Pay Range : $62,805.00 - $92,249.00Coordinate a plan's conversion from an external providers to EPIC RPS by managing the interactions with outside firms, sales team and internal teams to manage the necessary tasks to meet the agreed upon timeline to satisfy client expectations.
Education and Experience :
Bachelor's degree in business related field and five (5) years of conversion experience; or equivalent combination of education and experience
Skills and Abilities :
- Ability to read and interpret documents such as procedure adoption agreements, census data and documents provided by prior providers.
- Ability to speak effectively with groups of employees throughout the firm.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Must have working knowledge of Microsoft Office applications including Outlook, Excel and Word.
- Ability to handle multiple tasks, work independently and meet daily deadlines.
Tasks Performed :
- 50% Facilitates ongoing communication throughout conversion process such as weekly status calls, verification of blackout / liquidation period, plan conversion timeline, etc.
- 20% Creates customized communications term letters, blackout notices, and participant communications to review with client and conducts call with previous record keeper to discuss timeline of conversion, contents of conversion files and expectations.
Coordinates the collection of key conversion details into the conversion data form, coordinates enrollment books creation with internal EPIC RPS Teams, billing and data capture and payroll file format.
Creates forms to be placed on the plan's website to be used by the client / Plan Sponsor / Plan Participants.
- 15% Coordinates with Sales Team to discuss desired plan conversion expectations and conversion strategy. Enters the New Plan Conversion Request into the conversion queue and works with the Conversion Manager to assign the appropriate Conversion Specialist to coordinate conversion data related work.
- 5% Conducts the plan hand-off meeting with the designated Service Team member once the conversion process has been completed.
- 5% Involved in planning long-term or short-term conversion business objectives. Authority to formulate, affect, interpret, or implement management policies or operating practices in the best interests of EPIC RPS and our partners which is inclusive of making conversion related decisions as needed.
Must be able to negotiate best practices in the best interest of both Client and EPIC RPS.
5% Perform other duties as assigned.
Physical Requirements :
- Communicate effectively with internal and / or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
Conversion Project Manager
Enters the New Plan Conversion Request into the conversion queue and works with the Conversion Manager to assign the appropriate Conversion Specialist to coordinate conversion data related work. Facilitates ongoing communication throughout conversion process such as weekly status calls, verification...
Product Program Manager
Were looking for a Product Program Manager to join our team! The Product Program Manager coordinates and implements all aspects of the councils product program (Cookies and Fall Product) in an assigned area. Manages the day-to-day product program operations in an assigned area; ensures the accuracy ...
Business Development, Analyst II
As our Business Development Analyst II, you will play a crucial role in the origination and development of early to mid-stage projects for the ENGIE Distributed Storage portfolio across the United States. This position is based in Chicago, IL, and reports to the Senior Advisor of Business Developmen...
Accounting Policy and Project Manager
Accounting Policy and Project Manager. We are currently have an open position for a Manager of Accounting Policy and Projects. The Accounting Policy team is seeking a Manager to serve as a valued business partner, providing timely and accurate financial consultation on emerging, existing and complex...
Data Management Analyst
An employee in this classification performs work of moderate difficulty by serving as the Institutional Research (IR) Office lead in quality control testing for the College's data warehouse, and to assist the Senior Director of Data Quality (SDDQ) in preparing, coordinating and managing external dat...
Audit Project Manager - Consumer Bank
The Audit Project Manager I conducts end-to-end business process audits for various business/functional areas within the Bank. Audit Project Manager - Consumer Bank. Team members should maintain or be willing to actively work to pursue the Certified Internal Auditor (CIA), Certified Regulatory Compl...
Senior Cloud Data Storage Engineer
Manage various cloud data management systems, including relational databases such as MySQL, time-series datastores such as Influx or similar systems, and in-memory data stores such as Redis. The Cloud Data Storage Engineer is responsible for the design, implementation, and management of FortiMonitor...
Underwriting Business Systems Analyst
Underwriting Business Systems Analyst. Works with project teams and senior business analysts to make sure that the products and/or application development within the rating systems meet the needs of the end users. This position provides analytical and administrative support to the Excess & Surplus b...
Project Coordinator - Construction
Project Manager, Project Manager, Assistant Project Manager, Project Engineer, and Superintendent. A Project Coordinator is an integral member of the project team. Assist Superintendents, Project Managers, Engineers, and Coordinators with project-related technical and logistical functions. Commercia...
Project Coordinator
The Project Coordinator reports to the Operations team. This role works directly with the client service team managing daily program work and ad hoc special projects and jobs for omni-channel communications delivery. Communicate with internal and external resources regarding project status...