MBPS
OAPlanImplementationAssociate
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“OA Plan Implementation Associate at MBPS. Skills: plan implementation, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. launching new plans. creating plan codes”
What You'll Achieve.
ensure a smooth and accurate implementation experience; keeps our implementation process running seamlessly; ensure accuracy, functionality, and a smooth client experience; enhance efficiency
Industry & Context.
analytical mindset; Identify issues, recommend process and system improvements
What They're Looking For.
Must Have
At least 1–2 years of relevant work experience, Bachelor’s degree candidates who are undergraduates with relevant experience are welcome to apply, Proficient in Microsoft Office applications, including Teams, Outlook, OneDrive, Excel, Access, and Word
Nice to Have
Excellent time management skills with the ability to handle multiple priorities and deliver results within deadlines, analytical mindset with exceptional attention to detail and accuracy, Effective written and verbal communication skills, capable of conveying information clearly and professionally, Highly organized, adaptable, and able to manage workload independently while thriving in a fast‑paced, constantly changing environment
What You'll Do.
setting up shell accounts
configuring plan‑level provisions
building fund lineups
manage critical setup tasks
establishing Salesforce plan contacts
verifying beneficial ownership through Accurint
preparing all required plan forms for participant access
drive Open Architecture transitions
collaborate closely with project managers
provide support that keeps our implementation process running seamlessly
Set up new plans by creating plan codes
and required plan‑level configurations
Verify beneficial ownership and ensure compliance through accurate Accurint research and documentation
Manage plan transitions
configure design provisions
and ensure all plan forms are properly generated and accessible
Conduct thorough platform and website testing to ensure accuracy
and a smooth client experience
recommend process and system improvements
and assist in updating procedures to enhance efficiency
Serve as a subject matter expert by providing training
and ongoing support to team members and new hires
How You'll Work.
Team & Collaboration
collaborate closely with project managers; provide support that keeps our implementation process running seamlessly; Collaborate with internal teams, provide timely support, and maintain working relationships across the implementation group; provide training, guidance, and ongoing support to team members and new hires
Communication Scope
Effective written and verbal communication skills, capable of conveying information clearly and professionally
Process & Methodology
cross-functional coordination
Full Job Description
_We’re looking for an**OA Plan Implementation Associate** to join our Insurance Operations team at MBPS. In this role, you will play a key part in launching new plans by creating plan codes, setting up shell accounts, configuring plan‑level provisions, and building fund lineups that ensure a smooth and accurate implementation experience. You will also manage critical setup tasks such as establishing Salesforce plan contacts, verifying beneficial ownership through Accurint, and preparing all required plan forms for participant access. As a core member of the team, you’ll help drive Open Architecture transitions, collaborate closely with project managers, and provide support that keeps our implementation process running seamlessly._ **Position Responsibilities:** * Set up new plans by creating plan codes, accounts, contacts, fund lineups, and required plan‑level configurations. * Verify beneficial ownership and ensure compliance through accurate Accurint research and documentation. * Manage plan transitions, configure design provisions, and ensure all plan forms are properly generated and accessible. * Conduct thorough platform and website testing to ensure accuracy, functionality, and a smooth client experience. * Collaborate with internal teams, provide timely support, and maintain strong working relationships across the implementation group. * Identify issues, recommend process and system improvements, and assist in updating procedures to enhance efficiency. * Serve as a subject matter expert by providing training, guidance, and ongoing support to team members and new hires. **Required Qualifications:** * At least 1–2 years of relevant work experience preferred; however, motivated fresh graduates are encouraged to apply. * Bachelor’s degree preferred; candidates who are undergraduates with relevant experience are welcome to apply. * Proficient in Microsoft Office applications, including Teams, Outlook, OneDrive, Excel, Access, and Word. **Preferred Qualifications
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