Pension Administration Client Service Leader - The Woodlands, TX

Full Time
The Woodlands, TX 77381
Posted
Job description
Posting Description:

Pension Administration Client Service Leader– The Woodland, TX

Aon Is Looking For a Pension Administration Client Service Leader
Aon is looking for a Pension Administration Client Service Leader. The Pension Administration Practice currently has openings for experienced a Pension Administration Client Service Leader in multiple locations. We are seeking experienced Pension Administration professionals to join this rapidly expanding practice to direct new and existing client activities in our Lincolnshire, IL, Atlanta, GA, The Woodlands, TX, Norwalk, CT, Winston Salem, NC and Irvine, CA locations. As part of an industry-leading team, you will help empower results for our clients by leading the delivery of pension administration services to our clients.

The target salary range for this position in The Woodlands, TX is $84,300 to $110,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

This is a hybrid role with the flexibility to work both from home and your aligned office.

Your Impact as a Pension Administration Client Service Leader!
As a Pension Administration Client Service Leader, the qualified candidate will be a leader on the team that provides defined benefit administrative services to over 300 clients using proprietary software. Day-to-day management of a specific client or clients, assisting with implementations, managing special projects, delegating work among colleagues within a project, and acting as a mentor and role model are key responsibilities.

Job Responsibilities:

Client Service Management
  • Consult with client on special projects such as nonstandard benefit calculations, benefit statements, changes to requirements, special programs or other administrative requests
  • Handle benefit plan administration and management of special projects associated with defined benefit plans for various clients
  • Knowledgeable of client contract components with the ability to recognize out-of-scope work
  • Ensure that measures established jointly by Aon/client are met for items such as:
  • Calculation turnaround, Phone call returns, Benefit payment entry, Assist in collection of data for client billings
  • Responsible for quality control of the client's pension calculation system
  • Maintain current knowledge of client specific plan provisions
  • Broaden knowledge of defined benefit administration rules
  • Maintain client databases and benefit calculation log
  • Assist in creating project timelines and ensure that deadlines are met
  • Assist in the collection of data
  • Analyze plan provisions
  • Review and perform benefit calculations
  • Respond to member/participant calls and facilitates requests
  • Coordinate monthly pension payments with trustee
  • Consult with employee on pension plan provisions and payment elections

Colleague Coaching

  • Act as a role model for other colleagues by exhibiting the values of the firm, displaying benefit of the doubt, integrity, and initiative
  • Coaching colleagues regarding plan specific issues and technical competencies; this includes all colleagues working on clients, mentoring new colleagues, and more formal team training
  • Act as a role model for soliciting and providing positive and constructive feedback
  • Assist in ensuring that work is evenly distributed among the team

Pension Implementation

  • Assist with the set-up and testing of the of proprietary software for new clients according to the plan provisions and administrative requirements
  • Assist with the development of plan administrator documents
  • Customize employee communication material

You Bring Knowledge and Expertise

  • Bachelor's degree
  • A minimum of 8 + years of experience working with pension, defined benefit plans/administration
  • Demonstrated project management, client consulting, and team management skills
  • Review of legal documentation/understand and communicate effectively any new rules/regulations to clients
  • Consulting background highly preferred
  • Pension formula knowledge required

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ReasonableAdjustments@Aon.com
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

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