Plan Design Specialist jobs in Minneapolis, MN

Summary: The Retirement Plan Processing Specialist is responsible for daily Customer Service Calls. A Processing Specialist evaluates contributions and distribution requests submitted to 90DB (GASB) to determine whether or not the request meets the eligibility standards.

Essential Duties and Responsibilities

1. Responsible for daily customer service calls

2. Reviews distribution requests to determine whether or not the request is complete and accurate (INGO). He or she may request additional information such as documentation and/or other material which could be relevant to the request or send a denial letter.

3. Determines whether or not the request is eligible for payment and requests a disbursement payment from the vendor.

4. Responsible for maintaining a track log and updating the database for disbursements.

5. Responsible for any change requests such as address, beneficiary updates etc.

6. Responsible for submitting and maintaining an accurate record of contributions received for remits that are to be applied to the proper vendor.

7. Required to submit remittances according to the IRS guidelines regarding the timeliness of contributions.

8. Knowledge of accounting and data processing, to ensure that they offer an appropriate level of care to customers.

9. Responsible for maintaining a track log and updating the systems and/or database of all common remit contributions.

10. Provide high quality service to clients, agents, vendors and members.

11. Document all call information in benefit management system.

12. May also work directly with customers and vendors such as handling customer complaints etc.

13. Act as a backup to other areas in the retirement department when necessary and perform other duties and responsibilities as assigned.

14. Regular and reliable attendance

Other Duties and Responsibilities

• Keep supervisor informed of known actions, written or verbal, which may affect the ability to successfully perform assignments or adversely affect 90 Degree Benefits operations.
• Complete projects or other duties assigned by the Team Lead and/or Manager.

Core Competencies

Technical

To perform this job successfully the employees is proficient in working with the following systems:

· Excel

· Word

· Adobe

· Access

· Microsoft Outlook

· Internal Management System

Professional

All 90 Degree Benefits employees are expected to demonstrate the following competencies:

• Interpersonal: Treat people with respect. Work with integrity and ethically. Uphold organizational values. Maintain confidentiality. Demonstrate polite behavior in conversations while keeping emotions under control and remaining open to other’s ideas or new ways. Develop and maintain constructive and cooperative working relationships with others. Contribute to building positive team spirit and put success of team above own interests. Recognize accomplishments of other team members. Build commitment and overcome resistance. Volunteer readily. Seek increased responsibilities. Look for and takes advantage of opportunities. Ask for and offers help when needed.
• Work: Demonstrate knowledge of market and competition. Use intuition and experience to complement data. Conform to existing strategies. Strive to continuously build knowledge and skills. Display original thinking and creativity. Include appropriate people in decision-making process. Demonstrate attention to detail. Adapt to changes, delays, or unexpected events in the work environment. Demonstrate accuracy and thoroughness. Meet productivity standards. Support cost saving measures. Set and achieve challenging goals.
• Time Management: Prioritize and plan work activities. Use time efficiently. Arrive punctually each workday, complete assigned tasks within required time frame.
• Communication: Speak clearly and persuasively in positive or negative situations; listen and get clarification. Present and interpret numerical data and written information effectively.
• Leadership: Exhibits confidence in self and others. Inspires respect, trust and motivates others to perform well and fulfill vision. Effectively influence actions and opinions of others. Accepts feedback from others. Provides vision and inspiration to peers and subordinates. Gives appropriate recognition to others. Displays passion and optimism.

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• One year related experience preferred.
• High school diploma or general education degree (GED).

Job Type: Full-time

Pay: From $19.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Saint Paul, MN 55116: Relocate before starting work (Required)

Work Location: In person