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  • Health Care Actuarial Consultant

    Accession Risk Management Group

    Remote pension consultant job

    Risk Strategies Consulting (RSC) is looking for an Actuarial Consultant to support our clients' healthcare initiatives and innovations while contributing to the development of our actuarial tools and solutions. In this role, you will collaborate with senior colleagues to lead client interactions and provide high quality deliverables to our large employer, insurer, provider and care solution clients through data-driven insights and strategic actuarial expertise. You will support initiatives that directly impact our clients' success in managing their risk across their healthcare programs -- whether it's designing innovative products, optimizing pricing strategies or networks, performing actuarial studies such as reserve analyses or evaluating care management models. To succeed in this role, you'll need strong actuarial and analytical skills, excellent communication and interpersonal skills, and strong project management and organizational abilities. The ideal candidate will be motivated, well-organized, a team player, and a self-starter. Your innovative work will have a direct impact on our clients' financial strategies and decision-making. Your Impact Support a diverse range of actuarial or analytical projects and effective client deliverables Responsible for technical actuarial work and peer review, ensuring timeliness and quality of work Mentor and develop junior members of actuarial and analytical team Collaborate with actuarial leadership in the design and execution of complex analyses, ensuring adherence to actuarial standards by selecting appropriate data sources, developing assumptions, recognizing considerations, and providing actionable insights. Assist in development and implementation of practice development initiatives. Assist in building scalable and dynamic models and work processes. Foster strong cross-functional relationships with other RSC teams to ensure accurate, timely teamwork and project execution Successful Candidate Will Have Bachelors' degree in mathematics, statistics, actuarial, data science, economics, or a related field ASA/FSA (Associate or Fellow of the Society of Actuaries) designation required. 5+ years of healthcare actuarial experience in one or more of the following areas preferred: Knowledge of commercial healthcare and healthcare stop loss markets and products Traditional Health & Welfare benefits actuarial consulting (managing overall service delivery, strategy, financial evaluations, plan design changes and employee contributions, renewal, business placement, benchmarking) and underwriting experience Knowledge of care/utilization management and performing ROI and/or program evaluations and health care economics Reserving, pricing and financial modeling for both first dollar and medical stop loss Pharmacy knowledge - PBM pricing, contracts, distribution, and management as well as pharmaceutical companies, specialty drugs Experience with alternative funding arrangements such as MEWAs and Captives Experience in actuarial model development Knowledge of healthcare databases and data sources (claims, encounters, labs, EMR etc.) Experience building quantitative models in SQL (Structured Query Language), VBA (Visual Basic for Applications), and/or SAS (Statistical Analysis System) At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $84,200 - $200,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
    $84.2k-200k yearly Auto-Apply 60d+ ago
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  • Health Care Actuarial Consultant

    Risk Strategies 4.3company rating

    Remote pension consultant job

    Risk Strategies Consulting (RSC) is looking for an Actuarial Consultant to support our clients' healthcare initiatives and innovations while contributing to the development of our actuarial tools and solutions. In this role, you will collaborate with senior colleagues to lead client interactions and provide high quality deliverables to our large employer, insurer, provider and care solution clients through data-driven insights and strategic actuarial expertise. You will support initiatives that directly impact our clients' success in managing their risk across their healthcare programs -- whether it's designing innovative products, optimizing pricing strategies or networks, performing actuarial studies such as reserve analyses or evaluating care management models. To succeed in this role, you'll need strong actuarial and analytical skills, excellent communication and interpersonal skills, and strong project management and organizational abilities. The ideal candidate will be motivated, well-organized, a team player, and a self-starter. Your innovative work will have a direct impact on our clients' financial strategies and decision-making. Your Impact Support a diverse range of actuarial or analytical projects and effective client deliverables Responsible for technical actuarial work and peer review, ensuring timeliness and quality of work Mentor and develop junior members of actuarial and analytical team Collaborate with actuarial leadership in the design and execution of complex analyses, ensuring adherence to actuarial standards by selecting appropriate data sources, developing assumptions, recognizing considerations, and providing actionable insights. Assist in development and implementation of practice development initiatives. Assist in building scalable and dynamic models and work processes. Foster strong cross-functional relationships with other RSC teams to ensure accurate, timely teamwork and project execution Successful Candidate Will Have Bachelors' degree in mathematics, statistics, actuarial, data science, economics, or a related field ASA/FSA (Associate or Fellow of the Society of Actuaries) designation required. 5+ years of healthcare actuarial experience in one or more of the following areas preferred: Knowledge of commercial healthcare and healthcare stop loss markets and products Traditional Health & Welfare benefits actuarial consulting (managing overall service delivery, strategy, financial evaluations, plan design changes and employee contributions, renewal, business placement, benchmarking) and underwriting experience Knowledge of care/utilization management and performing ROI and/or program evaluations and health care economics Reserving, pricing and financial modeling for both first dollar and medical stop loss Pharmacy knowledge - PBM pricing, contracts, distribution, and management as well as pharmaceutical companies, specialty drugs Experience with alternative funding arrangements such as MEWAs and Captives Experience in actuarial model development Knowledge of healthcare databases and data sources (claims, encounters, labs, EMR etc.) Experience building quantitative models in SQL (Structured Query Language), VBA (Visual Basic for Applications), and/or SAS (Statistical Analysis System) At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $84,200 - $200,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
    $84.2k-200k yearly Auto-Apply 60d+ ago
  • Senior Global Benefits Analyst

    Enerpac Tool Group Corp 4.7company rating

    Remote pension consultant job

    About Enerpac Tool Group Enerpac Tool Group Corp. is a premier industrial tools, services, technology, and solutions provider serving a broad and diverse set of customers and end markets for mission-critical applications in more than 100 countries. The Company makes complex, often hazardous jobs possible safely and efficiently. Enerpac Tool Group's businesses are global leaders in high pressure hydraulic tools, controlled force products, and solutions for precise positioning of heavy loads that help customers safely and reliably tackle some of the most challenging jobs around the world. The Company was founded in 1910 and is headquartered in Milwaukee, Wisconsin. Enerpac Tool Group common stock trades on the NYSE under the symbol EPAC. For further information on Enerpac Tool Group and its businesses, visit the Company's website at ************************* Location: Milwaukee, WI In-office schedule of Monday through Thursday, with Friday as an optional work-from-home day, balancing collaboration and flexibility. Additionally, our dress code is always Business Casual, ensuring a professional yet comfortable work environment. Summary - basic function of the role Reporting directly to the Senior Manager of Total Rewards, the Senior Global Benefits Analyst serves as a key partner in managing and enhancing Enerpac's global benefits programs, from international renewals and pension administration to open enrollment and compliance. You'll lead critical projects, support employees, and managers with expert guidance, and collaborate across HR, Finance, Legal, and our vendors to ensure our programs remain competitive, compliant, and aligned with organizational goals. It's a high-impact role for someone who excels in project management, problem-solving, and creating a seamless benefits experience. Job Duties and Responsibilities * Assist local HR with the administration of global benefits including managing the global broker of record for international renewals and benchmarking competitive plan designs and pricing. * Responsible for pension plan administration, including PBGC premiums, participant outreach and benefit payment processing. * Develop, implement, and manage global benefits programs that align with organizational objectives. Project manages and supports RFP processes as necessary. * Provide guidance to employees and managers on benefits related matters including health, welfare, wellness and retirement programs. Monitor trends in benefits and recommend improvements to our benefits programs. * Prepare and regularly review Benefit Summaries, Enrollment Materials, and Plan Documents. * Assist with preparation of Benefits Committee materials and minutes. * Lead open enrollment processes, including developing presentations and communications, vendor negotiations, and system enhancements. * Serve as the subject matter expert on benefits-related legislation, regulations, and compliance issues such as ERISA, ACA, and COBRA. * Collaborate with internal stakeholders such as payroll, finance, legal and auditors and respond to requests for information. * Manage vendor relations including resolving administrative problems. Respond to escalated issues from benefit vendors and internal partners such as HR, Payroll, Finance and Legal. * Assist with audit and compliance activities such as non-discrimination testing and regulatory reporting. Distributes all required notifications to employees. * Monitor and ensure data feeds from vendors/ benefits administrator are complete and accurate. * Maintains relevant procedure documents and audits benefits-related data throughout the year. Skills and Competencies * Demonstrated project management skills with the ability to prioritize tasks and manage multiple deadlines effectively. * Demonstrated ability to identify and resolve complex issues. * Proven experience in analyzing benefits data, conducting cost-benefit analyses, and making data-driven recommendations. * Excellent oral communication skills and dedication to providing quality service to Enerpac Tool Group employees. Ability to prepare PowerPoint presentations to present to management. * Able to communicate and receive difficult messages clearly and calmly. * Use time efficiently and develop realistic action plans. * Demonstrated ability to work independently in a dynamic office environment, including ability to handle multiple and changing priorities, crisis situations and urgent requests. * Demonstrated advanced proficiency using Microsoft Office applications (Word, Excel, and PowerPoint). * Experience using Oracle Cloud or other Human Resource Management System. Education and Experience Requirements: * A bachelor's degree in a related field, or equivalent experience. * Certified Employee Benefits Specialist (CEBS) designation is a plus. * Minimum of 7 years' experience specializing in benefits administration with a focus on designing and managing benefits programs. Prior experience supporting international benefits strongly preferred. Physical Demands Example: Employee may have to lift documents/work materials up to 30 pounds in weight. Employee will have to be able to travel to a variety of work locations, including traveling by air/auto to remote sites. Employee will need to listen, understand, and speak with team members in person, telephonically, and electronically at all levels within a diverse workforce and with supported organizations. Employee is able to work in front of a personal computer and telephone for long periods of time, as well as sitting for a period of time due to travel. Approximately 10% of travel within region. #LI-BG1
    $54k-70k yearly est. 60d+ ago
  • Benefits Analyst

    Trilon Group

    Remote pension consultant job

    Department: Corporate/Administrative Employment Type: Full Time Reporting To: Taylor Washburn Compensation: $70,000 - $100,000 / year Description The Benefits Analyst supports the day-to-day administration of employee benefits and retirement programs across a diverse and rapidly growing portfolio of companies. This role is focused on enrollments, billing, compliance support, reporting, and recurring benefits processes, while partnering closely with HR, Finance, and external vendors to ensure accuracy and efficiency as the organization scales. This role is well-suited for someone who enjoys operational ownership, problem-solving, and continuous improvement in a fast-growing organization. Key Responsibilities * Assist in the administration of employee benefit and retirement programs (medical, dental, vision, life, disability, and 401(k)). * Serve as a benefits resource for corporate HR and partner HR teams across operating companies. * Manage enrollments, onboarding/offboarding updates, and ongoing benefits changes. * Support annual open enrollment, including data preparation, validation, and reconciliation. * Reconcile benefits billing and 401(k) funding with payroll and vendor invoices. * Support compliance activities (ACA, nondiscrimination testing, Form 5500, audits). * Prepare standard reports and benefits data extracts for operational and compliance needs. * Maintain accurate documentation and audit-ready processes. * Identify opportunities to improve benefits processes and reduce manual work. * Support benefits-related activities tied to acquisitions and organizational growth. Skills, Knowledge and Expertise Minimum Qualifications * Bachelor's degree from a 4-year institution (2 years of directly related work experience may be substituted for degree). * 1 year of experience in benefits administration or HR operations in addition to a degree or 3 total years if no degree. * Ability to travel occasionally, as needed. * Advanced Excel skills. Preferred Qualifications * Working knowledge of U.S. benefits and retirement compliance requirements. * Experience using HRIS and benefits administration platforms. * Experience with open enrollment, benefits vendors, and recurring benefits processes. * Strong attention to detail and comfort working with benefits data and spreadsheets. * Experience in a multi-entity, high-growth, or M&A environment preferred. About Trilon Trilon was formed with the vision of building the next Top 20 infrastructure consulting firm in North America by bringing together some of the nation's best infrastructure consulting firms, focused on delivering practical and sustainable infrastructure solutions. Trilon is backed by Alpine Investors, a PeopleFirst Private Equity Firm. Trilon currently comprises 5,500+ staff across the US. For more information, visit ********************
    $70k-100k yearly 13d ago
  • Senior Actuary, Consulting Practice

    Arbital Health

    Remote pension consultant job

    Arbital Health is a rapidly growing healthcare technology and actuarial leader that centralizes, measures, and adjudicates value-based care contracts at scale. We enable payers and providers to design, measure, and execute value-based agreements with greater transparency, efficiency, and financial predictability.We invest in hiring high potential and humble individuals who thrive in fast-paced environments and can rapidly grow their responsibilities as we continue to accelerate our growth. We were co-founded by Brian Overstreet and Travis May (founder & former CEO of LiveRamp and Datavant, the two biggest data companies of the last 20 years), and are backed by Transformation Capital, Valtruis and other leading investors. In our first 2 years, Arbital Health has established itself as a trusted partner for over 40 payers, providers, and other stakeholders looking to navigate the complexities of risk-based contracting. Our consulting team at Arbital specializes in providing actuarial solutions to clients with a wide range of Value Based Care needs. We are committed to delivering insightful strategies and quantitative analyses to help our clients navigate complex challenges and achieve sustainable growth. We are seeking an experienced and dynamic Consulting Actuary to join our team. In this role, you will leverage your expertise to lead actuarial consulting projects, provide strategic insights to clients, and mentor junior staff. The ideal candidate is a strategic thinker with a strong technical background and excellent client relationship management skills.Key Responsibilities: Review code, methodology, and analysis from analysts Manage data requirements, evaluate appropriateness of data, problem solve any issues with internal data and customer's data Project manage customer engagements Collaborate with external stakeholders Make recommendations based on analysis and communicate results and solutions to meet client needs Increasingly own customer relationships and serve as customers' primary point of contact. Increase efficiency through process standardization processes Model financial outcomes, drivers of healthcare trends, and identify risks Collaborate with our software team to design, develop and deploy our third party adjudication software. Qualifications: Bachelor's degree in related field Associate of the Society of Actuaries (ASA) required; Fellow of the Society of Actuaries (FSA) preferred 7-10 years of experience working with medical claims data Entrepreneurial mindset Excellent collaborator and teammate Diligent time management and prioritization Strong technical skills (Excel, R, Python) Interest in solving some of healthcare's toughest problems Why Join Us?We are assembling a team of creative, talented visionaries seeking to build a new technology that will change healthcare. You will be able to learn, build, and scale our team and technology in a collaborative, creative culture that values every team member. We Offer:• Generous equity grants of ISO stock options• We offer an exceptional benefits package with high employer-paid contributions for health, dental, and vision insurance• 4% 401(k) match• Flexible PTO, a weeklong winter shutdown, and 10 holidays each year• Occasional travel required - Quarterly team offsites• The opportunity to build a critical software platform that accelerates the American healthcare system's transition to value-based care
    $73k-112k yearly est. Auto-Apply 60d+ ago
  • Actuarial Consultant (Dataset & Assessment Design)

    Correlation One

    Remote pension consultant job

    Correlation One develops workforce skills for the AI economy Enterprises and governments work with us to develop talent and close critical data, digital, and technology skills gaps. Our global programs, including training programs and data competitions, also empower underrepresented communities and accelerate careers. Our mission is to create equal access to the data-driven jobs of the future. We partner with top employers and government organizations to make that a reality, including Amazon, Coca-Cola, Johnson & Johnson, the U.S. State Department, and the U.S. Department of Defense. Our skills training programs are 100% free for learners and are delivered virtually by industry experts to minimize traditional barriers to career advancement. We take pride in fostering supportive, human-led, group learning environments that build technical proficiency and confidence in participants. Join us and let's shape the AI Economy together! About the Role Correlation One is seeking experienced Actuarial Consultants to support a virtual actuarial competition run in partnership with our client. Actuaries in this role will help ensure the competition is technically sound, appropriately scoped, and delivers a high-quality experience for participants. This engagement is a defined, short-term consulting project focused on reviewing and supporting a real-world actuarial scenario that has been translated into a simplified, sophomore-appropriate dataset and evaluation framework. The work will directly support the client's efforts to engage emerging actuarial talent while showcasing responsible use of GenAI in actuarial workflows. Scope of Work & Responsibilities -- there are two phases of the project where we are looking to hire: Phase 1: Competition Review (Early Phase - 4-8 hour commitment) - availability required started early February Consult while we develop the dataset and provide feedback (~2 hr commitment) Independently complete or attempt the actuarial competition using the provided dataset and materials (~ 2-8hr commitment) Review the competition for clarity, technical accuracy, difficulty level, and overall participant experience Validate dataset logic, distributions, and relationships Provide structured feedback on: dataset logic and assumptions, problem framing and instructions, time expectations and level of complexity Collaborate with Correlation One to define evaluation criteria and sample solution guidance Provide input on integrity checkpoints and GenAI-use guardrails to ensure fair and meaningful assessment Incorporate feedback from Correlation One and and client stakeholders efficientl Phase 2: Competition Support (Live Competition - availability required April 17-20) Provide technical and Q&A support to participants during the live competition window Answer actuarial and data-related questions in a timely and clear manner Escalate issues or ambiguities to Correlation One as needed Qualifications Background in actuarial science, insurance, or closely related analytical work Experience analyzing actuarial or related datasets and interpreting results Familiarity with life insurance products and basic pricing concepts Comfort working in Excel; familiarity with Python or R is a plus but not required Experience using GenAI tools (e.g., Copilot, ChatGPT) in a professional context with appropriate validation Strong written communication skills and ability to explain actuarial concepts at an undergraduate level Where You Are This engagement is fully remote and open to candidates located in time zones compatible with U.S. Eastern Time. Correlation One is headquartered in New York City. Correlation One's Commitment Correlation One is proud to be an Equal Opportunity Employer and is committed to providing equal opportunity for all employees and applicants. Correlation One provides a work environment free of discrimination and harassment. Employment decisions at Correlation One are based solely on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate. We encourage applicants to bring their unique skills, experiences, and outlook to our work environment. Correlation One is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Correlation One strives to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact ******************************. #priority
    $73k-112k yearly est. Auto-Apply 5d ago
  • Senior Consulting Actuary - Health - Remote

    Ezra Penland

    Remote pension consultant job

    Seeking top actuarial talent to lead client-facing projects delivering data-driven insights that optimize value-based care performance and manage risk. Senior level role offers the chance to tackle complex healthcare challenges, lead strategic consulting initiatives, analyze healthcare data, model financial outcomes and risks, and collaborate with clients and technical teams. ASA/FSA with 7-10 years' experience in healthcare claims analytics, Python proficiency, and excellent relationship-building skills needed. Seeking an entrepreneurial mindset driven to solve the most complex healthcare challenges sought.
    $73k-112k yearly est. 60d+ ago
  • Pension Administrator

    The Sd Cooper Company

    Remote pension consultant job

    Job DescriptionBenefits: 100% Remote Paid Sick Leave Flexible schedule Paid time off About Us The SD Cooper Company is a nationally recognized leader in Rollover for Business Startups (ROBS) and ERISA compliance services. We help entrepreneurs use their retirement funds to start or buy a business by establishing compliant retirement plans. Our team is expanding, and we are seeking a detail-oriented Pension Administrator to support our growing client base and maintain our high standards of regulatory compliance and customer service. Position Summary As a Pension Administrator, you will be responsible for the ongoing compliance, administration, and reporting of qualified retirement plans under the ROBS program. Youll work with small business owners and internal team members to ensure timely and accurate plan maintenance, participant reporting, and ERISA documentation. VERY IMPORTANT BEFORE APPLYING: YOU MUST HAVE EXPERIENCE WITH CALCAIR PENSION ADMINISTRATION SOFTWARE. IF YOU DO NOT HAVE PROVEN EXPERIENCE WITH CALCAIR THEN DO NOT APPLY- YOU WILL BE AUTOMATICALY REJECTED. WE WILL LOOK FOR DEMONSTRATED EXPERIENCE IN YOUR RESUME AND WE WILL CONTACT REFERENCES. A CALCAIR SKILLS EXAM WITH A SATISFACTORY SCORE WILL ALSO BE REQUIRED. Key Responsibilities Use CalcAir (formerly Datair) and eFast for federal tax filings and form submissions Prepare and file annual IRS Form 5500-series returns and related schedules Maintain and update plan documents and adoption agreements Track plan activity, contributions, distributions, and ownership percentages Monitor eligibility, vesting, and nondiscrimination testing Administer loans, rollovers, distributions, and RMDs per IRS/DOL rules Utilize ACT! CRM; communicate with clients via phone/email/video Collaborate with CPAs, advisors, and internal staff Qualifications FIRM REQUIREMENT: CalcAir (Datair) experience REQUIRED IF YOU DO NOT HAVE CALCAIR EXPERIENCE, DO NOT APPLY 2+ years in retirement plan (TPA) administration preferred Knowledge of 401(k), profit-sharing, and ROBS plans is a plus ASSPA certification or progress towards it is a plus Proficiency in Office 365, Adobe, Zoom/Meet Strong organizational and communication skills Experience with 5500, 1099-R, 945, 8955-SSA forms This is a remote position.
    $40k-65k yearly est. 5d ago
  • Senior Consulting Actuary - ACA Pricing

    Health Management Associates 4.8company rating

    Remote pension consultant job

    Wakely, an HMA company, is seeking a Senior Consulting Actuary with deep expertise in ACA pricing, strategy, and market dynamics. This individual will play a key role in leading client engagements, shaping innovative solutions, and mentoring the next generation of consultants. The Senior Consulting Actuary I is responsible for managing Wakely's client relationships by designing and monitoring plans to achieve strategic goals. In addition, the position will manage actuarial project teams to ensure quality and timely deliverables. This role has supervisory responsibilities. In this role you will: Lead and certify ACA premium rate filings for individual and small group markets, ensuring compliance with rating rules and regulatory requirements. Analyze detailed claim and enrollment data to inform pricing, forecasting, and strategic decision-making. Partner with clients to develop and implement product, pricing, and market strategies that respond to regulatory and competitive changes. Conceptualize and model the impact of policy shifts and competitor actions on client portfolios. Advise on plan design and product development, aligning actuarial insights with client goals. Communicate complex findings and recommendations to client executives and stakeholders in a clear, compelling manner. Foster strong client relationships while also coaching and developing junior team members. Collaborate across teams to deliver integrated, forward-thinking solutions. What We're Looking For: Demonstrated experience with ACA rating rules and premium rate certification. Strong technical expertise in claims analysis, risk adjustment, and market modeling. Strategic thinker who anticipates market and regulatory changes and translates them into actionable client strategies. Proven ability to build trust with clients and influence decision-making at the leadership level. Passion for mentoring and developing actuarial talent. Excellent communication skills and ability to work effectively across cross-functional teams. Responsibilities Client Management - Develop and Maintain Client Relationships Implement initiatives for Wakely products, tools and services through training and regular meetings Manage and understand individual client needs and develops a strategic plan to meet those needs Manage client relationships to include client visits, ongoing correspondence and feedback Mitigate risk by ensuring client contracts, documentation and processes are followed Project Management - Supervise and Account for the Execution of Project Plan Conduct periodic reviews of project plans, final deliverables and post project results Oversee project communication and provide venues for constructive feedback Ensure project team is providing quality deliverables, updates and billing clients within timelines Appropriate delegation of work Professional/Industry Development - Gain and Sustain Professional/Industry Knowledge Maintain credentials, signing authority and health care knowledge through continuing education Implement industry training for internal/external initiatives Identify needs and align employee career path plan Manage the creation of additional resources and reference materials New Business Development - Seek Opportunities for the Organization's Growth Implement brand recognition through participating in seminars/events and research papers, etc. Generate new business and/or product lines by executing on established action plans Manage new marketing initiatives to generate sales leads Introduce new value add services to current clients Internal Operations - Manage Best Business Practice Prioritize and manage operational efficiency initiatives Administer compliance of policies and procedures to ensure cross office collaboration Recruit top talent and participate in the selection and orientation process Oversee and participate in community and professional volunteer activities/opportunities All other duties as assigned. Qualifications Education Minimum of a bachelor's degree in actuarial science, mathematics, economics, or statistics required. FSA designation or ASA designation with additional experience also required. Experience Minimum of 8 years of healthcare actuarial experience in one of more of Wakely's core areas (Medicaid, healthcare reform, ACA, Provider Sponsored Organizations and Medicare Advantage), with at least 2 years of project management or client management experience required. Knowledge, Skills, and Abilities Initiative - Ability to decide in an independent way what actions should be taken Effective Communication - Demonstrates the ability to convey thoughts and express ideas effectively, both verbally and written Team Player - Builds constructive working relationships characterized by a high level of acceptance, cooperation, and mutual respect Time Management - Makes reasonable estimates of resources needed to achieve goals or complete projects. Uses methods to plan and track work and commitments Continuous Learning - Displays an ongoing commitment to increasing skills Leadership - Develops the ability of others to perform and contribute to the organization by providing ongoing feedback and opportunities to learn through formal and informal methods Emotional Intelligence - Consistently exercises sound judgment Strategic Thinking - Formulates objectives and priorities, and implements plans consistent with the long-term interest of the organization and employees EEO Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Additional Info #LI-BR1
    $73k-96k yearly est. Auto-Apply 60d+ ago
  • Benefits Analyst - QDRO (Remote)

    Telus Corp

    Remote pension consultant job

    TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees. Join Our Team and Succeed Together TELUS Health (US) Benefits Administration and Operations practice bring specialized expertise and innovative solutions to benefits administration, data management, and comprehensive client support. Our Qualified Domestic Relations Order (QDRO) Administration service provides critical support during life's challenging transitions by streamlining the complex process of equitable retirement benefit distribution. Our purpose is to transform domestic relationship orders into qualified instruments through expert document review, regulatory compliance verification, and meticulous administrative execution. We partner with clients, their employees, and third-party legal representatives to review QDRO documents, apply deep domain expertise to ascertain compliance with all regulatory and plan-specific requirements, and qualify these orders into legally sound documents that enable benefit recipients to access their entitled distributions. By managing these sophisticated back-end administrative workflows that blend defined procedures with specialized knowledge, we handle the intricate technical, legal, and administrative complexities, enabling organizations to deliver seamless benefits experiences during sensitive life events while maintaining the highest standards of accuracy and compliance. Here's the impact you'll make and what we'll accomplish together As a Benefits Analyst, you will perform the tasks which are part of the QDRO Administration services, which includes reviewing incoming paperwork and processing requests as per the defined procedures in the administrative system, along with responding to the associated parties. What you'll do Core Responsibilities: * Process and evaluate draft and court-executed domestic relations orders (DROs) to ensure compliance with ERISA, Internal Revenue Code, and client plan requirements for 401(k), Profit Sharing, Defined Benefit Pension Plans, and other retirement plans * Respond to correspondence and legal documents from plan participants, former spouses, attorneys, and QDRO specialists with customized or system-generated letters * Perform complex earnings and loss calculations on retirement plans for segregation of spousal awards * Provide expert customer service support to plan participants, dependents, retirees, attorneys, and child support agencies regarding benefit program requirements and provisions Administrative & Compliance: * Maintain current knowledge of IRS and DOL requirements related to domestic relations matters and plan guidelines * Verify proper authorization forms are on file before releasing benefit-related information * Establish and maintain accurate database records, monitor system-generated reports and ticklers, and ensure all correspondence and actions are properly documented * Maintain confidentiality and ensure plan information is not released inappropriately; handle sensitive calls professionally while maintaining neutrality Collaboration & Communication: * Interface daily with client contacts and third-party administrators to gather participant information, place account restrictions, and communicate qualified court order terms * Discuss and confirm plan provisions and policy information for escalated cases * Consistently meet all departmental productivity and accuracy standards * Support special projects and duties essential to department operations What you bring Required Qualifications: * Bachelor's degree in business, human resources, or related field, OR equivalent relevant professional experience * Minimum 2 years of experience in benefits administration, retirement administration, or related field * Excellent written and verbal communication skills with the ability to explain complex information clearly * Strong time management skills and proven ability to manage multiple assignments simultaneously * Ability to thrive in a fast-paced environment while demonstrating initiative and independence * Intermediate proficiency in Microsoft Word and Excel Essential Competencies: * High attention to detail and commitment to accuracy * Strong analytical and problem-solving skills * Ability to maintain strict confidentiality and handle sensitive information * Customer service orientation with professional demeanor * Adaptability and sound judgment in handling emotional or complex situations Great-to-haves * Working knowledge of HIPAA, ERISA, DOL, and IRS regulations as they relate to domestic relations matters and plan guidelines * Experience with QDRO (Qualified Domestic Relations Order) processing and review * Proficiency in Microsoft Access or database management systems * Experience working with third-party administrators or in a client-facing role * Familiarity with defined benefit and defined contribution plan structures * Background in legal document review or paralegal experience * Previous experience in a high-volume processing environment A bit about us We're a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world. TELUS Health is an Equal Opportunity Employer that aims to foster an inclusive culture that embraces diversity. It is our policy to hire without regard to race, color, creed, religion, national origin, citizenship status, sex, marital status, age, disability, sexual orientation or veteran status.We offer accommodation for applicants with disabilities, as required, during the recruitment process. By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies' Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.
    $49k-70k yearly est. 10d ago
  • Retirement Plan Specialist I (Financial Advisor) (Work from Home)

    Aegon 4.4company rating

    Remote pension consultant job

    Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our March 2nd and April 6th classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities * Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. * Explain and ensure customers understand product options for routine inquiries; make product recommendations. * Identify if there are multi-product needs and connect customers to other product specialists. * Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications * Bachelor's degree in a business field or equivalent professional experience * FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) * Life license (or obtain within 90 days) * One year of experience in the financial services industry * Basic knowledge of financial products (related to assigned specialty area) * Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust * Problem-solving and decision-making skills to select and recommend product solutions * Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. * Proficiency using MS Office Preferred Qualifications * CFP and/or CRPC * Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions * Remote (Field/Travel) Environment * Schedule may vary to fulfill service levels during hours of operation Compensation Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. Total Compensation for this role is estimated to be $65,000 - $95,000 per year. The Salary for this position generally ranges between $48,500 - $53,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. #LI-KB1 Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: * We will never request personal information such as ID or payment for equipment upfront. * Official offers are sent via DocuSign following a verbal offer-not through text or email. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023
    $65k-95k yearly Auto-Apply 20d ago
  • Actuarial Consultant

    Ascensus 4.3company rating

    Remote pension consultant job

    Nyhart, part of FuturePlan by Ascensus, is an award-winning firm that provides nationwide consulting, actuarial, and administrative services. We are seeking an ambitious and experienced Pension Actuarial Consultant to assist in the growth and development of Nyhart's Pension Actuarial Consulting business. This position serves a critical role at Nyhart, taking responsibility for the relationship and overall service we provide to clients. This is a remote position with a preference that the associate be in the Chicago area. Responsibilities * Provide expertise and consulting with the design, management, administration, and communication of retirement plans for our client base of private, public, and church plans * Supervise and review client projects such as funding valuations, plan design, government filings, benefit calculations, etc. * Help to identify and develop new business through excellent customer service, networking with other professionals, and being active in related organizations The Consultant will also be instrumental in the growth and development of Actuarial Analysts. * Serve as technical expert and promote sound actuarial practices * Provide direction and training, including assigning, directing, and evaluating work * Encourage a collaborate team environment that values knowledge and idea sharing Skills & Qualifications * Bachelor's degree in Math, Actuarial Science, Economics, or related field * 10+ years pension-related consulting experience * ASA/EA/FSA preferred * Proven client management sills * Proficiency in Microsoft Excel * Superior analytical ability * Strong presentation skills Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. 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").
    $58k-81k yearly est. 18d ago
  • Insurance Benefits Analyst- REMOTE

    Technipower 3.1company rating

    Remote pension consultant job

    I have a client who is looking for an Insurance Benefits Analyst. If you or any of your colleagues are interested in discussing this role please click Apply Now. In this role you will be a Benefits Analyst for a company that is in the large group plan insurance benefits industry. This role is responsible for working for a general agency and doing analysis for employee benefits. This is a direct hire role. This position is a remote role for someone living in the midwest. The pay on this position is $55,000 to $65,000. There is also potential for residual commission as well. Job Requirements: Bachelors Degree or applicable experience is required 2+ years of experience with a General Agency Must be HIGHLY proficient with Excel (pivot tables and formulas), Word, and PowerPoint Ability to gather census, claims, and plan information from current clients Ability to organize and submit requests to insurance carriers Experience managing a RFP process- including questions and timelines Must be able to obtain insurance license coursework or have it already Willing to learn PPACA and common terms and practices for the industry #VIS
    $55k-65k yearly 10d ago
  • Global Benefits Analyst

    Mitel 4.8company rating

    Remote pension consultant job

    At Mitel, you will have the opportunity to help businesses connect, collaborate and provide better experiences for our customers. You will deliver valuable contributions in creating business success within our global organization utilizing your unique attributes, skills and experience. Please take a moment to look over this opportunity and if interested, feel free to send us your application. If this is not the right opportunity for you, you can also sign up for Job Alerts by creating an account. This will give you a profile that you can use for all future applications, and you will be notified whenever a new position that matches your criteria becomes available. Primary Responsibilities Administer and support benefit programs across regions, ensuring compliance with local laws and alignment with the company's global benefits strategy. Analyze global benefit costs, vendor performance, utilization trends, and employee feedback to identify opportunities for improvement. Assist with global annual renewals and open enrollment, including communication development, data validation, and system configuration. Serve as the primary point of contact for HR partners and employees across multiple time zones. Collaborate with international brokers, insurers, and third-party administrators to resolve benefit-related issues and manage service delivery. Maintain accurate benefits documentation, process maps, and country-specific benefits summaries. Support benefits-related audits, data integrity checks, and regulatory reporting (e.g., ERISA, GDPR, and other country-specific requirements). Benchmark benefit programs to ensure competitiveness, consistency, and equity across regions. Participate in global HR projects such as benefits harmonization, M&A integrations, and new-country launches. Stay current with global benefits trends, legislation, and best practices to support program enhancements and compliance. Qualifications / Experience Bachelor's degree from an accredited college or university, or equivalent professional experience preferred. Minimum of three (3) years of relevant work experience in benefits administration or total rewards. Experience working in a global or multi-country environment preferred. Proven ability to manage multiple projects simultaneously in a fast-paced and dynamic setting. Strong organizational, planning, and analytical skills with advanced proficiency in Microsoft Excel. Excellent written and verbal communication skills, with the ability to collaborate effectively across cultures and time zones. High attention to detail and the ability to manage confidential information with integrity. Knowledge of global benefits regulations and compliance standards preferred. Additional Information This position may require occasional global collaboration outside standard working hours. ⠀ Mitel offers a comprehensive benefit program which includes affordable Medical, Dental, Vision, Life and Disability Insurance, Matching 401(k) plan, Paid time off (holiday, vacation and sick), Employee Assistance Program, Reward and Recognition Programs and more! Benefits may vary based on full-time or part-time employee status. At this time, we are not offering sponsorship for US work authorization for any new job applicants. For more information, visit Why Mitel or follow us on LinkedIn here. Mitel is committed to achieving workforce diversity and creating an inclusive working environment. Diversity makes sense for us, for our customers and for our future. We value different perspectives, skills and experiences, and welcome applications from all sections of the community. Mitel provides equal opportunities to all applicants and employees. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, national origin, sexual orientation, ancestry, sex (including gender identity, pregnancy, childbirth, or related medical condition), parental status, age, religion or religious belief, creed, disability, medical condition, genetic information, marital status, citizenship status, military service, political affiliation, or any other characteristic protected by state, federal law, or local ordinance. These protections extend to all management practices and decisions, including recruitment and hiring practices, appraisal systems, promotions, demotions, transfers, compensation changes, training, career development programs, layoffs, and terminations. The Affirmative Action Plan is available for viewing to any employee or applicant for employment upon request. #LI-DD1
    $45k-64k yearly est. Auto-Apply 60d+ ago
  • Retirement Plans Specialist

    Le_ICMA-RC International City Management Association Retirement Corporation

    Remote pension consultant job

    Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare. $70,000.00 - $70,000.00 The Retirement Plans Specialist will be responsible for providing on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants. REQUIRES RESIDENCY IN MISSOURI Essential Functions for this role include: Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention. Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators Proactively schedule, organize and effectively market all daily activities and onsite client visits Exceed all assigned production, activity, and service-related goals Record all daily activity in contact management systems accurately Identify and refer new group or individual business opportunities to the appropriate manager Represent MissionSquare at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees Perform other duties as assigned. If you have the following credentials, we encourage you to apply: 3-5 years related experience in financial services sales strongly preferred. Customer service experience is helpful. Series 65 licensing required. Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans. Good understanding of specific plan provisions and legislative regulations Experience with IRAs, 401ks, 403b, 401a, or DB plans Demonstrated ability to effectively market and service a geographically diverse client base Direct sales experience desired with experience in closing the sale preferred. Ability to overcome objections and resistance during sales presentation necessary Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective group presentations Ability to work independently as well as in a team environment Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power Point Strong time management and organizational skills Ability to work in a fast-paced, task-oriented environment preferred Spanish bilingual preferred. To benefit your career and support your wellbeing, we offer: Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions Flexible and hybrid work schedules to support work-life balance Tuition reimbursement to support continued education Professional and career development opportunities, including courses and certifications Comprehensive wellness programs promoting physical, mental, and emotional health Volunteerism initiatives to encourage community engagement Click here to learn more about MissionSquare's benefits. Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $70k-70k yearly Auto-Apply 44d ago
  • Member Services Executive Consultant

    Buyers Edge Platform 3.7company rating

    Remote pension consultant job

    The Member Services Executive Consultant is responsible for driving public sector sales and cooperative purchasing growth through the adoption and utilization of Edge Public's national cooperative contracts. Reporting to the Brand Leader this position will develop and execute a regional or sector-based growth plan focused on expanding contract participation, increasing supplier sales through Edge Public's portfolio, and strengthening relationships with agencies, suppliers, and cooperative partners. The Member Services Executive Consultant will have an assigned territory or sector, focused on growing Edge Public's influence and revenue across local government agencies, K-12, Higher Education and nonprofit organizations. This position has anticipated national travel between 30% - 50%. We are unable to offer work sponsorship for this role. Who we are: Edge Public, a Buyers Edge Platform DPN brand, is a cooperative-purchasing leader serving state and local agencies, K-12 districts, higher education institutions, municipalities, and nonprofit organizations. Powered by Buyers Edge Platform, Edge Public delivers publicly-solicited, fully compliant contracts, robust spend-analytics tools, and dedicated industry expertise that help organizations save time, control costs, and optimize their procurement strategy. At the heart of our work is a culture built on a passion for collaboration, technology, and helping public sector entities succeed. Your Impact: Grow Agency Participation Drive adoption of Edge Public cooperative contracts within assigned markets Expand participating agencies through proactive outreach, education, and relationship building Increase Contract Utilization Partner with awarded suppliers to promote contracts and align sales strategies Co-develop go-to-market plans and increase transaction volume through Edge Public contracts Sector / Regional Market Development Develop a go-to-market strategy for your assigned territory or sector (K-12, Higher Ed, Municipal, State) Identify growth opportunities and competitive gaps where Edge Public adds value Supplier Collaboration & Enablement Collaborate with Director of Contracts on member enablement of supplier contracts Serve as a liaison between Edge Public and awarded suppliers Coordinate joint marketing, field engagement, and training initiatives Ensure suppliers understand and effectively sell through the cooperative model Strategic Partnerships Build relationships with procurement associations, cooperatives, and public-sector leaders Represent Edge Public at conferences, trade shows, and industry events Pipeline Development & Reporting Build and track a robust opportunity pipeline in CRM Provide forecasts, progress reports, and KPI updates to the Edge Public leadership Monitor agency adoption, supplier growth, and market penetration metrics Additional Key Responsibilities Develop annual sales and outreach plans aligned with national cooperative strategy Prospect and engage eligible public entities to use Edge Public contracts Educate procurement officials and end-users on cooperative purchasing benefits Conduct joint field visits and webinars with suppliers to drive lead generation Analyze competing cooperatives to position Edge Public most favorably Support marketing efforts with case studies and promotional content Partner with contract administration for smooth onboarding and compliance Track and report outreach activity and utilization data About you: Sales & Business Development Bachelor's degree in Business Administration, Public Administration, or a related field experience preferred 5+ years of experience in account management, preferably in a cooperative purchasing or public procurement environment Strong hunter mentality; self-motivated to pursue and close new opportunities Skilled in consultative selling and value-based positioning Capable of developing and executing sector-specific growth strategies Experienced in collaborating across marketing, supplier, and administrative teams Strategic & Analytical Thinking Strategic approach to territory planning and market segmentation Proficient in CRM pipeline management and forecasting Data-driven decision-maker with ability to interpret market intelligence Relationship Management Exceptional networking and interpersonal abilities Strong collaboration skills with suppliers and public-sector leaders Comfortable representing the organization at industry events and conferences Communication & Presentation Excellent written and verbal communication skills Confident public speaker for webinars and live presentations Able to tailor messaging to executives and public-sector audiences Personal Attributes High professional integrity and credibility in public procurement settings Entrepreneurial and proactive “builder” mindset Results-oriented, persistent, and resilient under pressure Organized and disciplined, able to manage multiple priorities Team player who values transparency, accountability, and shared success Performance Metrics Year-over-year revenue growth from Edge Public contracts Growth in number of participating agencies and supplier engagements Increased total contract utilization and transaction volume Strong pipeline health and conversion rates Enhanced regional or sector-specific market penetration What's in this for you: Great benefits from day one. We offer medical, dental, vision, FSA, company-paid life insurance, and more-plus a 401(k) with company match. Grow with us. Enjoy strong training, development, and competitive pay. Work-life balance. Our flexible PTO policy lets you take time when you need it-no accrual required. We welcome all. We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
    $109k-161k yearly est. Auto-Apply 41d ago
  • Benefits Analyst II

    Surveymonkey 4.7company rating

    Remote pension consultant job

    SurveyMonkey is the world's most popular platform for surveys and forms, built for business-loved by users. We combine powerful capabilities with intuitive design, effectively serving every use case, from customer experience to employee engagement, market research to payment and registration forms. With built-in research expertise and AI-powered technology, it's like having a team of expert researchers at your fingertips. Trusted by millions-from startups to Fortune 500 companies-SurveyMonkey helps teams gather insights and information that inspire better decisions, create experiences people love, and drive business growth. Discover how at surveymonkey.com. What we're looking for We are seeking a motivated and detail-oriented Benefits Analyst II to join our Total Rewards team. This role is essential for ensuring the accurate administration, compliance, and effective communication of our global benefits, retirement, and recognition programs. This is an ideal opportunity to build a foundational understanding of People Operations and global benefits. The Benefits Analyst II will serve as a key operational partner, maintaining system data integrity and ensuring a positive and informed employee benefits experience. What you'll be working on Benefits Administration & Employee Support: Administer core US and global benefits programs (e.g., healthcare, retirement, etc) by processing employee life events in the HRIS (Workday), managing vendor inquiries, and resolving employee benefit tickets for timely issue resolution. Provide support to the Benefits Manager for annual programs like US Open Enrollment and global renewals. Data Integrity & System Management: Ensure system data accuracy and seamless transmission by managing carrier file feed error resolution, reconciling data with Payroll and Business Systems, and external vendors. Compliance & Audit Support: Support annual benefits compliance tasks, including gathering data for 5500 filings, Non-Discrimination Testing, and assisting with data/documentation for internal and external audits. Finance Process Management: Manage benefits-related financial processes, including processing vendor invoices and maintaining monthly financial reports, and Ad hoc project support for Benefits and Compensation project s. We'd love to hear from people with 2+ years of Human Resources experience, with exposure to or interest in benefits administration Demonstrated proficiency in Excel and/or Google Sheets, with a strong ability to analyze data, troubleshoot discrepancies, and manage monthly reconciliation processes Team player and roll up the sleeves mentality. Willing to learn and demonstrate a proactive approach to work Exceptional customer service skills and the ability to exercise professional judgment in dealing with sensitive and confidential employee matters Strong organizational skills, keen attention to detail, and the ability to multitask and prioritize competing deadlines in a fast-paced environment Experience working with an HRIS system and familiarity with benefits enrollment and vendor platforms is preferred but not required The base pay provided for this position ranges from $73,525.00 / year - $86,500.00 / year depending on the geographic market and assuming a full-time schedule. Actual base pay is based on a number of factors including market location, job-related knowledge, education or training, skills, and experience. Bonuses and commissions may also be offered as part of the total compensation package, in addition to a competitive benefits package including medical, dental, vision, life, and disability insurance; 401(k) retirement plan; flexible spending & health savings account; paid holidays; paid time off; employee assistance program; and other company benefits. #LI-remote Why SurveyMonkey? We're glad you asked At SurveyMonkey, curiosity powers everything we do. We're a global company where people from all backgrounds can make an impact, build meaningful connections, and grow their careers. Our teams work in a flexible, hybrid environment with thoughtfully designed offices and programs like the CHOICE Fund to help employees thrive in work and life. We've been trusted by organizations for over 25 years, and we're just getting started. Our milestones include celebrating a quarter-century of curiosity with 25 acts of giving, opening new hubs in Costa Rica and India, crossing the threshold of 100 billion questions answered, and earning recognition as one of the Most Inspiring Workplaces across North America and Asia. We live our company values-like championing inclusion and making it happen-by embedding them into how we hire, collaborate, and grow. They help shape everything from our culture to our business decisions. Come join us and see where your curiosity can take you. Our commitment to an inclusive workplace SurveyMonkey is an equal opportunity employer committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.
    $73.5k-86.5k yearly Auto-Apply 5d ago
  • Benefits Analyst

    Bennies Shoes 3.0company rating

    Remote pension consultant job

    About Bennie Bennie (*************** is an employee benefits broker and platform that helps companies create a healthier workplace. We provide technology and services that are beyond what growing companies typically receive, yet exactly what they need. Bennie is building the ultimate benefits platform by connecting disparate systems across the benefits supply chain to deliver a complete experience for employees, employers, and partners. Our technology, benefit plans, and service model are designed - first and foremost - with the employee in mind. Bennie was founded in May 2019 and is headquartered in Stamford, CT. Bennie is a remote-first company with offices in New York, NY and Denver, CO. Core Values at Bennie As an organization, we value our team members who are Optimistic, Accountable, Thoughtful, and Healthy. We believe these values, known as our O.A.T.H., are essential for our collective success. The ideal candidate for this role will embody these values by: Maintaining a positive attitude throughout our journey of building our company. Being responsible for the quality of their work and for meeting their goals. Respecting our differences and looking out for one another. Believing in living complete lives that balance our work and personal time. About the role: The Benefits Analyst is responsible for supporting the consulting delivery team in achieving exceptional customer results and satisfaction. The Benefits Analyst should have relevant work experience in the benefits industry, with robust knowledge of Microsoft Excel, and other data analysis and modeling tools. Reporting to: Principal Benefits Consultant Who You Are: The ideal candidate should possess exceptional analytical, communication, and relationship building skills; and is excited to join a startup and work with senior team members to help deliver exceptional consulting service and experience to Bennie's customers. The Benefits Analyst should exhibit the six core attributes of the Bennie consulting team: Possess a growth mindset to drive the business upward and forward. Take a proactive approach to value creation and delivery for customers, colleagues, and partners. Seize the consultative opportunity in every interaction with customers, colleagues, and partners. Maintain a curiosity about the industry, Bennie's customers, and Bennie's business. Bring relentless intensity to the creation of value. Work collaboratively with customers, colleagues, and partners. Responsibilities include: Partner with the customer delivery team to create customer deliverables, including but not limited to benefit guides, open enrollment presentations, customer reporting, cost modeling, benchmark analysis, and more. Support the customer request for proposal process, including data gathering, carrier marketing, proposal exhibit development and plan comparison, and other related tasks. Serve as the project manager for insurance carrier implementation for assigned customers. Execute onboarding tasks for new Bennie customers. Support quality assurance efforts, including but not limited to enrollment audits, benefit plan set up review, and customer billing review. Support execution of the annual customer account plan for all assigned customers. Support process improvement initiatives that support the ongoing evolution of Bennie's consulting model and customer service model. Develop strong relationships with customers and benefit industry partners. Requirements: Bachelor's degree or equivalent experience Working knowledge of MS excel, Word, and PowerPoint 1-2 years experience working in the benefits consulting or healthcare industry Ability to work in the US Nice to Have: Life & Health Producer's License Certification in data analysis or MS Excel Working knowledge of at least one benefits administration or HRIS system Compensation & Benefits: We offer a competitive salary for this fully remote position, commensurate with experience and qualifications. The estimated annual salary range for this role is USD60,000 to USD85,000*. *Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. Please note that the compensation details listed above reflect the base salary only, and do not include incentive pay, equity, or benefits. Bennie offers a total rewards package that includes stock options and employee benefits for full-time employees. Our total rewards package includes the following: Flexible Time Off: We have a flexible vacation policy and offer paid company holidays Remote-first environment: Bennie is 100% remote (must be based in the US) Health Benefits that includes: Medical/Dental/Vision HSA & FSA, HRA, Life, Disability, & Employee Assistance Program Wellness Benefits that includes: Headspace Wellhub Rocket Lawyer One Medical Membership Kindbody Financial education with Betterment Stock Options: All full-time employees are granted stock options Remote Work Stipend: A $1,000 WFH Stipend is paid within your first 60 days of employment. Paid Parental & Bonding Leave Employee Referral Bonus Program Bennie is an Equal Opportunity Employer Bennie is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 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.
    $35k-48k yearly est. Auto-Apply 51d ago
  • Analyst, Benefit Configuration

    Navitus 4.7company rating

    Remote pension consultant job

    Company Navitus About Us Navitus - Putting People First in Pharmacy - Navitus was founded as an alternative to traditional pharmacy benefit manager (PBM) models. We are committed to removing cost from the drug supply chain to make medications more affordable for the people who need them. At Navitus, our team members work in an environment that celebrates diversity, fosters creativity and encourages growth. We welcome new ideas and share a passion for excellent service to our customers and each other._____________________________________________________________________________________________________________________________________________________________________________________________________________. Current associates must use SSO login option at ************************************ to be considered for internal opportunities. Pay Range USD $20.00 - USD $23.06 /Hr. STAR Bonus % (At Risk Maximum) 0.00 - Ineligible Work Schedule Description (e.g. M-F 8am to 5pm) M-F 8am to 5pm Remote Work Notification ATTENTION: Navitus is unable to offer remote work to residents of Alaska, Hawaii, Maine, Mississippi, New Hampshire, New Mexico, North Dakota, Rhode Island, South Carolina, South Dakota, West Virginia, and Wyoming. Overview Navitus Health Solutions is seeking an Analyst, Benefit Configuration to join our team! The Analyst, Benefit Configuration ensures efforts are in alignment with the Claim Adjudication Operations (CAO) team to leverage technology and process improvement for the purpose of meeting the business needs of Navitus customers, clients, members, and pharmacies by accurately administering benefits. The Analyst, Benefit Configuration configures benefits in the claim adjudication system based on specifications from internal customers and external clients. This role applies knowledge of highly diverse plan designs, formularies, and networks across multiple lines of business, ensuring that claims adjudicate accurately and timely. This position may include after-hour and/or weekend hours with other eligible team members depending on workload. Is this you? Find out more below! Responsibilities How do I make an impact on my team? Completes scheduled and urgent benefit additions, terminations, and changes timely and accurately to prevent member access to care issues, missed performance guarantees and potential liquidated damages. Acquires and maintains a basic level of knowledge and interpretation of multiple adjudication system screens and functions on a field-by-field level to design both standard and custom configurations to meet client expectations. Complies with standards set forth regarding benefit design and configuration including HIPAA, NCPDP and Navitus internal business standards. Performs quality assurance peer reviews and uses sound business judgment and expertise to contribute toward the creation of root cause analysis of issues. Uses departmental workflow management, issue resolution and reporting tools for troubleshooting and responding to general customer questions and issue resolution requests. Supports internal customers by participating in client meetings, audits and new program implementations with other areas of the company, answering benefit setup questions and providing guidance to other areas and roles on the benefit configuration process. Adapts to industry changes and evolving technology, maintaining a basic level of understanding of both legacy and emerging products and systems. Independently assesses business needs and participates in process improvement, cost reduction and automation efforts. Contributes to the creation and ongoing maintenance of departmental training materials, work instructions and policies. Conducts system enhancement and regression testing of a low to moderate level of complexity for benefit configuration processes to ensure compliance with state, federal and client regulations/standards. Contributes to training and maintains a mentoring relationship with new and existing benefit configuration team members. Participate in, adhere to and support compliance and diversity, equity, and inclusion program objectives. Other duties as assigned. Qualifications What our team expects from you? Associate's degree or equivalent work experience required Minimal experience and/or training to begin learning skills, systems, and processes of the role with ability to perform tasks with close supervision Basic experience with Microsoft Office, specifically Word and Excel Participate in, adhere to, and support compliance program objectives The ability to consistently interact cooperatively and respectfully with other employees What can you expect from Navitus? Top of the industry benefits for Health, Dental, and Vision insurance 20 days paid time off 4 weeks paid parental leave 9 paid holidays 401K company match of up to 5% - No vesting requirement Adoption Assistance Program Flexible Spending Account Educational Assistance Plan and Professional Membership assistance Referral Bonus Program - up to $750! #LI-Remote Location : Address Remote Location : Country US
    $20-23.1 hourly Auto-Apply 29d ago
  • Senior Benefits Analyst

    Rocket Software 4.5company rating

    Pension consultant job in Columbus, OH

    **It's fun to work in a company where people truly BELIEVE in what they're doing!** The Senior Benefit Analyst is responsible for building and delivering both global and local benefit programs that enhance the employee experience, through support and management of both global and country programs in line with the global total rewards philosophy. The Senior Benefits Analyst supports the design, administration, and analysis of Americas' and global benefit programs to enhance the employee experience and align with the company's total rewards philosophy. This role focuses on operational excellence, compliance, and data-driven insights to ensure competitive and cost-effective benefits offerings. The analyst collaborates with internal teams, vendors, and carriers to maintain accurate systems, resolve employee inquiries, and contribute to continuous improvement initiatives. **Job Overview:** The Senior Benefits Analyst supports the design, administration, and analysis of Americas' and global benefit programs to enhance the employee experience and align with the company's total rewards philosophy. This role focuses on operational excellence, compliance, and data-driven insights to ensure competitive and cost-effective benefits offerings. The analyst collaborates with internal teams, vendors, and carriers to maintain accurate systems, resolve employee inquiries, and contribute to continuous improvement initiatives. **Essential Duties and Responsibilities** : + Administer health and welfare benefit plans (medical, dental, vision, disability, life insurance) and ensure accurate enrollment and eligibility. + Maintain compliance with federal and state regulations (ERISA, ACA, HIPAA, COBRA) and support audits. + Partner with vendors and carriers to resolve issues, monitor service levels, and ensure accurate data exchange. + Analyze claims, utilization, and cost trends; prepare reports and dashboards for leadership review. + Assist in benchmarking benefits against industry standards and support recommendations for program enhancements. + Develop employee communications and resources to promote understanding and engagement with benefits programs. + Respond to escalated employee inquiries and provide guidance on complex benefit issues. + Collaborate with HRIS and IT teams to maintain and optimize benefits systems and self-service tools. + Support wellness initiatives and contribute to global benefits projects as needed. + Identify process improvements to streamline administration and enhance employee experience. **Required Qualifications:** + Minimum 4-6 years of experience in benefits administration or analysis. + Strong knowledge of U.S. benefits regulations and compliance requirements. + Proficiency in Microsoft Excel and data analysis; ability to translate data into actionable insights. + Experience working with HR systems (Workday or similar) and benefits administration platforms. + Strong communication and problem-solving skills; ability to manage multiple priorities. + Bachelor's degree in Human Resources, Business, or related field required; professional certification (CEBS or similar) preferred. + Highly proficient in Microsoft Office, particularly Excel. + Previous experience of M&A activity / benefits harmonization. + Strong communication and presentation skills. + Workday (or comparable HR System) experience. **Preferred Qualifications:** + Facility/experience with a breadth of software/benefit administration systems. + Benefits or Rewards Remuneration professional certification or bachelor's degree in business, tax, Human Resources or a related field. + Experience/background with compensation and global mobility a plus. **Education:** Bachelor's degree in business, Human Resources, Communication or Liberal Arts. **Travel Requirements:** **Information Security:** Information security is everyone's responsibility. A fundamental principle of information security at Rocket Software is that all individuals in the organization have a responsibility for the security and protection of company information and IT Resources over which they have control, according to their role. **Diversity, Inclusion & Equity:** At Rocket we are committed to an inclusive workplace environment, where every Rocketeer can thrive by bringing their full selves to work. Being a Rocketeer means you are part of our movement to continually drive inclusivity, diversity and equity in our workforce. \#LI-JC1 \#LI-Remote Annual salary range for this position is between $98,880.00 - $123,600.00 gross before taxes. . **What Rocket Software can offer you in USA:** **Unlimited Vacation Time as well as paid holidays and sick time** **Health and Wellness coverage options for Rocketeers and dependents** **Life and disability coverage** **Fidelity 401(k) and Roth Retirement Savings with matching contributions** **Monthly student debt benefit program** **Tuition Reimbursement and Certificate Reimbursement Program opportunities** **Leadership and skills training opportunities** EOE M/F/Vet/Disability. Rocket Software Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Rocket Software Inc. is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Rocket is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please call: ************ or send an email to *************************. We will make a determination on your request for reasonable accommodation on a case-by-case basis. As part of our commitment to a safe and trustworthy workplace, we include background and reference checks in our hiring process. _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._ _If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!_ Companies around the world trust Rocket to solve their most complex business challenges by powering their critical infrastructure, business processes, and data. We help extend the value of these assets, enabling our customers to embrace the potential of cloud and mobile computing, advanced analytics, and the innovations of tomorrow. From the clothes we wear to the cars we drive, Rocket solutions power the back-end systems that thousands of brands rely on every day. At Rocket, software is about more than just code-it's about people. We are passionate problem-solvers, working to make a difference for others. Our foundation is built on empathy, humanity, trust, and love, and we strive to embody these core values in everything we do. Whether we're serving our customers, partners, or fellow Rocketeers, we are committed to treating everyone with the respect and care they deserve. Founded in 1990, Rocket Software is headquartered in Waltham, Massachusetts, and has 20 offices worldwide, bringing people and technology together to build a better future.
    $98.9k-123.6k yearly 55d ago

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