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Manager of Plan Processing and Recordkeeping
Ref No.: 18-05531
Location: New York, New York
Position Type:Direct Placement
Pay Rate : $ 120,000.00 - 135,000.00 /Year

We have an exciting opportunity for a client located in the Upper West Side of New York. They are a non-profit organization with a dynamic and fast-paced environment that is searching for a Manager of Plan Processing Recordkeeping Operations. This is a supervisory role, leading as much as fifteen other individuals. Reporting directly to the Managing Director, Member Services and Operations, this critical role supports the organization with responsibility for directing the benefits plan operations, processing and technical activities in support of the benefit plans.   
Specifically, the Manager, Plan Processing and Recordkeeping Operations will:
  • Recruit, train, coach and lead a team of approximately 10 to 15 benefit processing representatives
  • Ensure established accuracy, timeliness and quality measures are met for processing member benefits transactions
  • Act as liaison to internal IT and systems vendor staff for support, upgrades, development and maintenance of plan recordkeeping applications
  • Serve as an active member of the Process Improvement Program (PIP) management committee; develop and implement process improvements aimed at reducing manual workarounds and increasing processing efficiency
  • Produce regular management reporting of processing performance
  • Perform ongoing audits and feedback of processing quality, accuracy and timeliness through benefits processing representative process and performance reviews
  • Develop center of excellence for OMNI plan recordkeeping expertise
  • Design and execute strategies for customized processing activities
  • Effectively collaborate and communicate with other stakeholders and staff within the organization
  • Participate in business unit team meetings and contribute suggestions and solutions to increase cooperation and effectiveness
  • Actively seek and apply knowledge gained from colleagues and outside resources and share knowledge with others
  • Develop and maintain subject matter expertise regarding benefit administration and recordkeeping best practices
  • Participate in the business analysis and development of business and systems user requirements
The ideal candidate will possess:
  • Bachelor-s Degree in business administration or a related field
  • 5+ years of experience in a technical or management role within a benefits administration or retirement services organization
  • Experience in effectively leading a team
  • Technical expertise in the use and maintenance of benefit plan recordkeeping systems
  • Knowledge of plan recordkeeping best practices
  • Data analysis and problem-solving skills
  • Planning, time-management and organizational skills
  • Excellent verbal and written communications
  • In-depth knowledge of Microsoft Office (Word, Excel, Outlook and PowerPoint)
  • Strong interpersonal skills and a desire to work in a collaborative environment