Reporting to the Manager, Plan Sponsor Services, the Implementation Manager (IM) supports our distribution partners in the delivery of value-added benefits and superior service to Plan Advisors/Consultants and Plan Sponsors during the quote, finalist, implementation and warranty period. This team routinely collaborates with internal service providers such as Customer Experience, Underwriting, and Service Delivery.
Position Responsibilities:
Support Distribution partners in the acquisition of new business; including in finalist presentations and implementation meetings.
Primary contact for the client during new issue implementation phases. The IM has the overall accountability for the relationship with the client during the implementation, ensuring the needs, expectations and timelines set out in the project are being met.
Coordinates and facilitates all client and internal project team meetings (virtual or live) including the maintaining of action items and meeting minutes
Support group pension clients in driving adoption of our digital tools and experiences among their plan members
Works with the client and implementation team to obtain plan details, clarify requirements, and establish delivery dates for tasks in the project.
Optimizes the plan's activities, as it relates to implementation and administration, providing recommendations on plan design, service options, technology solutions, and any ongoing administration needs to the client.
Provides direction and solutions during client discussion regarding plan set-up, eligibility, contractual and administrative information.
Creates implementation schedules and modifies during the implementation as required; ensuring that any downstream impacts of changes are clearly articulated, understood and carried out by each impacted area.
Has overall accountability for ensuring the implementation goes smoothly and meets the client's expectations.
Manages the implementation project, ensuring tasks are being completed, timelines are being met, resources are available, and assisting with reducing any roadblocks
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