Plan Administration Solutions Analyst

Primary Responsibilities

• Support client relationship owners in delivering high-quality service.
• Participate in client meetings and assist with follow-up actions.
• Monitor SLAs and escalate issues appropriately.
• Aid in identifying potential upsell/cross-sell opportunities.

Secondary Responsibilities

• Collaborate with Chief Client Officer and Chief Revenue Operations Officer to develop and implement strategic plans for service delivery and client growth.
• Support and act as Project Owner for client initiatives, providing coordination, stakeholder engagement, and issue resolution, if needed.
• Present monthly/quarterly updates on account performance, client health, and growth initiatives to internal and external stakeholders.

Essential Knowledge, Skills, and Abilities

• Working knowledge of policy administration systems, reporting tools, and illustration concepts.
• Proven ability to administer complex executive benefit plans with multiple plan types, funding vehicles, and distribution rules.
• General understanding of taxation rules related to FICA, imputed income, and deferred compensation timing.
• Strong analytical and problem-solving skills.
• Ability to gather and document requirements.
• Familiarity with SDLC and testing methodologies.
• Strong communication and interpersonal skills.
• Ability to manage multiple priorities with guidance.
• High degree of initiative and accountability.

General Abilities

• Understand and lead through operational and process change.
• Flexible and adaptable to shifting client needs and business priorities.
• Self-starter with a high degree of initiative and accountability.
• Ability to work with limited supervision.

Education, Training, And Experience

• Bachelor’s degree in Business, Management, Information Systems, or related field.
• Minimum two (2) years of experience in business process, client account, or operational management, preferably in the life insurance or financial services industry.
• Minimum five (5) years of experience in non qualified deferred compensation including: SERPS, DCPs, and Split Dollar.
• Six Sigma certification a plus.
• LOMA ALMI/FLMI or equivalent industry experience preferred.
• Willingness to travel as needed.

Work Schedule

• This is a full-time (40 Hours/Week) exempt position.
• Hours are flexible within core business hours.
• This position is fully remote reporting out of our office in Allentown, PA.

Pay Range

The Pay Range For This Role Is 80,000 - 130,000 USD per year(Remote)