The DB Project Manager is responsible for the general oversight and project management of Defined Benefit administration work related to system implementations and plan specification development for the Southern
Employee Benefits region. The PM works under general supervision exercising a great deal of initiative and independent judgment in the performance of any task assigned by the DB Operations Manager.
Milliman’s management has a history of
rewarding performance and views this position as a vital piece of its ongoing strategy to solidify and grow long-term client relationships. This position offers the opportunity to operate as a business manager along with high visibility and unlimited
RESPONSIBILITIES OF THE POSITION
Coordinate work for DB Implementations for the Southern Region for all aspects of a DB Implementation from sales transition to ongoing admin transition; includes project
management and coordination of existing client support and changes.
Coordinate staffing and implementation processes with the DB Operations Manager for new and ongoing Defined Benefit administration business on Milliman’s proprietary DB
Assist in the development and review of plan specifications, system setup and process coordination for new Defined Benefit administration implementations based on existing plan documents, summary plan descriptions, and
Assist in support of overall work management and project management tasks associated with client technology support and development.
Support marketing efforts for all Southern Region business opportunities for DB
Implementation and Administration services.
Review, restructure, and document all non-system oriented DB administration implementation policy and procedure, as appropriate.
Manage overall scope of work. Documenting and billing where
appropriate for services outside of the initial definition of the project.
Initiate and participate in any national quality improvement initiatives, identifying opportunities for improvement, leading key initiatives for the team and documenting
REQUIRED EXPERIENCE AND SKILLS
Three years of defined benefit administration and implementation experience, including processing and reviewing pension plan benefit calculations and pension plan
Three years of project management experience.
Knowledge of all regulatory facets of defined benefit plan administration such as 415 benefits limits, 401(a) (17) limits, minimum required distributions, nonqualified plans
and other defined benefit regulatory issues involving ERISA and IRS Revenue Rulings.
Must possess strong organizational skills and have the ability to effectively manage and track many tasks, issues and projects at one time.
the ability to effectively manage project scope and client expectations, while providing a high level of customer service and satisfaction.
Must possess the ability to accomplish tasks through others, in an environment with no reporting
Must possess a solid understanding of the DB outsourcing market and product.
Must possess strong verbal and written communication skills.
EA, ASA, CPC or QPA a plus.
PMP or CAPM from the Project Management
Institute a plus.
Proficient in the use of Microsoft Windows, Office (Word and Excel) and Project. Experience with Microsoft Access and/or SQL Server a plus.
Milliman’s core values which include:
Integrity - Must be honest, fair, active listener, open communicator and accountable.
Teamwork - Work cooperatively and treat clients and coworkers with respect and dignity while valuing
individual differences, encouraging new ideas and sharing information.
Commitment to excellence - Demonstrate commitment to being creative, innovative, flexible and adaptable, focusing on quality solutions, continually improving and being a
Type “A” personality - High energy with effective poise and presence, self-motivated and relentlessly striving towards goals.
A competitive base salary, plus a performance-based
incentives bonus tied to the overall business performance. The firm offers an outstanding and comprehensive benefits package.
Milliman employs more than 3,300 people working in employee benefits, healthcare, life
insurance/financial services, and property and casualty insurance. For more than 70 years, the firm has quietly earned a reputation for exceptional services, innovation and quality. Today Milliman is one of the nation’s most highly regarded providers
of retirement plan services to the full spectrum of business, financial, government and union organizations.