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Conversion Project Manager
EPIC RPS
(Remote)
This role will coordinate a plan's conversion from an external providers to EPIC RPS by managing the interactions with outside firms, sales team and internal teams to manage the necessary tasks to meet the agreed upon timeline to satisfy client expectations.
Tasks Performed:
- Facilitates ongoing communication throughout conversion process such as weekly status calls, verification of blackout/liquidation period, plan conversion timeline, etc.
- Creates customized communications term letters, blackout notices, and participant communications to review with client and conducts call with previous record keeper to discuss timeline of conversion, contents of conversion files and expectations. Coordinates the collection of key conversion details into the conversion data form, coordinates enrollment books creation with internal EPIC RPS Teams, billing and data capture and payroll file format. Creates forms to be placed on the plan's website to be used by the client/Plan Sponsor/Plan Participants.
- Coordinates with Sales Team to discuss desired plan conversion expectations and conversion strategy. Enters the New Plan Conversion Request into the conversion queue and works with the Conversion Manager to assign the appropriate Conversion Specialist to coordinate conversion data related work.
- Conducts the plan hand-off meeting with the designated Service Team member once the conversion process has been completed.
- Involved in planning long-term or short-term conversion business objectives. Authority to formulate, affect, interpret, or implement management policies or operating practices in the best interests of EPIC RPS and our partners which is inclusive of making conversion related decisions as needed. Must be able to negotiate best practices in the best interest of both Client and EPIC RPS.
Education and Experience:
- Bachelor's degree in business related field and five (5) years of conversion experience; or equivalent combination of education and experience
How to Apply
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EPIC RPS has trusted BenefitsLink to help reach qualified candidates for this opening.
