Retirement Plan Consultant
SM - Sales & Marketing
Estimated Travel Percentage (%):
American General Life Insurance Company
This position will serve as the point of contact and liaison for assigned retirement plan implementations and/or conversions. It will provide responsive and pro-active customer service at the group level. In this role, you will be a resource for subject matter expertise on retirement plans and the implementation processes. The team consists of approximately 25 Consultants that report to an Associate Director.
The Implementation Consultant
a. Consults internal/external customers on timing of deliverable dates based on segment model
b. Primary group/internal liaison for assigned implementation processes and/or escalated customer issues per segment model
c. Analyzes and effectively communicates broader operations aspects to help influence decisions across departments for services being implemented
2. Project Management
a. Develops and manages project plans for incoming business for assigned groups
b. Delivers efficient and effective implementations for assigned groups
c. Identifies out of scope services and escalates as needed to ensure all services are included in pricing
3. Operations Management:
a. Models Customer Service Excellence within Implementation
b. Executes delegated tasks and work
c. Identifies training needs within the team and escalates to management
4. Process Management
a. Reviews final agreements for system setup based on segment model and performs first level of quality review of client deliverables
b. Reviews and participates on RFP process for new business to identify potential solutions based on Implementations Service model and scope
c. Maintain content management of Implementation Tools and Reference Database
The Ideal Candidate Should Have:
1. Bachelor's degree in related field or four years related work experience.
2. Strong client management and application of retirement plan recordkeeping systems.
3. Successful completion of relevant professional designation preferred (i.e. CEBS, ASPA, etc.)
4. Solid knowledge of pension plan types and a knowledge of defined contribution plan daily valuation recordkeeping systems is preferred
5. Strong communication skills, including verbal, written, interpersonal and presentation skills
7. Ability to analyze data, determines the root cause, and provides and/or develop an appropriate solution for resolution
8. Ability to travel on occasion
The ideal Implementation Consultant will be self-driven, results-oriented with a positive outlook and a clear focus on providing a high quality of customer service, leading to sustainable customer relationships. They will be flexible, adaptive and comfortable with process evaluations and decision-making in a dynamic implementation environment
It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
At AIG, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives