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Transition Specialist

DIETRICH

(Remote / Plymouth Meeting PA / Hybrid)

REPORTS TO:  Executive Vice President

JOB SUMMARY:  This is a full-time, exempt, salaried position, in corporate office with telecommute potential.

ESSENTIAL DUTIES and RESPONSIBILITIES:

• Manage the transition process for group annuity purchases to include:  data compilation, formatting, timeline management, necessary documentation and supporting the underwriting process.
• Manage all aspects of individual annuity placements.
• Interpretation of pension plan documents to build Bid Specifications packages.
• Soliciting, reviewing, and presenting insurance company proposals.
• Coordinate and schedule virtual client meetings, as needed.
• Maintain adequate documentation in CRM system.
• Manage projects, as assigned.
• Function as human resources liaison for Executive Management; track and monitor PTO usage, update Employee Handbook as needed, provide guidance on federal/state/local human resources-related compliance.
• Maintain and expand working relationship with human resources network.

EDUCATION/QUALIFICATIONS/SKILLS:

Required:

• Degree in a related field (such as business, accounting, human resources), or a combination of education and experience.
• Excellent communication skills (interpersonal, verbal, written).
• Proven organizational skills with an emphasis on attention to detail.
• Proficient in Microsoft 365, with emphasis on Excel.

Preferred:

• Human Resources and Retirement Plan Experience

Note:  This job description is intended to describe the major functions and characteristics of this job. It is not intended to describe all functions or responsibilities, which may be assigned to the incumbent employee. It is always within the employer’s right to add to, delete from, or further modify this job description at any time. This document is not to be construed as an employment contract of any type. EOE.

How to Apply

To apply, email your resume to krista.dietrich@dietrichannuity.com 

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