- Customer Relationship Management
- Microsoft Office
Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.
Our over 5,000 associates across 40 locations across the country provide world class service to:
30,000+ employer sponsored retirement plans
8 million+ employees participating in their employer-sponsored retirement plan
467,700+ individual life insurance and annuity accounts
$460 billion+ total assets under administration
The Client Service Manager Non-Qualified Benefits is responsible for coordinating non-qualified Retirement Plan Services operational functions in order to enable the delivery of plan administration in accordance with service level agreements for the clients they are assigned (typically 6-10 plan sponsors). This position will focus on providing reports, working with disbursements and handling the annual enrollment process for NQ plans.
Day to day oversight for a group of assigned clients.
Specifically manage/direct all non-qualified benefits per contractual commitments and ensure operational service level agreements are met and that work is performed on time with high quality.
Tasks performed, but not limited to: installment calculations, distribution management, enrollment coordination, feedback validation and issue resolution. Assist relationship Client Service Manager with non-qualified related issues. These responsibilities include client event preparation and initial escalation for risks/issues. Develops and facilitates execution of the action plan necessary to ensure their clients are being served in an optimum operating environment.
Research and resolve participant issues related to Non-Qualified plans assigned.
This includes initiating client contact and corresponding with Plan Sponsors to obtain information needed to complete work.
Prepare routine and ad hoc reports for clients in accordance with procedures and/or directives provided by the Client Service Manager. This requires the extraction of data from domain specific recordkeeping systems and subsequent incorporation of it into various Microsoft Office templates and/or posting to the Plan Sponsor Portal. It may also include submitting a request for data extraction to IT.
Develop relationships with assigned clients and routinely follow up with them to ensure Retirement Plan Services is achieving high client satisfaction. Other duties may be assigned.
Bachelor's degree in a related field or an equivalent combination of education and work experience required.
1+ years 409A plan administration experience required.
3+ years in the financial services industry with experience administering non-qualified plans in either a client service, relationship management and/or operations role preferred.
3+ years experience with client management / client facing responsibilities preferred.
Familiarity with employee benefit recordkeeping systems.
Familiarity with common project management and testing methodologies preferred.
Ability to multi-task in a fast paced environment required.
Strong written and communication skills required.
Strong resilience when working in a deadline oriented environment required.
Ability to plan and prioritize required.
Must be able to work flexible hours as needed.
Adept at Microsoft Office software programs.
Working Conditions / Physical Requirements:
Normal Office Working Conditions
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.
About Great-West Financial
At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.