Regional Clinical Manager
PM Pediatric Care
TPA Manager, Retirement Plan Services
NBT Bank
full-time
Posted on:
Location: Illinois, Missouri, New York, Ohio • 🇺🇸 United States
Visit company websiteSalary
💰 $99,567 - $132,781 per year
Job Level
Mid-LevelSenior
About the role
- Responsible for managing the consultants including reviewing work, problem solving, creating efficient workflow processes, coaching, and developing staff and coordinating activities between Administrators and Consultants.
- Collaborates with other managers in making company decisions and developing policies as they relate to the Plan Administrators and the company.
- Tasks Performed: 45% Manage Consultants & Supervisors (if applicable) with the coordination of workflows and issue resolutions.
- 25% Develop and implement policies and procedures to ensure efficiencies.
- 15% Mentor and assist Retirement Plan Consultants.
- 10% Support and collaborate with other members of the management team.
- 5% Other duties as assigned including assisting other teams as needed.
- Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs
Requirements
- Bachelor's degree and five (5) years’ experience or equivalent combination of education and experience.
- ASPPA QKA or other industry designations (such as NIPA or CEBS) required.
- Demonstrated Leadership experience preferred.
- Ability to communicate effectively with team members and throughout the firm and externally with Clients, service providers, custodians/platform representatives and advisors.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Ability to supervise others effectively, handle multiple tasks, work independently, and meet the daily and periodic deadlines of all work assigned.
- Must possess an advanced knowledge of ERISA, IRS & DOL regulations.
- Must also have excellent people and communication skills and the ability to manage through multiple and sometimes competing priorities.
- Ability to read and interpret documents such as procedure manuals, technical procedures, plan documents and reports.
- Strong ability to prepare excel spreadsheets and reports.
