Case specialist job description

The Large Case Pension Specialist is responsible for a broad range of pension income tax withholding and reporting activities for Aetna's Large Case Pension defined benefit business. This includes:-Ensuring accurate tax withholding of monthly and lump sum pension benefits to participants.- Assisting in the accurate production of annual tax statements to participants.-Timely and accurate handling of participant tax inquiries.- Effective coordination of tax issues received from clients, external parties, and internal Aetna areas.-Responding to IRS, State, and Local requests to implement tax levies. Responding to Child Support Orders, IRS Penalty Notices, and IRS B-Notice.-Resolving difficult/sensitive tax situations and complaints.-Reviewing federal and state tax changes. Coordinate tax changes with IT. Communicate changes to LCP participants as needed. -Ensuring department awareness and compliance with LCP tax policy and tax laws and regulations. -Developing knowledge of other Team functions, including compliance and privacy support, experience rating, benefit payment fees, and other miscellaneous product support functions.
Required Qualifications

- 7 years strong knowledge/experience with Tax Laws and Regulations. -5 years effective Leadership/Management skills (this position is not currently a manager position, but it is a pipeline for a manager position).-7 years experience dealing with multiple audiences (payees, plan sponsors, attorneys, internal audiences).-7 years experience proven problem solving/analytical ability/math aptitude.

Preferred Qualifications

-Defined Benefit pension knowledge.-Knowledge of IBSS (benefit payment system).-Knowledge of OneSource (tax vendor system).-SQL knowledge (QMF queries)-Masters degree

Education

Bachelor's degree or equivalent experience.

Business Overview

At Aetna, a CVS Health company, we are joined in a common purpose: helping people on their path to better health. We are working to transform health care through innovations that make quality care more accessible, easier to use, less expensive and patient-focused. Working together and organizing around the individual, we are pioneering a new approach to total health that puts people at the heart.

We are committed to maintaining a diverse and inclusive workplace. CVS Health is an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring or promotion based on race, ethnicity, gender, gender identity, age, disability or protected veteran status. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.

**Type of Requisition:** Regular

**Clearance Level Must Be Able to Obtain:** None

**Public Trust/Other Required:** NACI (T1)

**Job Family:** Functional Experts

GDIT has an immediate opening for a Case Specialist, supporting a government agency in Washington, DC. This position is primarily responsible for preparing cases related to children. Duties include:

+ Analyzes applications and supporting materials according to qualifying criteria; synthesizes information to make recommendations on children's best interests.

+ Provides technical assistance to care provider programs, attorneys, field staff and others.

+ Prepares internal memoranda, including best interest recommendations, and supporting documentation for the Director

+ Coordinates between providers, placement agencies, and States.

+ Manages caseload priorities and timeframes.

+ Monitors group inbox daily to support case tracking and assignment.

+ Manages administrative, tracking, and record management functions.

+ Provides data for assessment of placement functions provided by partner agencies.

+ Informs the development of internal case processing protocols and training materials.

**Education**

+ Bachelor's degree; Master's degree in social services a plus.

**Qualifications**

+ Two or more years of experience working with social programs.

+ Experience in child welfare, or youth services a plus.

+ Excellent administrative and organizational skills.

+ Excellent verbal and written communication skills.

+ Strong coordination, collaboration and team-work skills.

+ Skilled use of MS Office products, plus experience with spreadsheets and databases.

+ Public Trust or the ability to obtain it

COVID-19 Vaccination: GDIT does not have a vaccination mandate applicable to all employees. To protect the health and safety of its employees and to comply with customer requirements, however, GDIT may require employees in certain positions to be fully vaccinated against COVID-19. Vaccination requirements will depend on the status of the federal contractor mandate and customer site requirements.

We are GDIT. The people supporting some of the most complex government, defense, and intelligence projects across the country. We deliver. Bringing the expertise needed to understand and advance critical missions. We transform. Shifting the ways clients invest in, integrate, and innovate technology solutions. We ensure today is safe and tomorrow is smarter. We are there. On the ground, beside our clients, in the lab, and everywhere in between. Offering the technology transformations, strategy, and mission services needed to get the job done.

GDIT is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other protected class.

We are seeking a Case Setup Specialist.

**Job Overview**

Responsible for setting up Mainframe Screens, application batching and upload. Works closely with Enrolltech and interacts with multiple internal departments, and sales teams. The process involves case set-up, auditing to ensure accuracy, monitoring workflow, and initiating problem solving to solve detailed problems and successfully meet deadlines. To be successful in this role, you should be someone who thrives in a fast-paced environment and enjoys consultative problem solving and finding creative solutions to meet the client's needs.

**Key Accountabilities**

Percentage

60· Mainframe Set-Up: Ability to work independently, understanding of Underwriting Offers. · Audit Team Member Setup · Application Batching, and Processing. · Application Upload, and printing · Case Updates

10 · Problem Resolution: Identify problems with case data, working on consultative solutions involving all necessary parties and providing notification on cases that may not meet required turnaround times to appropriate parties. Use alternative approaches on missing items to complete case build. Continue to follow up with sales teams and support team on all outstanding issues in a timely manner.

15 · Customer Service: Communicate with internal departments, vendors and clients effectively and collaboratively. Utilize phone/face time vs. email as appropriate. Respond to internal and external requests within 24 hours. Ensure all customer issues are documented using the Master Log.

10 · Project Management: Works independently to prioritize workload to accomplish assigned cases. Attends case set-up calls (POD) weekly with designated internal staff to provide updates and status. Takes a proactive approach to ensure project is deployed successfully.

5 · Documentation of Tracking Metrics

**Skills required to perform the job:**

· Proficient in MS Office suite.

· Work in a deadline driven, fast-paced environment.

· Prior experience with enrollment case set-up, batching and uploading files.

· Use of consultative problem solving skills.

· Strong attention to detail.

· Strong analytical skills.

· Ability to effectively cope with a change and shift gears accordingly.

· Ability to work independently and organize own work.

· Excellent verbal and written communication skills.

· Must be able to handle and meet the demands during seasonal, 4th quarter period with limited time off.

· Willingness to display strong commitment to teamwork and work in a collaborative environment.

**Education and Experience required:**

·Four year college or technical degree; or equivalent work experience

· Voluntary/worksite insurance experience

· IT helpdesk, insurance enrollment or insurance experience a plus

Required Skills

Required Experience