Benefits advisor vs retirement specialist

Differences between benefits advisor and retirement specialist duties and responsibilities

Benefits advisor example responsibilities.

• Manage broker and group accounts throughout the year administering qualify changes, terminations, and ACA compliance.
• Create reports using SQL database and manage reports, perform from internet-base tools for research projects need for client insight.
• Function as a liaison between the patient, hospital and governmental agencies to obtain documentation require for Medicaid eligibility determination.
• Maintain employee benefit records in HRIS system, including qualifying event records, personal information updates, and employment status changes.
• Evaluate patients for existing insurance coverage, federal and state assistance programs, or hospital charity application.
• Use tactful and effective interview techniques to obtain pertinent information to assure accurate eligibility determination for Medicaid.
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Retirement specialist example responsibilities.

• Manage and resolve participant escalations and requests from DOL.
• Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
• Review social security, Medicare, annuities and tax relate questions.
• Process recalculations and payroll for retirees resuming their retirement benefits.
• Utilize ASC and SRT recordkeeping systems.
• Educate participants, clients and third party facilitators on various ERISA regulations and procedures.
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