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 thr...

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