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Specialist, Plan Implementation

Nationwide Insurance

Specialist, Plan Implementation

Columbus, OH
Full Time
Paid
  • Responsibilities

    Spec., Plan Implementation Ohio - Columbus Metro/en-US/Nationwide_Career/job/Ohio---Columbus-Metro/Spec--Plan-Implementation_54949-1/apply If youre passionate about becoming a Nationwide associate and believe you have the potential to be something great, lets talk. Number 54 on the Fortune Magazine 100 Best Places to Work. JOB SUMMARY: Forward facing role that oversees the end to end transition and onboarding process for new plan sponsor clients within Retirement Plans. Job Description REPORTING RELATIONSHIPS: nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp; nbsp;nbsp; CORE JOB DUTIES amp; RESPONSIBILITIES: 1. Oversees and manages the implementation/conversion/ of all TPA and PPA New Business/Conversion Plans. nbsp;May be involved in implementation/conversion of basic bundled plans. 2. Coordinates the New Business/Conversion process with Internal New Business/Conversion teams, Sales and Administrators to ensure a successful conversion to Nationwide. 3. Interacts with advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the New Business/Conversion experience.nbsp; 4. Helps drive retention initiatives at Nationwide through interactions and consultations with Private Sector retention team. nbsp;Collaborates with Retention Team and manages product conversion activity generated by that group (Conversion team).nbsp; 5. Functions as a subject matter resource for all Nationwide products, processes, answers complex questions from all input channels. 6. Resolves complicated and escalated service and sales issues for internal and external partners. 7. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: nbsp;Bachelor degree preferred with a concentration in business, marketing, finance or related field or equivalent related work experience; Participation in professional development programs such as ASPPA, CEBS, or NIPA is desirable. License/Certification/Designation: Series 6 - Associates must obtain the required Federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Typically 3 to 5 years in pension design, administration, record keeping or related financial services experience. Knowledge: Basic knowledge of retirement plan funding platforms and ERISA retirement plan fundamentals and concepts or advanced knowledge of retirement plan funding platforms or ERISA retirement plan fundamentals. nbsp;ERISA retirement plan fundamentals and concepts include: nbsp;plan design, plan administration, prototype and volume submitter documents for qualified plans, IRS and DOL regulations and requirements, governmental agency guidance, governmental compliance correction programs, industry groups and publications. nbsp;Basic knowledge of industry competitor practices in the areas of plan transition, conversation process, and conversation reporting. nbsp;Thorough understanding with Nationwide private sector retirement plan platform, products, capabilities, processes, and policies within specific assigned service model(s). Skills/Competencies: Strong client relationship management skills, excellent written and verbal communication skills, ability to effectively communicate technical and complex information into easily understood terms. nbsp;Strong interpersonal skills. nbsp;Ability to interact effectively with company owners, advisory, and Nationwide executives. nbsp;Project coordination skills, research and problem solving skills, manage multiple tasks simultaneously. Skills required to review, research, and recommend solutions to issues encountered within the end to end New Business/Conversion experience. nbsp;Ability to identify potential escalated issues and enlists management support as appropriate. Strong team building and collaboration skills as displayed within team and across business. Ability to set priorities and manage multiple demands. nbsp;.nbsp; Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors. Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Hiring managers leader and HRBP. JOB CONDITIONS: Overtime Eligibility: Not Eligible (Exempt). Working Conditions: Normal office environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Job Evaluation Activity: 7/2014 MYW Additional Job Description Posted YesterdayFull time54949 We are Nationwide, a company of great people doing great things. We care deeply about doing whats right, and we work hard to make an impact for each other, our associates, our members, our partners and our communities.

  • Industry
    Financial Services