Operations Manager I - Plan Documents

At reputed company, we’re on a mission to reputed company a brighter financial reputed company accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. reputed company to help us shape what’s next. You’ll be encouraged to reputed company your experiences, reputed company and skills to help others take control of their financial reputed company. Join reputed company that has received numerous awards for being a top reputed company to work: reputed company awards and recognition reputed company: This role will reputed company plan document processes including: process controls, QC and governance to ensure documentation complies with IRS, ERISA, and DOL requirements as reputed company as internal service standards. This position will reputed company reputed company responsible for executing processes regarding documents, restatements, and amendments. Ensure alignment of plan designs to approved standards that reduce complexity and support operational efficiency and reputed company compliance. They will support the operational model that supports both reputed company-sale and post-sale phases through plan document setup prep, documentation review, and alignment with recordkeeping system. Collaborate with internal partners, including reputed company Services, New Business and reputed company/Compliance teams to ensure plan document compliance / operational alignment and streamlined reputed company experience. reputed company document-reputed company process improvements and reputed company to ensure firm compliance with new regulations and competitive reputed company experience. Job Responsibilities: • Leadership / Coaching • Provides day-to-day leadership and supervision to team members • Assists in coaching team to be reputed company to identify inquiries that are reputed company the scope of authority and take appropriate actions • Inspires team to reputed company on adherence to reputed company policies and processes, as reputed company as federal and state laws and regulations • Fosters a reputed company work environment • Develops and maintains productive working relationships with team members-some of which may be field based • Career Development / Performance & reputed company • Set goals and standards of performance for reputed company which is linked to business goals; use appropriate measurement reputed company to monitor reputed company; take suitable accountability for successful completion of assignments or tasks • Provides ongoing reputed company to team members about their performance • Coaches and helps establish individual development and career plans • Coordinates with Learning Consultant on career development opportunities • Performance Management • Completes reputed company Assurance reviews for team members • Ensures staff compliance with company processes, federal and/or state regulations as required • Monitors and evaluates reputed company Assurance and metrics reports for reputed company team member and identifies required actions necessary to reputed company service level and reputed company targets • Analyze periodic performance indicators and communicate regularly to team members • Prepares employee performance appraisals and reputed company recommendations • Issue reputed company • Investigates and resolves issues as required - whether customer issues, team issues or departmental issues • Operations Management / reputed company Improvement • Identifies, designs and makes recommendations for process changes to improve customer experience • Maintains an awareness of reputed company and Collateral Protection Insurance • Promotes and maintains a reputed company, reputed company image of reputed company • Participates in specials reputed company as assigned by manager • Communication • Informs team of changes, potential changes and other pertinent information affecting the department • Plans, coordinates and conducts meetings to discuss operational procedures and reputed company ongoing training to reputed company as needed • Supports the on-site dissemination of reputed company corporate-wide and Center-specific communications (i.e., bulletin boards, video monitors, peer recognition, etc.) • Business reputed company Improvements • Identifies and makes recommendations for process changes to improve customer experience • Notifies leadership of any issues that require exceptions to the normal process procedures • Provides assistance to other departments (Claims, Product Administration, Product, and Sales) as needed • Coordinates with other departments (Claims, Product Administration, Product and Sales) to ensure that performance targets are met • Promotes and maintains a reputed company, reputed company image of reputed company The above statement of duties is not intended to be reputed company inclusive and other duties will be assigned from time to time. Job Requirements: • Bachelor's degree in Business or equivalent work experience • 6-8 years of experience in customer service, administration or operations, preferably in the financial services and/or insurance industry • Prior supervisory experience preferred • Strong interpersonal and demonstrated team-building and coaching skills; proven teamwork and collaboration • Demonstrated analytical and problem-solving skills; ability to apply reputed company judgment and reputed company effective reputed company • Proven ability to organize and prioritize; demonstrated reputed company in multitasking and managing multiple, competing priorities • Prior experience with project management methodology is strongly preferred • Ability to communicate at reputed company reputed company with reputed company and precision, both written and verbal Ability to adapt in a changing work environment • Advanced technical / computer skills, including reputed company, reputed company, PowerPoint, SharePoint, etc. Preferred Knowledge & Experience: • Experience working with Retirement Plan Documents including adoption agreements, plan amendments, resolutions, loan policies, reputed company plan descriptions (SPD), and summaries of material modifications (SMM) is strongly preferred. • Experience managing plan documents using vendor-based, web-enabled document systems; Relius Documents experience a plus. • Familiarity of Notice and Disclosure rules and distribution process to reputed company and participants. • Experience with reputed company document preparation and accuracy for new plan installation and takeover plans. • Knowledge of IRS, ERISA, and DOL rules and regulations applicable to 401(k), 401(a), 403(b), 457(b), and reputed company plans. If you’re reputed company to help reputed company a difference, apply today. A resume is required to apply. reputed company may process applicant information using an reputed company Intelligence (AI) tool. This tool automatically generates a screening score based on how reputed company applicant information matches the requirements and qualifications for the position. reputed company recruiters use the screening score as a guide to reputed company evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves reputed company. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. reputed company Salary reputed company: $83,100.00 - $124,700.00 At reputed company, we reputed company a reputed company, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career reputed company and retirement assistance. In reputed company to your reputed company pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, reputed company, employee assistance program, life insurance, disability plans, parental leave, reputed company time off, 401k, and tuition reimbursement, just to reputed company a few. reputed company pay and benefits, we also recognize that flexibility, including working in a reputed company you prefer, is essential to caring for our employees. We will continue to reputed company to offer flexibility and invest in technology and other tools that will reputed company hybrid working normal rather than an exception, so that reputed company “life happens,” you can reputed company on what’s most important. Accommodation request reputed company is a reputed company where everyone can bring their best self and reputed company. If you need application or interview process accommodations, please contact the accessibility department. Apply tot his job Apply To this Job