Defined Benefit CoordinatorOneAmerica Financial Partners, Inc • New York, New York, United States
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Defined Benefit Coordinator
OneAmerica Financial Partners, Inc
- New York, New York, United States
- New York, New York, United States
Über
This position is responsible for determining participant eligibility as of specified dates, calculating payable pension benefits, and providing ongoing administrative services for Pension Risk Transfer (PRT) pension plans. The role supports both participant-initiated requests and internal operational needs, including death case management and unclaimed property administration.
Accurate and compliant benefit administration is essential to the success of Pension Risk Transfer (PRT) transactions. This role contributes specialized pension administration and technical expertise that supports the effective onboarding and ongoing management of PRT plans. Consistently meeting established service level agreements (SLAs) and applying prior PRT experience helps strengthen the organization’s competitive position in plan acquisition and administration.
We are currently seeking Level I, II & Sr Representative experience. Primary Responsibilities
Determine participant eligibility and calculate final and estimated pension benefits for PRT plans, including retirement, termination, death, disability, and Qualified Domestic Relations Order (QDRO) benefits.
Interpret and apply pension plan provisions accurately across multiple plans to ensure compliant and precise benefit determinations.
Special Assignments and Operational Support (10%)
Participate in special projects and assign initiatives as needed.
Process tasks using AWD workflow systems and complete Salesforce data entry.
Support deferred annuity activities and review/respond to New York–specific communications.
Conduct death case management reviews and verification activities.
Required Qualifications
Proficiency in using calculation tools, document storage and retrieval systems, participant data systems, and Excel workbooks.
Strong attention to detail with ability to read and interpret contract language and follow instructions.
Strong written and verbal communication skills.
Must be able to effectively work within a collaborative team.
High School Diploma or equivalent.
Preferred Qualifications
3-5 years' experience working within defined benefit pension plans and other benefit plan provisions related to eligibility determinations and benefit calculations.
May consider experience working within defined contribution plans.
Bachelor's Degree, CEBS Designation.
Salary Range Salary Band: 4B - Sr; 3B - level II; 2B - level I. Consistent with applicable pay transparency laws, we disclose the compensation range for this position: $25.96 - $43.27 hourly. Actual compensation will be determined by factors such as education, experience, geographical location, and other job‑related factors permitted by law. In addition to base pay, this role is eligible for an annual incentive program.
Benefits
Medical & prescription, dental, vision insurance
Health Savings Account & Flexible Spending Accounts
Paid Time Off
10 weeks 100% paid parental leave (after completing 12 months of employment)
401(k) Plan with company match
Pension Plan
Company paid life & disability insurance
Wellness Program & Company paid employee assistance program
Clinic access subject to location (Indianapolis, Charlotte, Cincinnati)
Location & Remote Work This selected candidate will be expected to work fully remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.
Equal Employment Opportunity American United Life Insurance Company (“OneAmerica Financial”) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Background Check Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
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Sprachkenntnisse
- English
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