PLAN SERVICES CONSULTANT-DECONVERSIONS
OneAmerica - Indianapolis, IN

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The Deconversion Consultant works with clients on the daily administration of all types of Retirement Plans, specifically with clients that are moving their plan to another carrier, terminating their Retirement Plan in its entirety, or are merging their current Retirement Plan into another Retirement Plan. 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 handling moderate problems or inquiries for assigned caseload, ensuring customer satisfaction. Responsible for sharing information with internal customers and bringing more complex decision-making issues/problems to their Supervisor. Must prioritize workload in compliance with established turnaround times and deadlines.

Requirements
A 4-year degree, or 2-year degree and 2 years experience, or 4 years related experience. Experience in retirement plan servicing is strongly preferred. ASPPA QKA or QPA; CEBS or RPA suggested. Must possess strong verbal and written communication skills. Must be able to handle a constantly changing caseload and have the ability to prioritize one’s work. Must have ability to meet established turnaround times and adhere to department accuracy and response standards. Must possess strong math, accounting, and analytical abilities. Must be willing to work hours needed to complete the assigned tasks.

OneAmerica - 22 months ago - save job
About this company
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The OneAmerica® network of companies offers a variety of products to serve the financial needs of our policyholders and clients. Our...