Client Onboarding Supervisor | Retirement Plans at Cbiz in St Louis, MO

Job description

Job Purpose/Objective Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients Transitions include plan conversions from one recordkeeper to another Essential Functions and Primary Duties Oversee new plan implementation or plan transition process on all levels. Primary contact for all onboarding-related activity. Facilitate plan design calls. Prepare recordkeeper paperwork. Update internal systems. Communicate with Plan Sponsors, Financial Advisors, and other TPA firms. Provide general client service and problem resolution services. Assign, monitor, and review progress and accuracy of work; direct efforts and provide technical guidance on more complex issues. Assumes accountability for decisions made by subordinate staff. May spend a portion of time performing individual tasks related to the unit; however, supervisory activities constitute a primary part of the job. Provide major input into hiring decisions. Provide major input into rewarding and disciplinary actions. Execute annual goals and priorities. Ensure subordinates perform work as prescribed by policies and procedures in order to achieve productivity, service, and quality standards. Administer and execute policies and procedures affecting staff. Analyze and resolve problems, interpret policies, and demonstrate solid subject matter knowledge. Motivate, guide, and train staff. Listen and resolve grievances. Additional responsibilities as assigned. *Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size. Preferred Qualifications Bachelor's degree. Pension Administrator, Qualified 401(k) Administrator (QKA), or pursuing Qualified Pension Administrator (QPA) and/or Qualified 401(k) Administrator (QKA) credentials. Minimum Qualifications High School Diploma or GED equivalent required More than 5 years customer service experience in the insurance industry required Must maintain current required licenses and certifications relevant to field of expertise Demonstrate industry experience and technical knowledge in area of expertise Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally Strong communication skills both oral and written with all levels of organization, both internally and externally