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PLAN MANAGER, SENIOR - 19-0213
Indiana, United StatesIf you are looking to work with an energetic and positive team that is focused on creating incredible customer experiences, then we want to connect with you!
As a Plan Manager, Sr on our Retirement Services team at One America, you would join other professionals in servicing for-profit, tax-exempt, and governmental retirement plans. Our focus with each team member is to support professional career opportunities, growth, development, accountability, and teamwork.
Servicing activities would include but are not limited to:
• Proactive outreach to plan sponsors and administrators
• Timely communications on regulatory filings
• Problem solving for plan sponsors and participants
• Partnering with other teams and departments to deliver exceptional internal and external experiences
Responsibilities would also include but are not limited to:
• Helping to enhance the EWA environment by living out the beliefs each day and encouraging Retirement Services team members to do the same
• Providing guidance, instruction and direction to Retirement Services team members to assist them in completing daily tasks
• Preparing and delivering training to Retirement Services team members
• Reviewing procedures and assist with making updates as needed
• Working closely with CMS Directors to help achieve our Key Results
• Leading and/or participating in projects with the ultimate goal of making processes better and more understandable
• Helping Retirement Services team members drive for results and deliver excellent customer service
• Bachelor's Degree, or, Associate's degree plus 2 years related experience in retirement plans or financial accounting, legal, audit, planning, or asset management
• OR 4 years related experience in retirement plans or financial accounting, legal, audit, planning, or asset management
• Experience in retirement plan servicing and cross-tested plan design is strongly preferred
• QKA; QPA; CEBS; RPA; or, CFP® suggested
• Exceptional communications, relationship and influence skills
• Saleforce.com related experience preferred
• Desire to work in a team environment
• Ability to simultaneously handle multiple task
• Detail-minded, organized and a self-starter
• Ability to prioritize duties and show initiative to complete tasks within required deadlines
• Demonstrated math, accounting, and analytical skills
• Ability to work in a fast-paced, high volume environment
• Adherence to accuracy and rapid response standards published by department
• Desire to exceed internal and external customer service expectations
Key behaviors:
• Enthusiastic and self-motivated, with the ability to lead projects proactively
• Meticulous attention to detail, with an overall passion for continual improvement
• Innovative and creative, with a logical and methodical approach to problem solving
• Credible and articulate, with excellent communication, presentation and interpersonal skills
• Ability to relay insight to internal and external stakeholders with various levels of knowledge and at all levels of seniority
As a Plan Manager, Sr on our Retirement Services team at One America, you would join other professionals in servicing for-profit, tax-exempt, and governmental retirement plans. Our focus with each team member is to support professional career opportunities, growth, development, accountability, and teamwork.
Servicing activities would include but are not limited to:
• Proactive outreach to plan sponsors and administrators
• Timely communications on regulatory filings
• Problem solving for plan sponsors and participants
• Partnering with other teams and departments to deliver exceptional internal and external experiences
Responsibilities would also include but are not limited to:
• Helping to enhance the EWA environment by living out the beliefs each day and encouraging Retirement Services team members to do the same
• Providing guidance, instruction and direction to Retirement Services team members to assist them in completing daily tasks
• Preparing and delivering training to Retirement Services team members
• Reviewing procedures and assist with making updates as needed
• Working closely with CMS Directors to help achieve our Key Results
• Leading and/or participating in projects with the ultimate goal of making processes better and more understandable
• Helping Retirement Services team members drive for results and deliver excellent customer service
• Bachelor's Degree, or, Associate's degree plus 2 years related experience in retirement plans or financial accounting, legal, audit, planning, or asset management
• OR 4 years related experience in retirement plans or financial accounting, legal, audit, planning, or asset management
• Experience in retirement plan servicing and cross-tested plan design is strongly preferred
• QKA; QPA; CEBS; RPA; or, CFP® suggested
• Exceptional communications, relationship and influence skills
• Saleforce.com related experience preferred
• Desire to work in a team environment
• Ability to simultaneously handle multiple task
• Detail-minded, organized and a self-starter
• Ability to prioritize duties and show initiative to complete tasks within required deadlines
• Demonstrated math, accounting, and analytical skills
• Ability to work in a fast-paced, high volume environment
• Adherence to accuracy and rapid response standards published by department
• Desire to exceed internal and external customer service expectations
Key behaviors:
• Enthusiastic and self-motivated, with the ability to lead projects proactively
• Meticulous attention to detail, with an overall passion for continual improvement
• Innovative and creative, with a logical and methodical approach to problem solving
• Credible and articulate, with excellent communication, presentation and interpersonal skills
• Ability to relay insight to internal and external stakeholders with various levels of knowledge and at all levels of seniority