Retirement/Benefits specialist (Insurance Background preferred)

Smart Ims•Charlotte, NC

72d

About The Position

ADDITIONAL POSITION RESPONSIBILITIES Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures. Remains current in profession and industry trends. Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes Performs other duties as required. CORE INFORMATION This position will perform and deliver on highly routine work for his/her assigned area(s) of responsibility in accordance with established procedures/guidelines. S/he will be responsible for reviewing, researching and processing highly routine retirement plan administration transactions. DUTIES AND RESPONSIBILITIES Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility. Delivers highly routine work and provides general information, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately. Performs basic task/transactions related to common programs and services by acquiring core knowledge required for the role. Meets or exceeds departmental quality and service standards. Works overtime as needed. Processes assigned highly routine transactions including but not limited to enrollments, contributions and distributions in accordance with established procedures and guidelines, in a timely manner and meeting departmental quality/production standards. Monitors incoming work queue and ensures items are completed in a timely manner. Provides feedback to team members if changes are needed in the process. Provides highly routine technical retirement plan information to internal and/or external stakeholders, recognizes what needs to be done to meet customer needs and demonstrates flexibility and responsiveness to meet customer needs. Ensures the accuracy and completeness of submitted information. Escalates issues/concerns to more senior team members and/or management. Maintains plan sponsor and participant data confidentiality.

Requirements

High School or GED (Minimum Required)
Ability to perform repetitive tasks while maintaining speed of work, accuracy and attention to detail without loss to productivity.
Ability to perform under stress in cases of emergency, critical or hazardous situations.
Ability to work with others in a team environment.
Demonstrates ability to work in a fast-paced environment.
Demonstrates interpersonal skills with a collaborative style.
Demonstrates organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Demonstrates solid relationship management skills with internal and/or clients (e.g. management, peers, colleagues, customers, etc.).
Demonstrates the ability to use sound judgment and discretion regarding confidential information.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Successfully completes regulatory and job training requirements.

Responsibilities

Carries out duties in compliance with all state and federal regulations and guidelines.
Complies with all company and site policies and procedures.
Remains current in profession and industry trends.
Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
Performs other duties as required.
Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
Delivers highly routine work and provides general information, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.
Performs basic task/transactions related to common programs and services by acquiring core knowledge required for the role.
Meets or exceeds departmental quality and service standards.
Works overtime as needed.
Processes assigned highly routine transactions including but not limited to enrollments, contributions and distributions in accordance with established procedures and guidelines, in a timely manner and meeting departmental quality/production standards.
Monitors incoming work queue and ensures items are completed in a timely manner.
Provides feedback to team members if changes are needed in the process.
Provides highly routine technical retirement plan information to internal and/or external stakeholders, recognizes what needs to be done to meet customer needs and demonstrates flexibility and responsiveness to meet customer needs.
Ensures the accuracy and completeness of submitted information.
Escalates issues/concerns to more senior team members and/or management.
Maintains plan sponsor and participant data confidentiality.