Plan Manager

Aon
Georgia
Workplace: RemoteFull timeUSD 53,500 - 85,600Function: Customer Success & Account ManagementExperience: 5+ yearsSkills: ["Communication","Interpersonal skills","Problem-solving","Teamwork","Adaptability"]

Manage retirement plan administration and client service delivery by proactively communicating with plan clients, responding to inquiries, and supporting plan development consulting. Provide administrative support across participant statements, contributions, distributions, reconciliations, and plan reporting, while advising plan sponsors on compliance with plan documents and applicable regulations. Back up teammates as needed and use technology to adapt to changing client and business needs.

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FursaFursa
Aon
Aon
1 day ago

Plan Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Manage retirement plan administration and client service delivery by proactively communicating with plan clients, responding to inquiries, and supporting plan development consulting. Provide administrative support across participant statements, contributions, distributions, reconciliations, and plan reporting, while advising plan sponsors on compliance with plan documents and applicable regulations. Back up teammates as needed and use technology to adapt to changing client and business needs.
Location: Georgia
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Proactively communicate with clients regarding service delivery and plan development consulting.
  • •Respond to client inquiries in a timely and professional manner.
  • •Provide administrative support including participant statements, contributions, distributions, reconciliations, and plan reporting.
  • •Advise plan sponsors on plan activity and compliance with plan documents and applicable regulations.
  • •Back up and support other team members as required.

Pay and Benefits

Salary: USD 53,500 - 85,600
Perks:Paid LeavePaid Holidays401k MatchingHealth InsuranceWellness Stipend

Key Requirements

  • •Bachelor's degree or equivalent experience and background.
  • •5+ years of retirement industry experience, preferably in Nonqualified Deferred Compensation (NQDC) plan administration.
  • •Outstanding communication and interpersonal skills for interacting with clients and plan sponsors.
  • •Strong problem-solving skills and diligence in handling plan administration tasks.
  • •Proficiency in Excel, Word, and Outlook.
Experience:5+ yearsRetirement industryNonqualified Deferred Compensation (NQDC)
Skills:CommunicationInterpersonal skillsProblem-solvingTeamworkAdaptability
Languages:En-us
Tech Stack:ExcelWordOutlook

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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