Implementation Associate
| Company | Pacific Life |
|---|---|
| Location | Newport Beach, CA, USA, Omaha, NE, USA |
| Salary | $78840 – $96360 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- Knowledge of defined benefit and defined contribution plans.
- Effective communication and organizational skills.
- Relationship management skills.
Responsibilities
- Support and create due diligence presentations during the pre-sale phase.
- Manage all aspects of the onboarding process from point of sale through successful transition of new plans, including contract issuance and annuity certificate issuance for both the PRT and DCLI products.
- Coordinate with consultants, plan sponsors, prior recordkeepers, and/or third-party administrators for implementation timelines, key action items, and delivery dates, as well as communicating overall implementation status to both external and internal stakeholders such as Operations and Sales.
- Effectively use Salesforce for post placement activity tracking and document generation.
- Coordinate and facilitate gathering of all necessary information needed by compliance, operations, and pricing to ensure a final and accurate contract tear sheet.
- Manage relationship management with both internal and external contacts during the post placement implementation as well as providing ongoing support for existing contracts at the plan sponsor and consultant level which includes managing issue resolution and communication of escalated items.
- Manage and own post placement communication with key stakeholders through Welcome Calls, ongoing meetings, contract review and presentations.
- Follow through on agreed upon action steps and commitments to the client.
- Assist the team and leaders in special projects just as new products and client implementation.
Preferred Qualifications
- Bachelor’s degree in business administration, marketing, finance or related field.
- 3-4 years experience with Pension Risk Transfer and DCLI including sales, quoting, legal document review and relationship building/marketing (preferred).
- 3-4 years experience in the insurance industry (preferred).
- Strong organizational, interpersonal, communication, presentation and leadership skills.
- Project management experience.
- Computer proficient in Excel and MS Word.
- Life Insurance license preferred (obtained in first year).
- Advanced degrees and/or designations a plus (FSA, MBA, CFA, etc.)