Death Claims Specialist

Posted yesterday

leading utilities organizationAtlanta (GA)

Information and Record Clerks, All Other All Other Insurance Related Activities

SENIORITY

Junior

SALARY

$22.00 - $27.00 per hour

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About the role

Recordkeeper (Remote)

Location: Atlanta, GA

Duration: 4 months + Possibility to Extend and/or Convert to FTE Pay Rate: $22 - $27/HR (W2 Only) Job/Role Description This role provides service and administrative support to the largest and most complex defined contribution plan clients. This position will respond to client requests for information and resolve administrative or service problems, ensuring all transactions are processed according to the company's and client's standards. This position will process transactions to complete plan valuations (including contributions, loans, withdrawals, and earnings allocations), format and load data, and perform required tests for defined contribution plans and plan design issues (i.e., discrimination testing).Reconcile the trust accounting/recordkeeping system on a plan level and reconcile plan balances to trust balances through daily balancing and adjustment analysis. Coordinate omnibus fund purchases and sales with third-party fund companies and format/produce client reports, valuation reports, participant statements, and tax/compliance forms. Participate in client meetings and/or conference calls and maintain trustee relationships. Discuss plan design issues, trust reconciliation issues, and payroll consultation with clients.

Required Qualifications:

Prior experience in recordkeeping or administrative support for defined contribution plans
Experience with trust accounting and plan reconciliation processes
Strong understanding of plan design, compliance testing, and valuation procedures
Proven analytical and problem-solving abilities
Strong interpersonal, written, and oral communication skills
Ability to prioritize and execute tasks in a high-pressure environment and make sound decisions in emergency situations
Highly self-motivated and directed
Strong organizational skills
Keen attention to detail
Strong customer service orientation
Experience working in a team-oriented, collaborative environment
Proficiency in data formatting, loading, and report generation

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