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Conversion Manager

The Benefit Advantage

(Remote / Auburn Hills MI)

Details:  The Benefit Advantage, Inc. (TBA), is an aggressively growing boutique firm located in Auburn Hills, MI.  TBA offers a positive work environment that focuses on creating successful outcomes for our staff and our clients.

Responsibilities may include but are not limited to:

• Onboard new adopting employers to existing MEPs. This includes overseeing the transfer and re-investment of plan assets at Recordkeeper.
  • Create a positive transition experience for clients through conference call consultation and consistent email updates and progress reports
  • Coordinate all required setup paperwork, transfer paperwork, participant notification, and plan document review for multiple projects at once
  • Consistent review of onboarding plan projects to ensure set-up paperwork is accurate, complete, and in good order
  • Communicate service expectations, conversion procedures, and timing standards to clients, internal departments, and other vendors involved
  • Identify issues encountered during plan installation process
  • Track and monitor all transition milestones using project management tools
• Coordinate service termination for adopting employers in existing MEPs.  This includes required paperwork, details and transfer steps to new Recordkeeper.
• Coordinate and collaborate with internal departments
• Stay up-to-date on industry trends and changing benefits-related legislation

Qualifications:

• A minimum of 2 years of industry experience
• Experience with defined contribution plans, plan documents and ERISA regulation
• Experience with Multiple Employer Plan is a bonus
• Experience with PensionPal is a bonus
• Excellent Microsoft Excel and Word skills
• Excellent analytical and decision-making skills
• Project management leadership 
• Independently manage workload and prioritization of duties
• Meeting internal and external deadlines
• Superior communications skills, both oral and written
• Commitment to excellence in providing a positive client experience
• Ability to influence and persuade others through verbal and written communication
• Ability to work efficiently in a fast-paced environment without compromising quality or accuracy

Benefits:

• Health Insurance
• 401(k) & Cash Balance Plan
• Personal/Vacation and Flex Time
• Competitive Compensation based on level of experience

How to Apply

Please email your resume to cpauli@tba401k.com 

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