Senior Coordinator, Transition- Retirement Plans

Position Description: 

The Senior Coordinator, Transition plays a vital role in ensuring seamless client onboarding by managing all documentation from initial contact through implementation handoff. This position serves as the critical link between the sales and implementation teams, expertly handling the collection, preparation, and processing of all required new client paperwork.

 

Position Location:

• This position is remote and does not require regular in-office presence.

 

What you do:

• Prepare comprehensive new client documentation with precision and efficiency to support sales team objectives.
• Verify all documentation is complete and accurate before sending externally for signature.
• Distribute finalized paperwork for signature to appropriate stakeholders including Plan Sponsors, Financial Advisors, and Third-Party Administrators.
• Engage via telephone and written correspondence with prospective and existing clients to address inquiries.
• Proactively follow up on all outstanding requests to ensure timely resolution.
• Deliver prompt, accurate responses to questions from both the sales team and external stakeholders.
• Track and monitor new plan submissions throughout their entire lifecycle, from initial request through handoff to implementation.
• Maintain comprehensive knowledge of various plan types, including their specific features and documentation requirements.
• Identify potential issues early and implement solutions to prevent delays in the transition process.
• Provide support to team members during periods of high volume or specialized needs.
• Contribute to continuous improvement of transition processes and procedures.

What you bring: 

• Bachelor's Degree or equivalent experience required
• 1-3 years related experience required
  • Retirement experience is preferred

What we offer: 

A meaningful mission. Great benefits. A vibrant culture 

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

 

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t: 

 

Ameritas Benefits

For your money: 

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance 
• Incentive Program Bonuses 
• Competitive Pay 

For your time: 

• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)

 

For your health and well-being: 

• Health Benefits: Medical, Dental, Vision 
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)

 

For your professional growth: 

• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program

 

      For your community:

• Matching donations program
• Paid volunteer time– 8 hours per month

 

For your family: 

• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support