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Conversion Specialist

American National

in Galveston, TX


  • Responsible for inputting plan data into the Relius Administration system which include the interpretation of the plan document.
  • Responsible for setting up website which includes setting up the plan for the Plan Sponsor Web’s Data Validation Center.
  • Responsible for the coordination and implementation of takeover assets which includes acting as a liaison between Plan Sponsor and prior Third Party Administrator and reconciliation of plan assets.
  • Responsible for communication with agents and plan sponsors regarding the administration of the plan which includes explaining plan document provisions, website and contract fees.
  • Responsible for maintaining current knowledge of pension administration software which includes following department procedures. 
  • Responsible for miscellaneous processing which includes by not limited to the following:
  • Processing plan and contract terminations.
  • Updating Relius due to plan amendments.
  • Responsible for all other duties assigned by Supervisor


  • 5 + years of relevant work experience in the 401(k) defined contribution industry
  • Effective communication and customer service skills are required.
  • Preferred experience with Relius Administration system.
  • College Degree preferred
  • American Society of Pension, Professionals and Acturaries (ASPPA) designation preferred.

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This ad has been viewed 975 times. It expires on 4/18/2017.

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