Senior Retirement Plans Onboarding Supervisor (Hybrid)

CBIZ; St. Louis (MO); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

CBIZ, Inc. is seeking a Plan Implementation/Onboarding professional to coordinate and facilitate the transition and setup for TPA clients, including plan conversions between recordkeepers.

This role serves as the primary onboarding contact and drives plan design discussions, paperwork, and system updates. Ideal candidates bring a Bachelor's degree, 5+ years of insurance industry experience, relevant licenses, strong communication skills, and the ability to guide staff through complex issues.

Qualifications

• High school diploma or GED required.
• 5+ years customer service experience in the insurance industry.
• Must maintain current licenses and certifications relevant to field of expertise.
• Demonstrate industry knowledge and technical expertise.
• Proficient use of applicable technology.
• Strong verbal and written communication across all levels.

Responsibilities

• Oversee new plan implementation and plan transition process on all levels.
• Primary contact for onboarding-related activity.
• Facilitate plan design calls.
• Prepare recordkeeper paperwork.
• Update internal systems.
• Communicate with Plan Sponsors, Financial Advisors, and other TPA firms.
• Provide client service and problem resolution services.
• Assign, monitor, and review progress and provide guidance on complex issues.
• May spend time performing unit tasks; supervisory activities are a major part of the role.
• Provide input into hiring decisions and performance actions.
• Execute annual goals and priorities.
• Ensure subordinates follow policies to achieve productivity and quality standards.
• Administer policies and procedures affecting staff.
• Analyze and resolve problems, interpret policies, and demonstrate domain knowledge.
• Motivate, train staff, listen to grievances, and address them.
• Additional responsibilities as assigned.

Education

Bachelor's degree

QKA or QPA credential (preferred)

Job description

CBIZ, Inc. is seeking a Plan Implementation/Onboarding professional to coordinate and facilitate the transition and setup for TPA clients, including plan conversions between recordkeepers.

This role serves as the primary onboarding contact and drives plan design discussions, paperwork, and system updates. Ideal candidates bring a Bachelor's degree, 5+ years of insurance industry experience, relevant licenses, strong communication skills, and the ability to guide staff through complex issues.