Pension Administrator I
Western & Southern Financial Group · Cincinnati, Ohio, US
Overview Performs plan administrative services for assigned group of pension administrators. Serves as main point of contact for pension risk transfer deferr...
Job description
Overview Performs plan administrative services for assigned group of pension administrators. Serves as main point of contact for pension risk transfer deferred participants. Works with minimal supervision and provides limited consultation to plan sponsor or agent only when supervised by a Sr. Pension Administrator or Manager. Responsibilities: What you will do: - Maintains positive relationships with plan sponsors, agents, and internal clients. - Maintains positive relationships with deferred participants from the Pension Risk Transfer group. - Facilitates quote requests for Pension Risk Transfer clients in collaboration with the Actuarial department. Prepares benefit election forms using information provided by Actuarial department and oversees the distribution process before handing off to Business Quality Assurance team. - Oversees Pension Risk Transfer phonelines and responds to enquiries daily to ensure all participants are answered in a timely manner. - Provides monthly and weekly sales and administrative reports for Retirement Services in a timely manner. - Proactively notifies plan administrators of governmental deadlines and ensures compliance with due dates. Prepares all...