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Retirement Implementation Specialist

Company: Willis
Location: Southfield
Posted on: December 5, 2019

Job Description:

The role of the Retirement Implementation Specialist is to own system requirements to ensure that pension administration processes and software for client pension plans (new implementations, upgrades and ongoing maintenance) accurately reflect plan design features and comply with current pension legislation. Specifically, this individual interprets plan design and legislative changes, identifies and documents associated system requirements, works with development staff to ensure that requirements are understood, and defines and manages the testing phase of the implementation project. This role is open to any USA location / remote ! The role involves significant interaction and coordination with the client, members of the Retirement team, developers, outsourcing project managers and others. It requires significant knowledge of pension plan design and administration, as well as associated technology solutions. It affords the opportunity to grow one's consultative, problem solving, project management, technology and communication ********* a Retirement Implementation Specialist you will: - Ensure that pension administration implementations, upgrades, ongoing maintenance, etc. accurately reflect plan design - Work with clients, pension administration team, and actuarial team to create system requirement documents and data mapping specifications for developers - Create test plans and conduct quality assurance checks, including regression testing - Contribute to the development of new tools, processes and solutions to create efficiencies and meet clients' needs - Follow firm and line of business processes, protocols and quality standards in the development and deployment of solutions - Work with administration and service center teams to ensure a smooth go-live and efficient use of the administration system. - Manage testers throughout implementations and system update testing. - Identify potential conflicts and work to keep open and clear communications between the system team, pension administration team, and actuarial team, if applicable - Train pension administration team and client on use of pension administration system - Serve as ongoing system team resource for client and pension administration team - Contribute to successful project management o Work with Project Manager to translate business needs into comprehensive project plans/ statements of work including objectives, timeline, deliverables, budget and quality standards o Work with Project Manager to ensure progress of team against established goals; communicate status to Project Manager o Manage client expectations and raise appropriate issues to project managers - Develop a trusted advisor relationship with internal and external clients through effective communication and efficient, quality execution of projects - Attend client meetings, including leading the specification and user acceptance testing meetings - Participate in developing cost estimates and project plans for quality assurance testing and updates to system specifications - Meet revenue and billable hour goals as defined by your manager - Work within prescribed budget for project plans Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Requirements: - Bachelor's degree and a minimum of 3 years of experience in pension administration. - Strong retirement background and functional knowledge of defined benefit plans, pension benefits administration processes and systems, software delivery, and/or process re-engineering. - Experience with pension administration projects and/or systems, including interaction of data, software, administration outputs, and processes. - Strong project management skills. - Demonstrate time management and project organizational skills. - Detail oriented. - Strong communication skills required, both verbal and written, including ability to interpret and document plan provisions. - Effective listening skills. - Demonstrate client service focus and flexibility in supporting client requests. - Actively and effectively lead quality assurance testing. - Demonstrate commitment to quality and continuous improvement. - Experience in Microsoft Office products, including Excel and Word. - Experience with SQL and database manipulation a plus. - Ability to work well under tight project deadlines. - Collaborative style, able to build strong relationships within and across business lines. - Ability to take ownership of significant phases of a client implementation project. - Goal and accomplishment oriented, focused on delivering quality products in a timely fashion. - Ability to travel and work extended hours as needed. Equal Opportunity Employer/Vet/Disability

Keywords: Willis, Southfield , Retirement Implementation Specialist, Other , Southfield, Michigan

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