Manager, Retirement, Death and Disability Plans

The Board of Pensions of the Presbyterian Church (U.S.A.),; Philadelphia (Philadelphia County); Sur place; USD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

Medical, dental, and vision

Defined benefit pension plan

403(b)(9) retirement savings plan

Generous paid time off

Tuition assistance

Employee Assistance Plan

Volunteer opportunities

Résumé du poste

The Board of Pensions of the Presbyterian Church (U.S.A.) in Philadelphia seeks a Manager to lead the Pension and Disability team, ensuring timely processing and resolving escalated issues. You will coach staff, review compliance with IRS rules, audit plan transactions, and collaborate with Plan Operations, Finance and Benefits to drive service improvements.

Requirements include a bachelor’s degree or equivalent, 5+ years in benefits/customer service, and 3+ years of people leadership;

Qualifications

• Bachelor's degree or equivalent experience in a benefits/customer service environment.
• 5+ years in a benefits/customer service environment with preference for Defined Benefits/Defined Contribution or disability benefits experience.
• 3+ years in leading and developing staff; preferably in a benefits administration call center environment.
• Strong leadership, coaching, and staff development capabilities.
• Experience with customer care technologies, including case management and knowledge base systems.

Responsabilités

• Provide effective leadership to Pension and Disability Specialists by managing performance, coaching, and development.
• Ensure plan compliance with IRS regulations and audit retirement savings plan transactions for accuracy.
• Review escalated cases, monitor service levels, and adjust processes to gain efficiencies.
• Resolve escalations and support cross-functional initiatives within Plan Operations, Finance, and Benefits.
• Prepare reports and support initiatives for pension, death, disability, and retirement savings plans.

Connaissances

Leadership

Staff development

Performance management

Customer service

Cross-functional collaboration

Change management

Process documentation

Project implementation

Coaching

Salesforce Service Cloud

Formation

Bachelor's degree or equivalent

Outils

Salesforce Service Cloud

Description du poste

The role:The Manager ensures all benefits are processed timely by managing team performance and resolving escalated issues and exceptions. This individual supports and executes effective business processes, procedures, and solutions to drive a culture of continuous improvement into service delivery at all levels.What you will do:Provides effective leadership to the Pension and Disability Specialists by managing individual performance, providing coaching and feedback, and ensuring the team’s continued professional development.Ensures plan compliance with IRS regulations on maximum contribution limits by managing the 402(g) project.Reviews and audits Retirement Savings Plan transactions to ensure accuracy.Ensures team productivity by reviewing daily reports of escalated cases and cases outside of processing guidelines, such as service level agreement and planned resolved date.Ensures compliance with business processes and procedures and reviews and adjusts to gain efficiencies.Provides management support to resolve escalated issues and exceptions.Prepares cash-out reports by creating cases for members who qualify after terminating plan participation.Assists colleagues in Plan Operations, Finance, and Benefits with inquiries about the administration of benefits and the development of new initiatives for the pension, death, disability and retirement savings plans.What you need to succeed:A bachelor’s degree or equivalent experience in lieu of degree.5 + years’ experience in a benefits/customer service environment with preference given to Defined Benefits, Defined Contribution plans, and/or disability benefits experience.3+ years’ experience in leading and developing staff; preferably in a benefits administration call center environment.An ability to lead, motivate, and develop staff.Experience with leading customer care technologies, including case management and knowledge base, preferably Salesforce Service Cloud.Strong customer service orientation with the drive to deliver an exceptional customer experience.Exceptional oral, written, and interpersonal communication skills required for providing excellent service delivery.An ability to collaborate cross-functionally and work across all levels of management to identify and implement new service initiatives.Experience with change management, project implementation, and process documentation.An ability, interest and desire to stay current via seminars, industry literature, and formal training and development.We offer a generous benefits package for eligible employees.Medical, dental, and vision coverage.Defined benefit pension plan.403(b)(9) retirement savings plan.Generous paid time off, including sick time, holidays, and 22 days of personal leave.Tuition assistance.Employee Assistance Plan and other health and well-being resources.Employer-paid death benefits with opportunities to purchase additional coverage.Employer-paid Short-Term and Long-Term disability coverage.Access to the Board’s education and grant assistance programs.Discount programs on entertainment, travel, and more.Satisfaction gained from working for a service-oriented employer.Volunteer and other service opportunities in the community at large.Our recruiting process is simple.If you’re interested in a role at the Board of Pensions, apply online at pensions.org. If your skills match an open position, one of our recruiters will set up a phone or Microsoft Teams interview to discuss your interests, background, and skills. They’ll also answer any questions you might have. If you are selected to continue with the recruitment process, you will meet the hiring manager and other relevant team members.To protect the health of our staff, we encourage everyone to receive FDA-approved vaccinations that may reduce the spread of certain infectious diseases, such as the flu and COVID-19.We are an Equal Opportunity Employer.The Board of Pensions of the Presbyterian Church (U.S.A.) is proud to be an equal opportunity employer We value diversity, equity, and inclusion and do not discriminate based on race; color; sex; national origin; age; pregnancy, childbirth, or a related medical condition; military/veteran status; marital/domestic partner status; physical or mental disability; medical condition; religion or religious affiliation, except where determined to be a bona fide occupational qualification; sexual orientation; gender; gender identity or expression; genetic information; ancestry; or any other category protected by applicable federal, state, or local law.