disability insurance
• Wellness Program & Company paid employee assistance program
• Clinic access subject to location

Pay

This selected candidate will be expected to fully remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration. Consistent with applicable pay transparency laws, we disclose the compensation range for this position: $66,000 – $110,000 annually. Actual compensation will be determined by factors such as education, experience, geographical location, and other job-related factors permitted by law.

Schedule

This selected candidate will be expected to fully remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.