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Pension Administration - Senior Team Leader

Remote Full-time Live

About the position We are seeking a talented individual to join our Pension Administration team at Mercer. This role will be based in Milwaukee - E. Wisconsin. This is a remote position 100% work form home. You will be a pivotal member of the Client Services Leadership team and have direct influence on future developments and successful planned growth of Mercer Services. The Team Leader is responsible for overseeing the day-to-day management and development of a client team. We will count on you to: Maintain a high level of professionalism and sense of urgency to ensure client and participant expectations are consistently met, extensive contact with clients and Mercer consultants. Serve as a subject matter expert on the client's plans and administrative procedures; serve as the key resource for day-to-day issues. Primary point of contact for client inquires and facilitating client meetings. Ensure that the team delivers quality service to our clients, accuracy and time standards are consistently met; direct the team to handle plan or client specific questions; keep the team updated on client's plan and benefit regulations by testing their knowledge and through training and development. Manage client business process and identify areas for continued improvement; may support more than one client team based on project scope and complexity. Review and maintain requirement documents to ensure accuracy and compliance for your client(s). Perform user acceptance testing (UAT) for system updates related to your client(s). Handle participants inbound and outbound calls for assigned clients. Process or Checker role for standard and complex calculations.

Responsibilities

  • Maintain a high level of professionalism and sense of urgency to ensure client and participant expectations are consistently met
  • Extensive contact with clients and Mercer consultants
  • Serve as a subject matter expert on the client's plans and administrative procedures
  • Serve as the key resource for day-to-day issues
  • Primary point of contact for client inquires and facilitating client meetings
  • Ensure that the team delivers quality service to our clients, accuracy and time standards are consistently met
  • Direct the team to handle plan or client specific questions
  • Keep the team updated on client's plan and benefit regulations by testing their knowledge and through training and development
  • Manage client business process and identify areas for continued improvement
  • May support more than one client team based on project scope and complexity
  • Review and maintain requirement documents to ensure accuracy and compliance for your client(s)
  • Perform user acceptance testing (UAT) for system updates related to your client(s)
  • Handle participants inbound and outbound calls for assigned clients
  • Process or Checker role for standard and complex calculations

Requirements

  • 3-5 years experience in defined benefit administration
  • Strong knowledge of complex calculations
  • Strong understanding of pension administration processes
  • Detail-oriented with excellent documentation and review skills
  • Ability to perform thorough user acceptance testing
  • Comfortable managing client relationships and escalating issues as needed
  • Strong communication and organizational skills
  • Self-motivated and able to work effectively in a remote environment
  • Strong proficiency with MS Excel and Word (proficiency in MS Access & MS Project highly preferred)

Nice-to-haves

  • Familiarity with compliance regulations related to pension administration
  • Proven track record of managing client relationships effectively
  • Excellent oral and written communication skills; ability to present complex issues/data with a high level of clarity and impact

Benefits

  • professional development opportunities
  • interesting work and supportive leaders
  • vibrant and inclusive culture
  • range of career opportunities
  • benefits and rewards to enhance your wellbeing
  • health and welfare benefits
  • tuition assistance
  • 401K savings and other retirement programs
  • employee assistance programs

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