Key skills
Defined Benefit administrationRegulatory knowledgeProject managementSQL Server proficiencyCertifications CPCCertifications QKACertifications PMPCertifications QPACustomer serviceOrganizational skillsTeamworkAttention to detailProblem-solving skillsCommunication skillsTime managementSQLSQL ServerProject ManagementSales
About this role
Milliman is an independent company delivering market-leading services and solutions to clients worldwide. They are seeking a Defined Benefit Project Manager to oversee and manage defined benefit administration special projects, ensuring effective execution from sales transition to project completion while coordinating various teams and maintaining client satisfaction.
Responsibilities:
- Coordinate all aspects of assigned work for the EBAC Practice defined benefit special projects from sales transition to execution of all required notices and election kits based upon assigned projects; includes project management and conducting weekly status meetings with clients
- Coordinate various teams including systems updates, call center support and processing team for payment setup utilizing Milliman’s proprietary defined benefit administration system
- Manage overall scope of work of assigned project work and identify where the request for additional services may be outside of the initial definition of the project
- Initiate and participate in Practice quality improvement initiatives, identify opportunities for improvement and document procedures
- Assist in the development and review of standard plan termination notices including NOIT, NTIP, NOAI and NOPB and lump sum window election kits
Requirements:
- 5 + years of Defined Benefit (DB) administration and de-risking project management, including plan terminations and lump sum windows
- 5 + years of project management experience
- Knowledge of all regulatory sides of defined benefit plan termination process including IRS and PGBC regulatory requirements and timing
- Must have strong organizational skills and the ability to effectively manage and track numerous tasks, issues, and projects at one time
- Must have the ability to effectively manage project scope and client expectations while providing a high level of customer service and satisfaction
- Must have the ability to accomplish tasks through others in an environment with no reporting relationship
- Must have a solid understanding of the defined benefit outsourcing market and product
- SQL Server proficiency a plus
- CPC, QKA, PMP, or QPA certifications