Pension consultant vs benefit specialist

Differences between pension consultant and benefit specialist duties and responsibilities

Pension consultant example responsibilities.

• Recruit to manage key client engagements to define global strategic sourcing projects and solutions to utilize technology and advance ERP systems.
• Research and compile documents to assist senior legal counsel specific to ERISA litigation.
• Fast learner, note for quickly developing strong knowledge of IRS rules for insurance industry.
• Leverage sales skills to identify customer needs and create new opportunities to transfer assets to TIAA-CREF.
• Pioneer the Spanish initiative, in taking the first calls in Spanish for TIAA-CREF along with a small team.
• Review court orders and relate legal documents to ensure compliance with applicable IRC provisions, ERISA, and qualify plan requirements.
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Benefit specialist example responsibilities.

• Manage various employee program such as life, medical, dental pension, and HSA accounts.
• Examine HMO documents to verify eligibility to process or reject into or from a manage care plan when necessary.
• Input daily time and PTO, manage benefits, report new hires, input sales, oversee accounts receivable.
• Create reports using SQL database and manage reports, perform from internet-base tools for research projects need for client insight.
• Implement new vendor for FSA administration and manage outstanding issues through continuous follow-up and vendor accountability.
• Analyze, process and manage FMLA claims to determine eligibility and certification in compliance with state and federal regulations.
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