Plan Administration Solutions Analyst

• Support client relationship owners in delivering high‑quality service.
• Participate in client meetings and assist with follow‑up actions.
• Monitor SLAs and escalate issues appropriately.
• Assist in identifying potential upsell/cross‑sell opportunities.

• Gather and document business requirements, workflows, and use cases.
• Assist in developing functional specifications and data mapping.
• Demonstrate system functionality to internal teams.
• Support release planning and coordination.

• Execute test plans for monthly releases and client enhancements.
• Validate system changes and document defects.
• Perform initial root cause analysis and collaborate with development teams.
• Support QA/BA team members through shared testing responsibilities.

• Serve as a subject matter expert in: Nonqualified Deferred Compensation Plans, such as Supplemental Executive Retirement Plans (SERPs), fixed and variable deferral plans, Split-dollar life insurance arrangements,
• Demonstrated experience administering 409A‑compliant deferral elections, distribution events, and payment triggers.
• Ability to interpret and operationalize plan documents for SERPs, DCPs, and split‑dollar arrangements.
• Hands‑on experience calculating benefit amounts, vesting schedules, lability accruals, FICA, Imputed Income, and distribution amounts for nonqualified plans.
• Working knowledge of variable deferred compensation funding mechanics, investment allocation processes, and reallocation of assets vs. plan liabilities.
• Experience reviewing and validating plan reports, liability projections, and distribution projections.
• Familiarity with COLI/BOLI product structures, policy performance, and how they integrate with NQDC funding strategies.
• Perform various system calculations including, but not limited to liability accruals, FICA, and imputed income for a variety of benefit plan types.
• Assist with test environment setup and calculation validation.
• Develop cross-functional foundational knowledge of COLI/BOLI and policy admin systems.

• Participate in internal and external project workstreams.
• Assist in project planning, documentation, and risk tracking.
• Support demos, training sessions, and client onboarding activities.

• Collaborate with cross‑functional teams (QA, Development, Operations, Finance).
• Participate in on‑call rotations and release activities as needed.
• Contribute to continuous improvement initiatives.

• →Collaborate with Chief Client Officer and Chief Revenue Operations Officer to develop and implement strategic plans for service delivery and client growth.
• →Support and act as Project Owner client initiatives, providing coordination, stakeholder engagement, and issue resolution, if needed.
• →Present monthly/quarterly updates on account performance, client health, and growth initiatives to internal and external stakeholders.
• →Perform other duties as assigned.

• Working knowledge of policy administration systems, reporting tools, and illustration concepts.
• Proven ability to administer complex executive benefit plans with multiple plan types, funding vehicles, and distribution rules.
• General understanding of taxation rules related to FICA, imputed income, and deferred compensation timing.
• Strong analytical and problem‑solving skills.
• Ability to gather and document requirements.
• Familiarity with SDLC and testing methodologies.
• Strong communication and interpersonal skills.
• Ability to manage multiple priorities with guidance.
• High degree of initiative and accountability.

• Ability to understand and lead through operational and process change.
• Flexible and adaptable to shifting client needs and business priorities.
• Self-starter with a high degree of initiative and accountability.
• Ability to work with limited supervision.

• Bachelor’s degree in Business, Management, Information Systems, or related field.
• Minimum two (2) years of experience in business process, client account, or operational management, preferably in the life insurance or financial services industry.
• Minimum five (5) years of experience in non qualified deferred compensation including: SERPS, DCPs, and Split Dollar
• Six Sigma certification a plus.
• LOMA ALMI/FLMI or equivalent industry experience preferred.
• Willingness to travel as needed.

• Chief Client Officer

Work Schedule:

This is a full-time (40 Hours/Week) exempt position. Hours are flexible within core business hours. This position is fully remote reporting out of our office in Allentown, PA.