Job Summary: The Director oversees the core TPA operation to execute the plan established by the
Regional Senior Vice President.
Identify, develop, and implement all operational procedures. In addition, as new products and services
are developed, complete a review to ensure controls and procedures are maintained at highest levels. Identify and implement improvements across the organization. Ensure that all procedures and controls are aimed at maintaining retirement plan
operational compliance per our agreements.
The Director is expected to meet with the Regional Senior Vice President on a regular basis and make suggestions in tactical and strategic initiatives.
Determine staffing requirements and oversee
personnel processes for the core TPA operation (e.g. interviewing, hiring, terminations and training) with the assistance of HR. Review training and onboarding programs for ability to prepare employees to deliver top results as early as
possible. Recommend changes to training and process documentation to deliver these results.
Provide coaching and development to employees to instill a level of confidence, along with an attitude of a “can do”
mentality. Develop cascading objectives that begin with personal commitments and roll down through the organization. Ensure that employee objectives are measurable and reviewed at least annually.
The Director acts as a representative of
the TPA business with the managers or directors of the different divisions. Big-picture strategic goals are set at the executive level but not always translated effectively to the divisional level to become the new reality of how the company does business.
The Director will aid the RSVP by recommending actions and changes aimed at making sure the broad strategic vision of the TPA is communicated accurately and effectively to their employees.
Monitor employee workloads, complete quality review checks,
including valuation work and client responses
Coordinates testing of new procedures, processes and system enhancements to ensure seamless implementation
The Director holds employees accountable by setting clearly defined goals and then
measuring the results against the goals on a regular basis. This includes leading and encouraging the employees they supervise, especially when a new company strategy involves a change in the traditional role of a division or department.
Director will focus on integrity and quality in the work effort on the operational side.
7-10 plus years of experience in TPA operations
competencies with ERISA compliance processes with in depth complex process
3 to 5 years of experience with coaching and management of a team of employees
Designations in the Field preferred (QKA, QPA, etc.)
management skills, including the ability to influence and negotiate
Manage sensitive and confidential matters effectively
Ability to adhere to high ethical standards while maintaining/promoting a positive work environment