Remote Transition Associate: Pension Onboarding

Banner Life family of companies; Stamford (CT); Hybrid; USD 72,000 - 83,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Flexible workspace

Job summary

Banner Life Insurance Company is seeking a professional to support the Retirement division, delivering exceptional onboarding and transition services for annuitants and clients. You will collaborate with cross-functional teams to ensure accurate data and timely communication throughout the transition process.

Ideal candidates have Defined Benefit Plan experience, pension administration knowledge, 3+ years in customer service, and strong Microsoft Office skills.

Qualifications

• Defined Benefit Plan experience required.
• Pension plan administration, retirement benefits, annuity, or financial services experience required.
• 3+ years’ experience in a customer service or related position required.
• Bachelor's degree from an accredited college and/or university preferred.

Responsibilities

• Deliver a world-class customer experience to clients and annuitants during onboarding.
• Support Transition team in installation of new business and cross-functional data delivery.
• Collaborate with clients and internal partners to obtain annuitant data and perform validation testing.
• Develop communication materials for clients and annuitants during transition.
• Identify and resolve issues to ensure timely, accurate installation.

Skills

Customer service

Data analysis

Communication

Project management

Attention to detail

Education

Bachelor's degree

PM certification (PMP/PRINCE2)

Tools

Microsoft Office

Job description

Banner Life Insurance Company is seeking a professional to support the Retirement division, delivering exceptional onboarding and transition services for annuitants and clients. You will collaborate with cross-functional teams to ensure accurate data and timely communication throughout the transition process.

Ideal candidates have Defined Benefit Plan experience, pension administration knowledge, 3+ years in customer service, and strong Microsoft Office skills.