Implementation Manager I, Retirement jobs in United States
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National Benefit Services, LLC · 1 day ago

Implementation Manager I, Retirement

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level

National Benefit Services, LLC is an employee-focused organization seeking an Implementation Manager I for their retirement plans. The role involves guiding the transition of plans from Business Development to operations, managing documentation, and ensuring compliance with relevant laws and regulations.

Financial ServicesInsuranceRetirement

Responsibilities

Complete the implementation of retirement plans, coordinating and communicating directly with the client/broker/vendor during the implementation process
Manage the collection and delivery of necessary documentation and regulatory paperwork; Review and verify for compliance and operational accuracy
Audit individual plan design for inefficiencies and to ensure proper fit to client’s needs
Understand and proficiently apply relevant laws and regulations to clients’ retirement plan
Maintain regular communication with your case load of onboarding clients
Learn and keep current on laws and regulations governing retirement plans through training and education
Meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
Perform other duties as assigned by team supervisor and department Vice President

Qualification

Retirement plan implementationRegulatory complianceIndustry certificationsRetirement industry experienceCustomer service skillsTechnical aptitudeAttention to detailVerbal communicationWritten communicationTeam-first attitude

Required

Attention to detail and accuracy of work is critical in this role
Strong interpersonal and customer service skills are necessary to be successful in this role
Must be able to represent NBS's standard of excellence with professional, articulate verbal and written communication skills
Follow established processes
Be motivated to contribute and have a positive, team-first attitude
Obtain and keep current on appropriate industry certifications
This is a remote position; You must have the technical aptitude needed to self-support in a remote work environment

Preferred

Bachelor's degree or work equivalent
RPF, TGPC or QKA
Retirement industry experience

Company

National Benefit Services, LLC

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National Benefit Services, LLC is an outsourced employee benefits provider in the retirement and consumer driven healthcare markets.
dateFounded in 1986
location
West Jordan, Utah, USA
people-size201-500 employees
web-link
https://www.nbsbenefits.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Paul Lovell
President & CEO
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Eric Thorne, QKA, TGPC, AIF®
Senior Vice President, Business Development and Strategic Partnerships
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Company data provided by crunchbase