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EO

Pension Client Service Consultant

Employment Opportunities
Posted 5 days ago
🇺🇸United States🏢Hybrid💰$66.0K–$110.0K📁Customer Support
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Description At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives The Pension Client Services Consultant works with external Brokers and Consultants, the internal sales desk and the Pricing Actuaries to lead transition efforts for Pension Risk Transfer business. This role is responsible for transitioning new business to OneAmerica Financial. The Consultant is responsible for all post placement transition work including implementation, data review and coordinating with internal business partners. This role is also responsible for maintaining an on-going relationship with the Plan Sponsors and intermediaries as needed. What you will need: Oversee, manage, and drive the successful installation of newly sold Pension Risk Transfer cases in a timely and efficient manner. A ct as the subject matter expert for ongoing administration and trouble shoot any issues. Develop and maintain dashboard that tracks performance of key metrics for line of business including ongoing PRT transitions, transition service standards, and ongoing service standards. Ensure that all required communication is performed professionally in a timely and accurate manner. Ensure timely reconciliation with revenue and premium requirements. Work with Consultants, Plan Sponsors, and legal to finalize contractual language. Identify and manage risks to ensure that critical problems are escalated at the earliest opportunity and mitigating actions are put into place. Ensure and maintain on-going data quality and accuracy within our existing database. Research and resolve any discrepancies. Support Pension Analysts and Pension Actuaries as needed. What you will need: Bachelor’s Degree required 3–5 years of pension administration experience required 1–2 years of implementation and/or programming experience required Professional certification recommended: American Society of Pension Professionals & Actuaries (ASPPA) Or a similar industry-recognized certification Strong proficiency in Microsoft Office, especially Microsoft Excel Ability to manage, analyze, and validate large data sets Strong focus on data accuracy and quality control High level of integrity and professionalism Strong attention to detail Analytical and problem-solving skills Ability to work accurately with complex pension and benefits data Salary Band: 05B #LI-SH1 This selected candidate will be expected to fully remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration. Consistent with applicable pay transparency laws, we disclose the compensation range for this position: $66,000 – $110,000 annually. Actual compensation will be determined by factors such as education, experience, geographical location, and other job-related factors permitted by law. In addition to base pay, this role is eligible for an annual incentive program. We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to: Medical & prescription, dental, vision insurance Health Savings Account & Flexible Spending Accounts Paid Time Off 10 weeks 100% paid parental leave (after completing 12 months of employment) 401(k) Plan with company match Pension Plan Company paid life & disability insurance Wellness Program & Company paid employee assistance program Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati ) If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York. Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. Disclaimer: American United Life Insurance Company (“OneAmerica Financial”) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law. For all positions: Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered. To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.

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