Senior Retirement Services Coordinator

1 month ago


Goshen, Indiana, United States Everence Full time
Job Title: Senior Retirement Services AdministratorJob Summary

The Senior Retirement Services Administrator will play a key role in the daily and ongoing operations of Everence annuities and Everence Retirement Services (ERS). This position will be responsible for coordinating with other staff to complete administrative tasks, providing leadership to annuity product strategy, and maintaining expertise in annuities and ERS products.

Key Responsibilities
  1. Coordinate with other staff to complete day-to-day administrative tasks in annuities, including processing surrenders, maturities, retirement payments, and correspondence.
  2. Provide leadership to Everence annuity product strategy, operations, and sales.
  3. Coordinate the onboarding of new ERS plans, facilitate communication between advisors and third-party providers, and maintain the day-to-day operation of existing ERS plans.
  4. Develop and maintain expertise in annuities and ERS products to assist clients and Everence consultants in establishing accounts, completing enrollment materials, maintaining accounts, and completing forms.
  5. Provide customer service to advisors, employers, and participants.
  6. Produce operation and participant reports for annuities and ERS.
  7. Provide backup to the Life Administrator when necessary.
  8. Assist in compliance activities related to all retirement products.
  9. Maintain all administrative forms, manuals, and form letters.
  10. Assist in maintaining all retirement operations systems and procedures.
Requirements

To be successful in this role, you will need:

  • A college graduate degree
  • Prior experience in the financial services industry is preferred
  • Strong working knowledge of Microsoft Access, Excel, and Word
  • Ability to take initiative, work independently and with others, and provide leadership
  • Strong written and oral communication skills
  • Ability to handle multiple projects and provide good customer service
  • Either possess or be willing to obtain professional certifications
Work Environment

This is a full-time position with no supervisory responsibility.



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