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Retirement Plan Admin / Pension Underwriter


in Plymouth Meeting PA


Job Summary

Employee benefits brokerage firm seeking candidate with retirement plan administration and regulation experience with exposure to pension underwriting. The candidate will be responsible for interpreting pension plan documents, building plan specification packages, reviewing and formatting participant data, soliciting insurance company proposals, compiling and presenting results. This role will support and manage a variety of projects and work closely with internal and external contacts.

Responsibilities and Duties

  • Pension plan interpretation
  • Bid solicitation and negotiation
  • Project management
  • Liability settlements and analysis
  • Occasional travel required

Qualifications and Skills

  • BS / BA required – Mathematics or other financial or analytical curriculum a plus- economics, finance, statistics and/or professional certifications preferred
  • Minimum of 5 years in retirement industry and/or pension/insurance underwriting, consulting, customer service, design or account management
  • Proficiency in Microsoft Office, especially Excel
  • Ability to work well both independently and in group setting
  • Detail oriented
  • Creative problem solver
  • Strong interpersonal skill set
  • Solid presentation skills
  • Excellent written and verbal communication skills
  • Job Type: Full-time

How to Apply

Email resume and cover letter to 

This ad has been viewed 390 times. It expires on 6/8/2019.

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