Manger of Retirement Administration

3 months ago

Austin, United States Boon Full time

Overview


Boon has an exciting career opportunity for a Manager of Retirement Administration. The Manager of Retirement Administration is responsible for driving white glove administrative support for client’s retirement offerings. This includes account management, managing team members and supporting the sales process through implementation. The department provides full-service support to client’s regarding all aspects of their retirement programs. The department is responsible for plan implementation, coordinating compliance reporting, reconciling and submitting plan contributions and answering non investment employer and employee questions. The Manager is also responsible for vendor management and carrier communication.




At Boon, an Accretive company, we specialize in designing innovative fringe benefit solutions to meet the unique needs of government contractors. Our “3 Cs” approach to benefits for government contractors, allow us to create products that are compliant, cost-effective, and, above all, competitive. For more information about us, please visit www.boongroup.com.



What You'll Do


  • Manages the implementation of new retirement groups from post-sale to inception.
  • Provides oversight of the Retirement Services Account Managers and is responsible for their performance and development.
  • Manages the day-to-day operations of the retirement department.
  • Reviews action plans and establishes performances goals for sales team.
  • Hires, trains, supports, tracks sales performance, provides performance feedback, counsels for improved performance, motivates and recognizes employees, and escalates employee issues to manager and/or Human Resources
  • Partners with the Account Management team and other internal departments to provide consistent marketing and customer service to existing clients.
  • Monitors and facilitates client distribution requests for applicable clients that have 3/16 services.
  • May represent Company at trade associations, conferences and tradeshows to network and promote products.
  • Required to pass all applicable trainings specific to HIPAA and any other company required trainings.
  • Follow the company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls, and HIPAA Privacy and Security regulations.
  • Completes special projects and other duties as assigned.



What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:

  • Competitive base salary.
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
  • Company match 401(k) plan – 50% up to 6%
  • Support of your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers.
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
  • Pet benefits & discounts.
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout Accretive.



What You'll Need

  • Minimum of 5+ years’ experience in the employee benefits/retirement industry required.
  • Bachelor’s degree in business, marketing, engineering or equivalent education and experience required.
  • 5 years of management experience.
  • Ability to handle multiple projects and implementations with varying deliverables.
  • Excellent organizational skills and the ability to effectively prioritize in a busy work environment.
  • Proven leadership skills and the ability to drive retirement teams.
  • Thorough knowledge of Employee Retirement Income Security Act (ERISA) law required.
  • Expert computer skills with Microsoft Office (Word, Excel, Outlook, and PowerPoint) and the Internet.



Grow, with us

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.



Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.



Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger

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