Retirement Plan Onboarding & Implementation Lead

USI Insurance Services; Glastonbury (CT); On-site; USD 60,000 - 70,000; Full time

Job summary

USI Insurance Services is seeking a New Business Transition Specialist in Glastonbury, CT. This role leads the implementation of new retirement plan clients, ensuring smooth transitions from sales to service while coordinating across diverse teams.

The ideal candidate will have 3–5 years in plan administration and strong project management skills. The annual salary is between $60,000 and $70,000, including potential incentives.

Qualifications

• 3–5 years of experience in retirement plan administration, implementation, or operations.
• Comprehensive knowledge of qualified retirement plans, including ERISA and compliance.
• Ability to manage multiple implementations simultaneously.

Responsibilities

• Lead end-to-end implementation and conversion activities for new retirement plan clients.
• Manage implementation timelines and project milestones.
• Serve as the primary liaison across various teams.

Skills

Retirement plan administration

Project management

Relationship management

Organizational skills

Compliance knowledge

Job description

USI Insurance Services is seeking a New Business Transition Specialist in Glastonbury, CT. This role leads the implementation of new retirement plan clients, ensuring smooth transitions from sales to service while coordinating across diverse teams.

The ideal candidate will have 3–5 years in plan administration and strong project management skills. The annual salary is between $60,000 and $70,000, including potential incentives.