Senior Consultant – Implementation Specialist
Job Description Consultant – Implementation Specialist Atlanta, GA The role of Consultant - Implementation Specialist serves as an initial point of contact for clients transitioning Non-Qualified Deferred Compensation (NQDC) plan(s) to our VPAS®BPA record keeping system. The Implementation team is responsible for partnering with our clients in Underwriting NQDC plans, assisting with responses to RFP questions, plan setup and data conversion. Qualified candidates will have expert knowledge of NQDC plan conversions, new plan setup, and 409A. You must be a self-starter, work well both independently and within a team, and have exceptional time management skills. Strong working knowledge of 403(b), 457f), and 457(b) plans is a plus. Responsibilities • Read, comprehend, and extract retirement plan provisions from the plan’s Legal Plan Document. • Translate plan provisions to our internal documentation template(s), used to setup the plan on VPAS®BPA. • Setting up NQDC plans on VAPS®BPA based on the plan provisions noted in the Legal Plan Document. • Convert and audit participant records from prior Recordkeepers to our VPAS®BPA platform. • Partner with and attend weekly (or as scheduled) Underwriting calls with the client to discuss plan provisions for potential new business. • Document any plan provisions that require manual intervention or special handling for on-going plan administration. • Establish a collaborative plan handoff meeting that includes our internal admin team members and the corresponding client’s team members. • Identify opportunities to streamline existing processes. • Provide consultative services on best practices to our clients and Plan Sponsors. • Adhere to agreed-upon timelines to meet go live dates, while also being flexible to changes to project timelines. • Meet and exceed client expectations (both institutional and Plan Sponsor levels). • Adhere to Service Level Agreements as they pertain to Underwriting, Plan Implementations, and Plan Conversions. • You must be a self-starter/motivator. Qualifications Basic • Bachelor’s Degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. • Minimum 9 years of experience related to the job description. Preferred • Five (5) years of experience in the functional area of Implementation, underwriting, and data conversion for NQDC, 403(b), 457(f) and 457(b) plans. • Five (5) years of experience in a client-facing role, interacting with a range of contacts that include the day-to-day to senior level contacts. • Five (5) years of experience with plan processing and administration of NQDC plans. Defined Contribution plans, 403(b), 457(b), and 457(f) plans a plus. • Strong sense of ownership and accountability • Strong written and verbal communication skills • Strong analytical skills • Excellent organizational and follow through skills • High level of sensitivity to service and quality • In-depth understanding of NQDC plan processing and administration under 409A. • Must have a strong aptitude to learn the McCamish Systems VPAS®BPA recordkeeping system Note: Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa (H1B or otherwise). About Us Infosys McCamish Systems,( located in Atlanta, Georgia, is the Life Insurance and Retirement Services subsidiary of Infosys BPM Limited.(www.infosysbpm.com) Infosys McCamish was started in 1985 as a virtual insurance company and went to market as a commercial services provider in 1995.It has an outstanding business perspective and an exemplary track record that no other outsourcer of business solutions can claim – generating US$16 billion of recurring premium in less than five years as a virtual insurance company. Infosys McCamish has expert technology and outsourcing credentials, along with a proven business model for re-engineering systems and performing back-office services at a reduced cost, while reinforcing accuracy, speed and security. Seven of the top ten US insurers are among Infosys McCamish’s many BPM clients. Infosys McCamish has its operations spread across Atlanta GA and Des Moines IA in USA. U.S. citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time. EOE/Minority/Female/Veteran/Disabled/Sexual Orientation/ Apply tot his job