Retirement Plan Conversion Specialist

<strong>We&rsquo;re motivated by the fact that educators take care of our children&rsquo;s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.</strong>

Cherry Hill, NJ

Horace Mann

<p><strong>Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we&rsquo;ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow.&nbsp; And with our broadened mission has come corporate growth:&nbsp; We serve more than 4,100 school districts nationwide, we&rsquo;re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.</strong></p> <p><strong>We&rsquo;re motivated by the fact that educators take care of our children&rsquo;s future, and we believe they deserve someone to look after theirs.&nbsp; We help educators identify their financial goals and develop plans to achieve them.&nbsp; This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.</strong></p> https://recruiting.adp.com/srccar/public/RTI.home?d=ExternalCareerSite&c=1138841#/

keywords: planning,planning,planning,skills,education,valuation,administration,analysis

Full-time

Overview: <p>Benefit Consultants Group/Horace Mann Educators is the largest multiline insurance company in the U.S. focused on educators (K-12). The company offers annuities, auto, home and life insurance through an exclusive sales force of more than 800 distribution points, and we are rapidly growing! We have several exciting positions available right now, including a Retirement Plan Conversion Specialist based in our Cherry Hill, NJ location.&nbsp;</p> <p>The candidate will be responsible for processing&nbsp;plan conversions and plan de-conversions, internally and externally. This position includes new and takeover plan set ups, internal conversions, plan and service termination work.&nbsp; Familiarity with the Relius platform is a plus.</p> <p>&nbsp;</p>
Responsibilities: Daily activity will include<br /> <ul> <li>Relius set up (new plans and takeovers)</li> <li>Takeover&nbsp; &amp; Internal&nbsp;Conversions</li> <li>Service Termination De-conversion</li> <li>QDIA's and Plan Reports Online</li> <li>Call Center</li> </ul>
Requirements: <div> <ul> <li>College Degree preferred, but not required&nbsp;</li> <li>MS EXCEL Skills</li> </ul> </div> <div>&nbsp;</div>