Defined Benefit Admin Coordinator

OneAmerica Financial

5d•Remote

About The Position

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives! 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.

Requirements

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

Nice To Haves

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

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.
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.