VALIC specializes in retirement savings and investment products and services, including individual variable and fixed annuities, group retirement
products, mutual funds, financial planning and investment advisory services and guaranteed investment contracts. VALIC has been in the 403(b) market since its inception writing the first K-12 403(b) programs almost 50 years ago.
We are currently
recruiting for a Sr. Implementation Consultant within our Implementation Services department:
Position Overview: This position will serve as the primary point of contact and liaison for VALIC during implementation activities. It will
provide responsive and pro-active customer service at the group level and to their aligned regions. In this role, you will be a primary resource for subject matter expertise on retirement plans and the implementation processes.
Consulting/ Contract Negotiation
Consults internal/external customers on timing of deliverable dates based segment model and region
Primary group/internal liaison for the implementation process and/or
escalated customer issues and/ or events per segment model
Analyzes and effectively communicates broader operations aspects to help influence decisions across departments for services being implemented
Coordinates and facilitates the plan
launch meeting with the client and all project team meetings
Develops and manages project plans for incoming business within assigned region
Develops and executes plans to improve customer
satisfaction and overall quality of deliveries
Identifies out of scope services and escalates as needed to ensure all services are included in pricing
Must be proactive in managing issues by anticipating the outcome of the process and
ensuring all necessary steps have been taken.
Models and coaches others on Customer Service Excellence within Implementation
Develops key strategies for retention and future business wins
through the interactions with Implementations Services
Identifies gaps and facilitates training needs within the team
Reviews final agreements for system setup based on segment model and performs
final quality review of client deliverables
Reviews and participates on RFP process for new business to identify potential solutions based on Implementations Service model and scope
Develops knowledge/content management strategy with
accountability for maintenance of Implementation Tools and Reference Database
The ideal Senior Implementation Consultant will be self-driven, results-oriented with a positive outlook and a clear focus on providing a high quality of
customer service, leading to sustainable customer relationships. They will be flexible, adaptive and comfortable with process evaluations and decision-making in a dynamic implementation environment.
in related field and five years related work experience
Extensive client management and advanced application of retirement plan recordkeeping systems.
Successful completion of relevant professional designation preferred (i.e. CEBS, ASPA,
Solid knowledge of pension plan types and a knowledge of defined contribution plan daily valuation recordkeeping systems
Excellent communication skills, including verbal, written, interpersonal and presentation skills
Demonstrated proficiency with computer software
Ability to analyze data, determine root cause, and provide and/or develop an appropriate solution for resolution