Job Description

Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
Meets or exceeds departmental quality and service standards.
Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.
Makes routine & non-routine decisions, applying limited but increasingly more discretion within role except for matters of significance which affect the business as a whole or a significant part of it, in accordance with established procedures & guidelines
Determines eligibility and confirms effective dates for benefit elections based on contractual guidelines.
Leverages critical thinking and problem-solving skills to create and modify member level records across multiple products, applications, platforms.
Maintains accurate member records by verifying dates, names, salary figures, and other information provided by groups.
Applies policy provisions for effective dates, evidence of insurability and other pertinent information to determine necessary changes.
Considerate of what the customer will experience in all actions. Recognizes what needs to be done to meet customer needs and demonstrates flexibility and responsiveness on system work independently.

Qualifications

EDUCATION AND EXPERIENCE
•    High School or GED (Minimum Required)
•    No prior experience required

OTHER SKILLS AND ABILITIES
•    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.
 

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Job Description

This position is entry-level analyst in the Budget & Analysis/ Corporate Portfolio Management Department.  Project responsibilities include maintaining master data within the IM and PS modules of SAP, creating new projects, inputting annual project budgets, updating project budget changes, and releasing project funding

Qualifications

Responsibilities will also include assisting with the financial analysis and reporting for the corporate project portfolio. 

Department Specific Position Summary Items

Essential Functions

• Performs project maintenance (creation, closing, and funding revisions) for individual and overall project budgets in the accounting system totaling $40 - $75 million annually.
• Completes monthly project portfolio updates reflecting funding approved, actual spending, and comparison to forecast values for more than 150 active projects.
• Assists in the development of the monthly financial reporting used by Executive Team to monitor company and divisional financial performance.
• Assists in development of financial analysis, reporting and presentation information to management, Finance Committee, Audit Committee and Board of Directors on current financial position and company performance on goals and long range financial plans.
• Provides project financial data for preparation of budget and project presentation materials for the Executive Team, Finance Committee, Members Committee and Board of Managers.
• Maintains and updates all project system and pricing model desk procedures and internal controls documentation.

Qualifications

Required

• Ability to efficiently use Microsoft Office Suite (MS-Word, MS-Excel and MS-PowerPoint)
• Ability to produce high-quality work products with attention to detail
• Ability to communicate effectively and operate in a fast-paced team environment
• BS (or working towards) in Accounting, Finance, Business Administration

Preferred

• SAP knowledge, specifically IM and PS modules
• Knowledge of MS-Excel pivot tables
• Equivalent working experience (0-3 years)

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Job Description

We are seeking a skilled Data Analyst or Excel Power User with strong proficiency in Advanced Excel, specifically with VLOOKUP, Pivot Tables, and formula use. The ideal candidate should have the ability to compare and manipulate data, sort, analyze, and transform it to match specified formats. This role involves working with data from 401k, 403b, and other retirement plans.

Qualifications

Responsibilities:

• Use Excel formulas to scrub, manipulate, and analyze data from prior record keepers (PRK) to fit the company’s format.
• Collaborate with the Implementation Partner to ensure seamless data processing for new retirement plans.
• Identify missing data and work with PRK to obtain any needed information.
• Perform data entry tasks with high accuracy, ensuring the integrity of the information uploaded into our systems.
• Ability to work in a fast-paced environment with close attention to detail.
•  
• Key Skills:
• Strong knowledge of Excel, including VLOOKUP and Pivot Tables.
• Critical thinking and problem-solving skills.
• Attention to detail and the ability to manage large data sets.
• Excellent written and verbal communication skills.
• Ability to work efficiently and effectively in a high-paced environment.
• Quick learner, with the capability to adapt to new tools and systems.

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Job Description

We are excited to bring on a Claims/ Complex Corrections Processor representative to theRPS Ops AdministrationComplex Corrections team. This will be a remote, work from home opportunity.

Qualifications

As a Claims & Complex Corrections team member, you will be responsible for efficiently and accurately processing corrections needed at either the plan or the participant level. You will be processing both simple and complex corrections that will require research to determine the next steps for correction. If this sounds like a role for you, please read on!

What you’ll be doing  

You will review, research, and process simple and increasingly complex corrections for the retirement plan and retirement plan participants.

You will obtain needed information by communicating effectively with internal/external stakeholders while maintaining a professional demeanor in all interactions.

You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.

What we’re looking for 

Must-have experience (Required): 

1-2+ Years Processing or similar experience that aligns to the responsibilities for this position. 

High School Diploma or GED. 

Excellent written and verbal communication skills. 

Ability to maneuver through multiple systems/databases/platforms/software.  

Proven ability to be adaptable/flexible as business needs change.  

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).   

Nice-to have Experience (Preferred):   

Retirement plan operations experience. 

Data entry experience in a fast paced, team environment

Ability to evaluate information and the implications of a course of action or solution. 

Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail. 

Ability to assess risk and make proper determinations while keeping the best interest of the plan sponsors and business in mind. 

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