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Defined Benefit – Client Service Manager

Location:Dallas, TX
Benefits:Full benefits to include medical, dental, vision, disability, 401k, and profit sharing
Employment Type:Full Time
Department:Pension Administration Services
Description:Manage a team of benefit professionals responsible for the calculation and payment of pension benefits for clients who outsource pension administration to Milliman. This position will be responsible for monitoring administrative processes and procedures to ensure accuracy, timeliness and measurable performance of ongoing administration, and to ensure that contractual obligations under the service agreements are met, and training/development of all Pension Administration Services staff.
Duties:• Manage team resources and priorities to supervise workload
• Assess training needs and provide training
• Monitor progress of daily tasks
• Build teamwork and maintain positive team morale
• Coordinate time off requests
• Take an active role in teams pursuing continued education
• Complete performance evaluations
• Process and review manual calculations and ensure accuracy of system-generated calculations
• Supervise the administration of pensioner payments
• Ensure final work products are of high quality and provided in a timely fashion
• Review, maintain, and improve administrative procedures
• Identify, analyze, and assist in executing process improvements
• Ensure service level commitments are maintained by the team
• Assist with creating system development requirements for current and future client needs
• Interface with plan sponsor representatives concerning ongoing administration services
• Assist Sales/Marketing with the RFP process
• Maintain effective relationships with client contacts and internal managers
• Assist with system testing for plan modifications and new plan implementations
• Coordinate with implementation team to achieve successful plan conversions
Qualifications:• Bachelor’s degree in Mathematics, Statistics, or any other analytical field is preferred
• 6+ years of defined benefit plan administration experience
• 2+ years of managerial experience
• Qualified Pension Administrator (QPA) designation is a plus
• Understanding of regulatory aspects of defined benefit plan administration and other defined benefit regulatory issues involving ERISA and IRS revenue rulings
• Strong analytical and mathematical skills
• Strong organizational skills and the ability to track multiple tasks and issues, set goals, and prioritize tasks in a fast-paced environment
• Strong verbal and written communication skills
• Ability to solve problems efficiently while being innovative and creative
• Able to work with time-sensitive material and meet multiple deadlines
• Able to work independently while also contributing to team environment
• Exposure to pension actuarial valuation experience and defined benefit administration system experience
• Strong project management skills
• Proficient in Microsoft Office (Word, Excel, and Access) and/or SQL Enterprise Manager

A competitive base salary, plus a performance-based incentive bonus tied to the overall business performance. The firm offers an outstanding and comprehensive benefits package.

Milliman employs more than 2,000 people working in employee benefits, healthcare, life insurance/financial services, and property and casualty insurance. For more than 60 years, the firm has quietly earned a reputation for exceptional services, innovation, and quality. Today, Milliman is one of the nation’s most highly regarded providers of retirement plan services to the full spectrum of business, financial, government, and union organizations.

Milliman is an equal opportunity employer and strongly supports both ethnic and gender diversity. All employment decisions are based strictly upon qualifications of the individual as related to the work requirements of the position. This policy is applied without regard to race, sex, color, religion, national origin, ancestry, age, handicap, veteran status, marital status, or sexual orientation.

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