Pension consultant vs benefits assistant

Differences between pension consultant and benefits assistant 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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Benefits assistant example responsibilities.

• Create reports using SQL database and manage reports, perform from internet-base tools for research projects need for client insight.
• Audit HIPAA and outgoing correspondence.
• Maintain strict confidentiality, observing HIPAA and other policies and guidelines.
• Post patient payments, verify insurance coverage for new and Medicaid patients.
• Provide information, education and assistance to clients regarding Medicare and Medicaid by phone and in person.
• Audit, correct and record all attendance records, vacation records, vacation carryover and vacation/sick accruals.
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