Defined Benefit Client Service Manager - Irvine, United States - Aon

Aon
Aon
Verified Company
Irvine, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
Do you have invaluable experience with defined benefits? Do you have Project Management and Leadership skills in Pension Administration? We would love to have you join our outstanding team


The Client Service Leader role is hybrid with the flexibility to work from home and our office in Irvine, CA.

The target salary range for this position in Irvine, CA is $90,000-100,000 annually.

The actual salary will vary based on the applicant's education, experience, skills, abilities, internal equity, and alignment with market data.

The salary may also be adjusted based on the applicant's geographic location. Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Client Service Management:
Advise 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 crafting project timelines and ensure that deadlines are met
Analyze plan provisions as well as review and perform benefit calculations
Respond to member/participant calls and facilitates requests
Coordinate monthly pension payments with trustee
Advise employees 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 Skills and experience that will lead to success:
Undergraduate degree or equivalent years of proven experience
A demonstrated ability with 8+ years' experience working with pension, defined benefit plans/administration
Proven project management, client consulting, and team leadership skills
Review of legal documentation/understand and communicate effectively any new rules/regulations to clients
Consulting background is highly preferred
Pension formula knowledge required

How we support our colleagues

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance p rogram that includes free counseling sessions.

Eligibility for benefits is governed by the applicable plan documents and policies.

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
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