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Plan Service Consultant

OneAmerica

in Indianapolis IN

Position:  Retirement Services – Plan Services Consultant (Levels 2-4)

Location: This position is based in Indianapolis, IN.  Will consider relo assistance for select candidates.

Position Type:  Full time, permanent position

Compensation:  Competitive base salary commensurate with experience level.  Additional bonus opportunity available.  Full benefits, 401k match, 100% employer paid pension, on-site medical clinic, fitness center and cafeteria. Paid parking. Competitive PTO and additional perks and incentives offered.

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, as applicable
  • 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

Responsible as an individual and as a member of a team for the overall quality of service provided to internal and external customers. Responsible for the core activities of participant/client service, administrative record keeping including accuracy, timeliness and documentation of communication. Responsible for sharing information with internal customers and bringing decision-making issues/problems to their Supervisor. Must prioritize workload in compliance with established turnaround times and deadlines.

REQUIREMENTS

  • 4-year Bachelors’ Degree and 2 years of Retirement Services experience
    • Or, 2-year Associate’s Degree and 2 years Retirement Services experience

    • Or, 4+ years Retirement Services experience
  • Experience in retirement plan servicing and cross-tested plan design is needed.
  • ASPPA QKA or QPA; CEBS or RPA preferred.
  • Must possess strong verbal and written communication skills.
  • Ability to handle a heavy caseload and able to prioritize one’s work.
  • Able to meet established turnaround times and adhere to department accuracy standards.Requires strong math, accounting, and analytical abilities.
  • Need to take ownership of their work and complete the assigned tasks.

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.

To learn more about our products, services and the companies of OneAmerica, visit oneamerica.com/companies.

How to Apply

To be considered for THIS opportunity, please send your resume in Word or PDF file to anna.whiteman@oneamerica.com

Or apply online usung this link: http://bit.ly/1VurGIb

Thank you!

Visit our web site.


This ad has been viewed 424 times. It expires on 12/4/2017.

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