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Plan Manager - Trust

OneAmerica

in Indianapolis IN

About OneAmerica
A national leader in the insurance and financial services marketplace for nearly 140 years, the companies of OneAmerica help customers build and protect their financial futures.

OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset based long-term care solutions and employee benefit plan products.

Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources that are committed to providing value to our customers.

Title: PLAN MANAGER – TRUST

Location: Indianapolis, IN

Compensation: Competitive Salary and Full Benefits, including 401k match, 100% employer paid pension, on-site medical clinic, fitness center and cafeteria. Paid parking. Competitive PTO

Level: Full-Time Position. Perm

This position serves as a team member responsible for the day-to-day consultative servicing of our top tier employer sponsored retirement plan clients. 

RESPONSIBILITIES

  • Coordination of all service deliverables from the corporate office
  • Ensuring that all commitments and needs are addressed timely
  • Responsiveness to all client inquiries and requests
    Hands-on problem resolution associated with operational processes (e.g. contributions, distributions, reporting, etc.)
  • Quarterly statement review and trouble-shooting;
  • Consultative communication of regulatory issues and trends for our clients’ consideration

The Plan Manager coordinates resources to consistently meet expectations for all annual plan life-cycle events; documents all significant commitments and interactions; participates in departmental projects in collaboration with supporting service teams within the organization. 

ATTRIBUTES

The successful candidate will:

  • Possess a positive attitude
  • Have an independent, take-charge approach to managing their assigned book of business
  • Have proven time management skills
  • Demonstrate a level of confidence that allows him/ her to present comfortably in front of groups

REQUIREMENTS

  • Bachelor’s Degree and 5 years of Retirement Service experience is required,
    • OR… a Associates’ Degree plus 6-8 years’ Retirement Service experience
  • A plus either possess a certification for:
    • Qualified Plan Administrator (QPA)
    • Qualified 401(k) Administrator (QKA)
    • or a Certified Employee Benefits Specialist (CEBS) designation.
  • The ability to travel, within all areas of the United States, is needed.

How to Apply

Interested in this role?  Please email your resume to anna.whiteman@oneamerica.com for consideration.

Visit our web site.


This ad has been viewed 455 times. It expires on 12/2/2017.

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