Senior Retirement Services Coordinator

2 days 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.



  • Goshen, Indiana, United States Everence Full time

    POSITION SUMMARYThe role involves supporting the operational leadership for activities associated with Everence Retirement Services (ERS), focusing on the daily administrative functions of Everence annuities and the Mennonite Retirement Trust (MRT), while also providing assistance within the department as required.RESPONSIBILITIES AND DUTIESOversee the...


  • Goshen, Indiana, United States Greencroft Communities Full time

    Position OverviewGreencroft Communities is seeking a dedicated Nursing Services Coordinator to enhance our vibrant and supportive environment. This role presents an excellent opportunity to contribute to our esteemed senior living facility, where we foster a culture of collaboration and inclusivity, aligned with our core values of Creativity, Respect,...


  • Goshen, Indiana, United States Greencroft Communities Full time

    Job OverviewGreencroft Communities is seeking a dedicated Nursing Scheduler to enhance our supportive and engaging environment. This role presents an excellent opportunity to contribute to our esteemed senior living community, where we foster a culture of collaboration and inclusivity. Our core values—Creativity, Respect, Openness, Fairness, and...


  • Goshen, Indiana, United States Quantech Services Full time

    Job Title: Senior Cybersecurity Assurance Analyst Functional Title: Intermediate Information Systems Security Officer (ISSO) Location: Fort George Meade, MD Education: Bachelor's Level Degree Job Type: Full-time Job Overview: As a Senior Cybersecurity Assurance Analyst, you will play a pivotal role in supporting the information assurance initiatives of our...


  • Goshen, Indiana, United States Greencroft Communities Full time

    Position OverviewGreencroft Communities is seeking a dedicated Nursing Scheduler to enhance our vibrant team. This role presents an excellent opportunity to contribute to our esteemed senior living environment, where we prioritize a collaborative and inclusive culture that fosters personal and professional growth. Our core values, known as...


  • Goshen, Indiana, United States Leidos Full time

    About the RoleWe are seeking a highly skilled Cyber Operations Support Specialist to join our team at Leidos. As a key member of our Cyber Coordination Center, you will play a critical role in ensuring the smooth operation of our cyber systems and services.Key ResponsibilitiesCyber Coordination: Represent Leidos' interests and priorities to senior...


  • Goshen, Indiana, United States Leidos Full time

    Job SummaryLeidos is seeking a highly skilled Senior Systems Manager to join our team in the Camp Springs, MD area. As a key member of our team, you will be responsible for managing the technical aspects of large litigation support projects, including setting up specialized databases and customized applications.Key Responsibilities:Manage resources for...


  • Goshen, Indiana, United States Irving Materials, Inc. Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at Irving Materials, Inc. as a Dispatch Coordinator. In this role, you will be responsible for effectively interacting with customers, scheduling and organizing dispatching for multiple plants and up to 50 trucks, and utilizing a computerized...


  • Goshen, Indiana, United States Greencroft Communities Full time

    Position OverviewAre you a dedicated professional with a strong commitment to enhancing the lives of seniors? Do you possess excellent communication skills and critical thinking abilities?At Greencroft Communities, we are committed to fostering a fulfilling work environment where you can advance your career while making a significant impact on the lives of...


  • Goshen, Indiana, United States Greencroft Communities Full time

    Position OverviewAre you a proactive problem solver with excellent communication skills and a dedication to senior care? Are you interested in advancing your career in a supportive environment?At Greencroft Communities, we are committed to fostering a rewarding career path for our team members. Our organization is built on principles of customer-focused...


  • Goshen, Indiana, United States Caring for Family of Companies Full time

    Job SummaryCaring for Family of Companies is seeking a highly skilled and experienced Executive Director to lead our organization's operations. As a key member of our senior leadership team, you will be responsible for driving business growth, improving operational efficiency, and shaping the future of our organization.Key ResponsibilitiesStrategic...


  • Goshen, Indiana, United States Dine Development Corporation Full time

    Position Overview:The Senior IT Project Leader is responsible for overseeing all facets of project execution, including technical, contractual, administrative, and financial aspects. This role involves managing multiple projects concurrently, supervising team members engaged in various project activities, and ensuring the successful completion of all...


  • Goshen, Indiana, United States The Laurels of Goshen Full time

    About The Laurels of GoshenWe are a leading provider of senior care services, dedicated to improving the lives of our guests. Our team of experienced professionals is committed to delivering exceptional care and support.Job SummaryWe are seeking a highly skilled and compassionate Social Work Professional to join our team at The Laurels of Goshen. As a Social...


  • Goshen, Indiana, United States The Laurels of Goshen Full time

    About The Laurels of GoshenWe are a leading provider of senior care services, dedicated to improving the lives of our guests. Our team of experienced professionals is committed to delivering exceptional care and support.Job SummaryWe are seeking a highly skilled and compassionate Social Work Professional to join our team at The Laurels of Goshen. As a Social...


  • Goshen, Indiana, United States Goshen Health Full time

    Job SummaryWe are seeking a highly skilled Bilingual Patient Services Representative to join our team at Goshen Health. As a key member of our physician's office, you will be responsible for performing all accounting duties, including patient charges, receipts, and collections. Your excellent communication skills and bilingual abilities in Spanish will...


  • Goshen, Indiana, United States Govcio LLC Full time

    Job SummaryWe are seeking a highly skilled IT Service Technician/Security Associate to join our team at GovCIO LLC. As a key member of our IT support team, you will provide technical assistance and support to our federal customer, ensuring the smooth operation of our IT systems and infrastructure.Key ResponsibilitiesProvide onsite technical support for our...


  • Goshen, Indiana, United States Leidos Full time

    Job SummaryWe are seeking a highly skilled Senior Acoustic Sensors Modeling Analyst to join our team at Leidos. As a key member of our Maritime Systems Division, you will provide expertise in conducting in-depth acoustic performance analysis of foreign maritime platforms and systems.Key ResponsibilitiesConduct acoustic modeling analysis of foreign...


  • Goshen, Indiana, United States Indiana Fram Insurance Full time

    Job Summary:We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Indiana Fram Insurance. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving issues, and building strong relationships.Key Responsibilities:Customer Interaction:...


  • Goshen, Indiana, United States Greencroft Communities Full time

    Position OverviewGreencroft Communities is seeking a dedicated Director of Social Services to oversee our Healthcare Social Services Program. This role is essential in fostering a supportive and collaborative atmosphere within our organization, where we uphold our core values of Creativity, Respect, Openness, Fairness, and Teamwork.Key...


  • Goshen, Indiana, United States Greencroft Communities Full time

    Position OverviewAre you passionate about enhancing the dining experience for residents in a community setting? At Greencroft Communities, we are seeking a dedicated Director of Culinary Services to lead our culinary team and ensure the delivery of exceptional dining experiences.As the Director of Culinary Services, you will play a crucial role in providing...