Implementation 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,implementation,support,management,compliance,scheduling,communication,knowledge,education,organization,experience,certification

Full-Time

Overview: The Implementation Specialist will provide support and technical guidance to brokers, wholesalers, and business contacts regarding new business for Benefit Consultants Group. Coordinate the on-boarding of new business by working with advisors, plan sponsors, retirement providers, and key partners.
Responsibilities: <ul> <li>Interact with all internal and external customers in a professional and courteous manner, acting as a source of support while at the same time maintaining objectivity and adhering to the terms of BCG's regulations</li> <li>Provide implementation support to brokers, wholesalers and business contacts through written and verbal communications</li> <li>Proactively manage the implementation pipeline for the on-boarding of new plans</li> <li>Understand and review provisions made available in applicable plan documentation</li> <li>Responsible for the scheduling of blackout dates, liquidation dates when applicable</li> <li>Coordinate enrollment procedure</li> <li>Stay current with changes regarding IRS and DOL rules &amp; regulations, as it pertains to the implementation process</li> <li>Coordinate/communicate with custodial partners through the implementation process</li> <li>Grow relationships with key partners through service delivery</li> <li>Maintain a training &amp; development program and schedule</li> <li>Resolve employee grievances and submit personnel issues to Human Resources for action if necessary</li> <li>Assist brokers, wholesalers and plan sponsors with plan design</li> <li>Handle special projects, tasks and requests as needed</li> </ul> <div id="gtx-trans" style="position: absolute; left: -68px; top: 26.7639px;">&nbsp;</div>
Requirements: <ul> <li>Series 6 or 7 license (preferred but not required)</li> <li>College degree and/or ASPA credentials preferred; minimum of High School Diploma or equivalent plus 2 to 4 years equivalent experience</li> <li>Ability to communicate technical information to all levels of management with clarity</li> <li>Retirement Industry experience</li> <li>Knowledge of IRS and DOL rules and regulations</li> <li>Excellent organization and analytical skills</li> <li>Ability to update workflows and understand the Feith system</li> <li>Relius knowledge preferred</li> </ul>