Job details
Job type full-time
Full job description
Benefit planning consultants, part of futureplan by ascensus®, is a third party administrator of health benefit plansWe look for passionate people who truly want to make a differenceBpc is in the business of taking care of people, not just in the way we serve our clients, but also in the way we serve our colleaguesOur highly certified team creates a unique organizational culture where your teammates call you to excellence and you share your talents to help others, because at bpc, being leaders in health industry practices is the ground floor.
***this position can be remote in any state***
Summary
This position requires an individual who is willing and able to accept and cope with change as duties evolve.
Performs administrative duties related to the setup of , section 125, hra, hsa, cobra, transportation and
Identity theft protection plans for multiple clients.
Essential duties and responsibilities
Embody, support, promote, and enhance the bpc corporate culture
Cross train team members to ensure business continuity and adhere to a “three-deep” cross training philosophy
Provide solutions and improve efficiency by thinking analytically and being solution oriented
Develop and maintain excellent relations with new and existing clients
Work closely with clients, brokers and other third parties to customize plan design and set up
Complete entire onboarding process for new clients, including initial meetings, preparation of client contracts, forms, document services and plan setup
Complete preparation and restatement of client documents, summary plan descriptions (spds), and other plan materials as applicable
Prepare amendments to update documents for client requested plan changes or current regulations
Work closely with clients, brokers and other third parties to obtain necessary statements, reports and disclosures
Assist with plan non-discrimination testing
Attend webinar training and industry teleconferences
Other duties as assigned
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorilyThe requirements
Listed below are representative of the knowledge, skill, and/or ability requiredThis position is responsible for working with multiple client plansTo be successful in this position, individuals should have the ability to work effectively with various individuals and multi-task as necessaryReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or experience
Bachelor’s degree is preferred; or associate`s degree with related experienceBenefit and retirement plan administration knowledge preferred.
Computer skills
Proficient in ms word and excelAbility to learn other programs specific to document and benefit administration.
Language skills
Ability to read and interpret documents such as plan documents, summary plan descriptions, government codes, rules and regulations, etcAbility to write routine reports and correspondenceAbility to communicate effectively with clients, plan participants, insurance brokers and agents.
Mathematical skills
Ability to calculate figures and amounts such as interest, commissions, proportions, and percentages.
Reasoning ability
Ability to solve practical problems and deal with many variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
At ascensus, we aspire to make a difference for othersWe are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partnersOur culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our core values: people matterQuality firstIntegrity always.®
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“protected status”).
