TPA Administrative Associate

Who We AreNFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: of the Role:The TPA Administrator Associate plays a vital role in supporting third-party administration (TPA) operations by managing pension administration tasks, coordinating projects, and ensuring seamless communication between teams, clients, and accounting. Responsibilities include onboarding and maintaining client accounts, generating reports, handling mass email projects, and monitoring retirement-related correspondence.Essential Duties and Responsibilities:Pension Pro Administrator:Coordinate the development of new projects.Serve as the internal expert and trainer.Develop reports and provide support to the team and management.Onboard new accounts and process updates.Ensure the complete setup of accounts and plans.Manage mass email projects.Maintain and update the team calendar for key events (e.g., Census, SH Notice).Sertifi Administrator:Deliver signature-ready materials to clients and prospects via the Sertifi portal.Monitor and follow up on unsigned Sertifi packets.Oversee billing coordination, including departmental ad hoc billing collection and submission.Act as the liaison between the team and accounting. Generate revenue reports from various platforms.Coordinate asset payments from plan accounts.Prepare and deliver service agreements through Sertifi.Annually update administrator contacts across recordkeeping platforms and ancillary partners.Monitor and manage the retirement email bine Adobe files into a single document for client delivery and e-signatures.Submit 5500s through WebClientmunicate internal work freeze and work stop updates.Manage asset statements, scanning, and filing.Ensure the team is added as an interested party on relevant accounts.Obtain and verify TINs.Knowledge, Skills, andor Abilities:Manage office supplies, equipment, and vendor relationships.Stay current with technology and identify more efficient processes.Develop and maintain MS templates and Adobe forms.Optimize software functionality to better meet team needs.Assist with client outreach, including cards, gifts, and special events.Support event planning, including scheduling and coordinating food and supplies.Handle inbound and outbound mailingshipping at least two days per week.Perform general filing and shredding plete additional duties as assigned by managementWhat We OfferWe're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.The base salary range for this position is $45,000- $50,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.NFP and You... Better together!NFP is an inclusive Equal Employment Opportunity employer.

Created: 2025-02-14