Note: The job is a remote job and is open to candidates in USA. OneAmerica Financial is committed to creating certainty for its customers and delivering financial strength. The Pension Client Services Consultant will lead transition efforts for Pension Risk Transfer business, ensuring successful installations and maintaining relationships with Plan Sponsors and intermediaries.
Responsibilities
- Oversee, manage, and drive the successful installation of newly sold Pension Risk Transfer cases in a timely and efficient manner
- Act 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
Skills
- Bachelor's Degree required
- 3–5 years of pension administration experience required
- 1–2 years of implementation and/or programming experience required
- 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
- Professional certification recommended: American Society of Pension Professionals & Actuaries (ASPPA) or a similar industry-recognized certification
Benefits
- In addition to base pay, this role is eligible for an annual incentive program.
- 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*)
- 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.
Company Overview
Company H1B Sponsorship