Implementation Consultant Job

Implementation Consultant

Job ID #: 69786
Location: TX-Houston
Functional Area: Operations
Business Line: VALIC
Employment Type: Full Time
- Permanent
Education Required: Bachelors Degree (or equivalent)
Experience Required: 3-5 years
Relocation Provided: No
Travel Percentage: 0


Position Description:

About VALIC:
For more than half a century, VALIC has served as a leading retirement plan provider for K-12 schools and school districts, as well as for higher education and not-for-profit healthcare institutions. VALIC has more than $62 billion in assets and manages plans for nearly 25,000 groups serving nearly 2 million plan participants. VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC
Financial Advisors, Inc. and VALIC Retirement Services Company.

Position Overview:
This position will serve as the point of contact and liaison for assigned plan implementations and/or conversions. It will provide responsive and pro-active customer service at the group level. In this role, you will be a resource for subject matter expertise on retirement plans and the implementation processes.

Responsibilities:
1. Consulting
a. Consults internal/external customers on timing of deliverable dates based on segment model.
b. Primary group/internal liaison for assigned implementation processes and/or escalated customer issues per segment model.
c. Analyzes and effectively communicates broader operations aspects to help influence decisions across departments for services being implemented.

2. Project Management
a. Develops and manages project plans for incoming business for assigned groups.
b. Delivers efficient and effective implementations for assigned groups.
c. Identifies out of scope services and escalates as needed to ensure all services are included in pricing.

3. Operations Management:
a. Models Customer Service Excellence within Implementation.
b. Executes delegated tasks and work.
c. Identifies training needs within the team and escalates to management.

4. Process Management
a. Reviews final agreements for system setup based on segment model and performs first level of quality review of client deliverables.
b. Reviews and participates on RFP process for new business to identify potential solutions based on Implementations Service model and scope.
c. Maintain content management of Implementation Tools and Reference Database.

Position Requirements
This role requires independent judgment and discretion to effectively interpret and communicate the laws and regulations regarding the operation of retirement plans. You will need to use consulting skills to influence decisions that will impact the implementation process and be able to research problems and gather information from numerous sources (Operations, Law, Systems, Regions, Client).

Requirements:
1. Bachelor’s degree in related field or four years related work experience.
2. Strong client management and application of retirement plan recordkeeping systems.
3. Successful completion of relevant professional designation preferred (i.e. CEBS, ASPA, etc.)
4. Solid knowledge of pension plan types and a knowledge of defined contribution plan daily valuation recordkeeping systems.
5. Strong communication skills, including verbal, written, interpersonal and presentation skills
6. Demonstrated above average knowledge of computer software.
7. Ability to analyze data, determine root cause, and provide and/or develop an appropriate solution for resolution
8. Ability to travel on occasion

The ideal Implementation Consultant will be self-driven, results-oriented with a positive outlook and a clear focus on providing a high quality of customer service, leading to sustainable customer relationships. They will be flexible, adaptive and comfortable with process evaluations and decision-making in a dynamic implementation environment.


About Us:

SunAmerica Financial Group is one of the largest life insurance organizations in the United States based on over $236 billion of admitted assets as of June 30, 2011. Serving over 18 million customers, SunAmerica Financial Group is comprised of several leading life insurance and retirement services businesses, including American General Life Companies, AGLA, VALIC, Western National Life Insurance Company, SunAmerica Retirement Markets, SunAmerica Mutual Funds, SunAmerica Affordable Housing Partners, FSC Securities, Royal Alliance and SagePoint Financial. The unified businesses offer a comprehensive suite of life insurance, retirement savings products and guaranteed income solutions through an established multi-channel distribution network that includes banks, national, regional and independent broker-dealers, career
Financial Advisors, wholesale life brokers, insurance agents and a direct to consumer platform. Equal Opportunity Employer.

Nearest Major Market: Houston
Job Segments: Consultant, Consulting, Contract, Database, Education, Implementation Manager, Operations, Pre-Sales, Project Manager, Records, Research, RFP, Sales, Service, Technology