non-qualified specialist

NEWTOWN, PA - FULL TIME

Non-Qualified Specialist
Operations Department, Reports to Chief Actuary

 

POSITION PURPOSE

The Non-Qualified Specialist is responsible for providing support for designing new benefit plans and ongoing plan recordkeeping. Works closely with Account Executives and clients on all aspects of non-qualified benefit plans including endorsement and collateral assignment split dollar, death benefit only plans, defined contribution and defined benefit plans, index plans, and LINQS+ plans. Ensures our recordkeeping products and services meet or exceed industry standards.

 

Essential Functions and Responsibilities (including but not limited to)

  • Prepare LINQS+, split-dollar, and other benefit plan design illustrations.
  • Run annuity carrier final illustrations for LINQS+.
  • Responsible for the development of benefit plan accrual methodology and maintenance of client schedules.
  • Responsible for FICA / FUTA reporting.
  • Prepare and update participant statements.
  • Responsible for answering client inquiries about their benefit plans.
  • Respond to ad hoc client requests (CIC, early retirement, accrual assumption changes).
  • Maintain and expand LINQS+ illustration and re-illustration system.
  • Develop calendar, timelines, and procedures for plan recordkeeping tasks.

 

Requirements:

  • Experience in non-qualified benefits.
  • Able to communicate effectively both in written format and oral presentation.
  • Able to multi-task and establish priorities.
  • Able to maintain organization in a changing environment.
  • Able to exhibit initiative, responsibility, flexibility, and leadership.
  • Able to maintain a flexible attitude and approach towards assignments and successfully operate under ambiguous guidelines.
  • Manages difficult client/customer situations, responds promptly to internal and external customer needs, responds to requests for service and assistance, and meets commitments.
  • Prioritizes and plans work and uses time efficiently.

 

 

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