We are an administration and consulting firm that supports retirement plans and employee benefits in the United States, primarily serving elderly populations.
We are seeking a detail-oriented, analytical, and results-driven specialist with experience in U.S. retirement plans and insurance processes, focused on delivering high-quality service.
Key Responsibilities
- Manage processes related to retirement plans, including:
- 401(k)
- Profit Sharing
- Cash Balance
- Defined Benefit
- Perform benefit verification and eligibility checks with U.S. insurance providers
- Handle authorizations and pre-certifications with insurance companies
- Calculate cost and contribution estimates
- Analyze and validate client information (census data)
- Execute tasks related to regulatory compliance
- Assist in the preparation of regulatory reports and forms (Form 5500, 5330, 8955)
- Identify errors and maintain a quality standard of 95%+ accuracy (QA)
- Track processes and ensure deadlines are consistently met
- Provide timely and professional communication with clients, advisors, and insurance companies
Requirements
- Advanced English proficiency (will be evaluated throughout the process)
- Experience with U.S. retirement plans or employee benefits
- Experience in benefit verification, authorizations, or insurance processes (healthcare or related fields preferred)
- Advanced or bilingual English (required due to interaction with U.S. stakeholders)
- Advanced Excel skills (data analysis, calculations, data management)
- Strong attention to detail and analytical skills
- Ability to manage multiple cases simultaneously and meet deadlines
- Excellent written communication skills
