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Confidence at every stage
Operations Manager – Plan Documents
Location
United States
Posted
123 days ago
Salary
$83.1K - $124.7K / year
Seniority
Senior
Job Description
Operations Manager – Plan Documents
TruStage
• Provides day-to-day leadership and supervision to team members • Assists in coaching team to be able to identify inquiries that are beyond the scope of authority and take appropriate actions • Inspires team to focus on adherence to TruStage policies and processes, as well as federal and state laws and regulations • Fosters a positive work environment • Develops and maintains productive working relationships with team members-some of which may be field based • Sets goals and standards of performance for the team which is linked to business goals; uses appropriate measurement methods to monitor progress; takes suitable accountability for successful completion of assignments or tasks • Provides ongoing dialogue to team members about their performance • Coaches and helps establish individual development and career plans • Coordinates with Learning Consultant on career development opportunities • Completes Quality Assurance reviews for team members • Ensures staff compliance with company processes, federal and/or state regulations as required • Monitors and evaluates Quality Assurance and metrics reports for each team member and identifies required actions necessary to achieve service level and quality targets • Analyzes periodic performance indicators and communicates regularly to team members • Prepares employee performance appraisals and merit recommendations • Investigates and resolves issues as required - whether customer issues, team issues or departmental issues • Identifies, designs and makes recommendations for process changes to improve customer experience • Maintains an awareness of TruStage and Collateral Protection Insurance • Participates in specials projects as assigned by manager • Informs team of changes, potential changes and other pertinent information affecting the department • Plans, coordinates and conducts meetings to discuss operational procedures and provide ongoing training to the team as needed • Supports the on-site dissemination of TruStage corporate-wide and Center-specific communications (i.e., bulletin boards, video monitors, peer recognition, etc.) • Notifies leadership of any issues that require exceptions to the normal process procedures • Provides assistance to other departments (Claims, Product Administration, Product, and Sales) as needed • Coordinates with other departments (Claims, Product Administration, Product and Sales) to ensure that performance targets are met • Promotes and maintains a positive, professional image of TruStage
Job Requirements
- Bachelor's degree in Business or equivalent work experience
- 6-8 years of experience in customer service, administration or operations, preferably in the financial services and/or insurance industry
- Prior supervisory experience preferred
- Strong interpersonal and demonstrated team-building and coaching skills; proven teamwork and collaboration
- Demonstrated analytical and problem-solving skills; ability to apply sound judgment and make effective decisions
- Proven ability to organize and prioritize; demonstrated success in multitasking and managing multiple, competing priorities
- Prior experience with project management methodology is strongly preferred
- Ability to communicate at all levels with clarity and precision, both written and verbal
- Ability to adapt in a changing work environment
- Advanced technical / computer skills, including MS Word, Excel, PowerPoint, SharePoint, etc.
- Experience working with Retirement Plan Documents including adoption agreements, plan amendments, resolutions, loan policies, summary plan descriptions (SPD), and summaries of material modifications (SMM) is strongly preferred.
- Experience managing plan documents using vendor-based, web-enabled document systems; Relius Documents experience a plus.
- Familiarity of Notice and Disclosure rules and distribution process to Employers and participants.
- Experience with legal document preparation and accuracy for new plan installation and takeover plans.
- Knowledge of IRS, ERISA, and DOL rules and regulations applicable to 401(k), 401(a), 403(b), 457(b), and church plans.
Benefits
- medical
- dental
- vision
- employee assistance program
- life insurance
- disability plans
- parental leave
- paid time off
- 401k
- tuition reimbursement
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