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Pension Risk Transfer Manager Jobs in Oklahoma (NOW HIRING)

Murray State College

Transfer Coordinator

Tishomingo, OK · On-site

$38K/yr

Assisting the Registrar with project management and assessment of efficiency and effectiveness ... risk of injury to themselves or others or to otherwise demonstrate or explain how they can perform ...

HUB

Office Manager

Tulsa, OK · On-site

Answer multi-line phone system (including transfers) * Manage and distribute of incoming and ... risk and manage the complexities of insurance. Join the HUB team! Apply today! Department Account ...

HUB International Limited

Office Manager

Tulsa, OK · On-site

Answer multi-line phone system (including transfers) * Manage and distribute of incoming and ... risk and manage the complexities of insurance. Join the HUB team! Apply today! Department Account ...

Park Lawn Corporation

Transfer Team

Oklahoma City, OK · On-site

Time Management. Required Education, Experience, Certifications and Licensure * High School Diploma ... Exposure risk is considered: Low * Overtime is sometimes necessary or required. Travel * This ...

Park Lawn Corporation

Transfer Team

Cushing, OK · On-site

Time Management. Required Education, Experience, Certifications and Licensure * High School Diploma ... Exposure risk is considered: Low * Overtime is sometimes necessary or required. Travel * This ...

Park Lawn Corporation

Transfer Team

Oklahoma City, OK

$18.50 - $24.75/hr

Time Management. Required Education, Experience, Certifications and Licensure * High School Diploma ... Exposure risk is considered: Low * Overtime is sometimes necessary or required. Travel * This ...

Park Lawn Corporation

Transfer Team

Cushing, OK

Time Management. Required Education, Experience, Certifications and Licensure * High School Diploma ... Exposure risk is considered: Low * Overtime is sometimes necessary or required. Travel * This ...

PNC Bank

Relationship Manager III - C&IB

Ponca City, OK · On-site

Manages risk/return and drives quality for new and/or existing clients. Actively identifies and ... pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care ...

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Pension Risk Transfer Manager information

What are some common challenges faced by a Pension Risk Transfer Manager during the execution of transactions?

A Pension Risk Transfer Manager often navigates complex regulatory requirements, tight transaction timelines, and the need to align multiple stakeholders, including plan sponsors, actuaries, and legal advisors. Managing sensitive data and ensuring accurate valuation of pension liabilities are critical, as errors can impact both financial outcomes and participant security. Effective communication, attention to detail, and problem-solving skills are essential to anticipate and address issues that may arise during the transfer process.

What is the difference between Pension Risk Transfer Manager vs Pension Actuary?

AspectPension Risk Transfer ManagerPension Actuary
CredentialsTypically requires actuarial certifications (e.g., ASA, FSA) and industry experienceRequires actuarial credentials (e.g., ASA, FSA) and often a state license
Work EnvironmentFocuses on managing pension risk transfer deals, client interactions, and project executionInvolves risk assessment, modeling, and valuation work within insurance or consulting firms
Industry UsageCommon in pension risk transfer, insurance, and consulting firmsWidely used in insurance companies, consulting firms, and government agencies

The main difference is that Pension Risk Transfer Managers oversee pension buyouts and risk transfer projects, focusing on deal execution and client management, while Pension Actuaries perform detailed risk assessments, valuations, and modeling to support these transactions. Both roles require actuarial credentials but differ in daily responsibilities and focus areas.

What are Pension Risk Transfer Managers?

Pension Risk Transfer Managers are professionals who oversee the process of transferring pension liabilities from a company's balance sheet to an insurance company or other financial institution. They help organizations manage and reduce the financial risks associated with defined benefit pension plans by facilitating transactions such as buyouts or buy-ins. These managers are responsible for evaluating pension plans, coordinating with stakeholders, and ensuring that the transfer process complies with regulations and meets the needs of both the plan sponsor and participants.

What are the key skills and qualifications needed to thrive as a Pension Risk Transfer Manager, and why are they important?

To thrive as a Pension Risk Transfer Manager, you need expertise in pension plan structures, actuarial analysis, financial risk assessment, and typically a background in finance, actuarial science, or a related field. Familiarity with pension management software, actuarial modeling tools, and regulatory compliance systems is crucial, along with credentials such as ASA, FSA, or CFA. Strong project management, negotiation, and client relationship skills help you navigate complex transactions and communicate effectively with stakeholders. These skills ensure the accurate assessment and successful execution of pension risk transfer deals, safeguarding client interests and regulatory compliance.
What are popular job titles related to Pension Risk Transfer Manager jobs in Oklahoma? For Pension Risk Transfer Manager jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Pension Risk Transfer Manager jobs in Oklahoma look for? The top searched job categories for Pension Risk Transfer Manager jobs in Oklahoma are:
What cities in Oklahoma are hiring for Pension Risk Transfer Manager jobs? Cities in Oklahoma with the most Pension Risk Transfer Manager job openings:
Pension Risk Transfer Manager jobs near you

Employee Benefits Advisor (Producer) - Insurance Advisory Solutions

Baldwin

Oklahoma City, OK

Full-time

Re-posted 15 days ago

Job description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.PRIMARY RESPONSIBILITIES:
  • Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
  • Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
  • Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
  • Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
  • Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
  • Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
  • Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
  • Positively represents the firm in the community and with our insurance company partners.
  • Performs other functions as assigned by leadership.
  • Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
  • Is expected to meet monthly new business goals.
EDUCATION AND EXPERIENCE REQUIREMENTS:
  • Certification(s): None required; None preferred
  • License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
  • Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
  • Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Ability to learn any other appropriate program or software system used by the firm as necessary
OTHER REQUIREMENTS:
  • None
SPECIAL WORKING CONDITIONS:
  • Fast paced multi-tasking environment
IMPORTANT NOTICE:
  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
  • BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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