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TPA Administration Manager

Pentegra

in Blacklick OH

Pentegra

Job Summary:  Manage Team to successful completion of Team objectives. Manage Team to promote the well-being of all Team Members. Always promote & strive for superior customer service, high quality standards on deliverables, and the consistent meeting of quotas.   

Responsibilities:  Initial point of contact for all Team related matters

  • Responsible for management of and assistance with all / select areas below
    • Account management - client facing activities and services
    • Compliance testing and calculations - and other related activities
    • Distribution, trust accounting, project processing - and related activities
    • Quality control process as it relates to all work performed
  • Maintain high level of professionalism with staff, clients & brokers
  • Illustrate positive attitude and invoke “Team Player” ethic in all situations
  • Able to work independently & exercise good judgement in decision making
  • Oversee work flow and Team obligations
  • Ensure staff has necessary tools to meet all expectations of their jobs
  • Standards enforced for quality and turnaround times
  • Responsible for all deadlines related to Team’s responsibilities
    • Confirm 5500 filings each month (and 5558s when applicable)
    • Manage processing of Testing and Calculations to meet client deadlines
    • Ensure internal deadlines for projects and quotas are met
  • Handle / supervise all client and broker complaints to conclusion
  • Manage staff PTO requests & special work time requests to ensure coverage
  • Manage staff work times, behavior, conduct and actions to Pentegra standards
  • Ensure all policy/procedures are adhered to
  • Create Performance Improvement Plan (PIP) when an issue is identified
  • Troubleshooting / problem resolution when necessary
  • Attend Client / Broker meetings as needed
  • Completed special projects as assigned
  • Recommend new procedures as needed

Requirements: 

  • 5+ years of experience In Retirement Plan Administration
  • Experience managing others preferred (managing EEs remotely a plus)
  • Ability to manage responsibilities up and down the reporting chain

How to Apply

Please email resume, along with salary requirements, to HR@Pentegra.com


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