Implementation Specialist at Ascensus in Philadelphia, Pennsylvania

Job Description:

Benefit Planning Consultants, part of FuturePlan by Ascensus, is a third party administrator of health benefit plans. We look for passionate people who truly want to make a difference. BPC 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 colleagues. Our 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 satisfactorily. The requirements


• listed below are representative of the knowledge, skill, and/or ability required. This position is responsible for working with multiple client plans. To be successful in this position, individuals should have the ability to work effectively with various individuals and multi-task as necessary. Reasonable 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 experience. Benefit and Retirement plan administration knowledge preferred.

COMPUTER SKILLS

Proficient in MS Word and Excel. Ability 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, etc. Ability to write routine reports and correspondence. Ability 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 others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity 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").

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