Supervisor, Retirement Benefits

Position Summary

The Supervisor, Retirement Benefits supervises daily operations of a Retirement Benefits team in accordance with Company guidelines, client needs, and regulatory requirements.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities


* Provides daily leadership and supervision to team consistent with management values and mission.


* Assigns, distributes, and monitors quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements.


* Develops staff through performance management, goal setting, training, and effective employee relations.


* Participates in national organizational initiatives representing the Retirement Benefits Operations organization and assigned office(s).


* Communicates and implements changes in policies, procedures, and Plan guidelines.

Ensures applicable training is delivered to support operational execution.


* Oversees the processing of retirement benefit applications, calculations, and payments in accordance with Plan documents and regulatory requirements.


* Conducts unit meetings on a regular basis to discuss updates and changes that affect operations such as new procedures, policies, or updates to Plan guidelines.


* Provides status and production reports on processing metrics or applications status, as needed.


* May perform final quality review of unusual or complicated retirement benefit calculations and balancing of monthly benefit payments.


* May assist in the resolution of escalated calls or questions.


* May attend Board of Trustee meetings to provide operational updates.


* Performs other duties as assigned.

Minimum Qualifications


* High school diploma or GED.


* Four years of experience working in retirement benefits.


* Working knowledge of defined benefit plans, defined contribution plans, 401(k) plans and benefits administration systems.


* Exceptional team player with the confidence and integrity to earn client and internal team confidence quickly.


* Proven ability to recruit, lead, and motivate a team to balance staffing strength with profitability and growth.


* Excellent verbal and written communication skills, including interpersonal skills.


* Exceptional analytical and problem resolution skills; ability to exercise independent, sound judgment.


* Strong decision-making and organizational skills, with an attention to detail and the ability to optimize all available resources and deliver on multiple priorities.


* Ability to effectively manage remote employees in diverse locations.


* Must be willing to travel as business dictates.


* Computer proficiency including Microsoft Office tools and applications.

Preferred Qualifications


* Prior experience in a supervisory or lead role.


* Exper...