#LI-JSS #LI-Hybrid Job Purpose/Objective • Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients • Transitions include plan conversions from one recordkeeper to another Essential Functions and Primary Duties • Oversee new plan implementation or plan transition process on all levels. • Primary contact for all onboarding-related activity. • Facilitate plan design calls. • Prepare recordkeeper paperwork. • Update internal systems. • Communicate with Plan Sponsors, Financial Advisors, and other TPA firms. • Provide general client service and problem resolution services. • Assign, monitor, and review progress and accuracy of work; direct efforts and provide technical guidance on more complex issues. • Assumes accountability for decisions made by subordinate staff. • May spend a portion of time performing individual tasks related to the unit; however, supervisory activities constitute a primary part of the job. • Provide major input into hiring decisions. • Provide major input into rewarding and disciplinary actions. • Execute annual goals and priorities. • Ensure subordinates perform work as prescribed by policies and procedures in order to achieve productivity, service, and quality standards. • Administer and execute policies and procedures affecting staff. • Analyze and resolve problems, interpret policies, and demonstrate solid subject matter knowledge. • Motivate, guide, and train staff. • Listen and resolve grievances. • Additional responsibilities as assigned. *Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size. Preferred Qualifications • Bachelor's degree. • Pension Administrator, Qualified 401(k) Administrator (QKA), or pursuing Qualified Pension Administrator (QPA) and/or Qualified 401(k) Administrator (QKA) credentials. Minimum Qualifications • High School Diploma or GED equivalent required • More than 5 years customer service experience in the insurance industry required • Must maintain current required licenses and certifications relevant to field of expertise • Demonstrate industry experience and technical knowledge in area of expertise • Proficient use of applicable technology • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally • Strong communication skills both oral and written with all levels of organization, both internally and externally