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Retirement Plan Conversion Specialist
Benefits Consultant Group / Horace Mann
in Cherry Hill NJ
Benefit Consultants Group/Horace Mann Educators is the largest multiline insurance company in the U.S. focused on educators (K-12). The company offers annuities, auto, home and life insurance through an exclusive sales force of more than 800 distribution points, and we are rapidly growing! We have several exciting positions available right now, including a Retirement Plan Conversion Specialist based in our Cherry Hill, NJ location.
The candidate will be responsible for processing plan conversions and plan de-conversions, and Fund Additions. This position includes new and takeover plan set ups, internal conversions, plan and service termination work. Familiarity with the Relius platform is a plus.
Daily activity will include:
- Relius set up (new plans and takeovers)
- Takeover & Internal Conversions
- Service Termination De-conversion
- QDIA's and Plan Reports Online
- Call Center
Job Requirements:
- College Degree preferred, but not required
- Strong MS EXCEL Skills
