- Managing all aspects of the onboarding process and successful transition of new plans to our platform
- Coordinating with Financial Advisors, Plan Sponsors, prior recordkeepers, and/or Third Party Administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders
- Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected Service Level Agreements
- Manage deadlines - work within allotted time frames.
- Manages caseload effectively to meet or exceed departmental service goals and partner specific service levels for quality and timelines.
- Effectively respond to internal/external customer inquiries via phone and written correspondence
- Four-year Degree Required
- Minimum of 2 Years' Experience in Retirement Plan Industry
- Subject matter knowledge of retirement plan design and plan conversion processes from point of sale to release of conversion data
- Computer literacy with recordkeeping systems and trust systems (FIS Relius); and experience with plan reconciliations.
- Ability to work overtime as necessary
- Excellent analytical and problem resolution skills.
- Basic knowledge of ERISA, DOL and IRS regulations, and plan documents (individually designed and prototypes).
- Familiarity MS-Office software applications, including Excel, PowerPoint and Word.
- Demonstrated aptitude for learning, creating, and iterating rapidly
- General knowledge of ERISA rules and requirements, and experience with one or more compliance/recordkeeping systems (e.g. SunGard Relius, ASC, FIS)
- Qualified 401(k) Administrator (QKA) or higher ASPPA credential
- Job Classification: Full-Time
- Austin TX, with flexibility to work from home couple of days a week.
- Position hours are 8am - 5pm, 9am - 6pm, or 10am - 7pm, Monday - Friday.
- Benefits: Medical, Dental, & Vision insurance, Premium Identity Theft Protection Coverage, Generous PTO, 11 Paid company holidays, Team Appreciation Day, Free drinks and snacks stocked in the break room
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ERISA Conversions Specialist - Austin, United States - HUB International
Description
Title: Conversions Specialist
Business Unit: TCG Administrators
Reports To: COO
Location: Austin, TX
About Us
At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 15,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Mission Statement:
We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.
Brief Description/Overview:
Conversions Specialist will be responsible for working to onboard new clients into our system, as well as other retirement compliance tasks. Person successful at the job will have high analytical skills, be personable, and is eager to learn. They must have entrepreneurial spirit to build and maintain their own product within the organization. This person must have a working knowledge of ERISA and non-ERISA retirement plan rules. The individual will also be required to stay up to date on current legislative and regulatory issues affecting employee retirement plans.
Responsibilities:
Requirements:
Preferred:
Job Classification & Additional Information:
#LI-KP1
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here
EEOAA Policy
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we're HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit
