Pension consultant vs benefits representative

Differences between pension consultant and benefits representative 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 representative example responsibilities.

• Determine eligibility and process FMLA initial notification letters for employees which lead to immediate use of benefits.
• Service consumers inbound inquires via phone and live chat regarding HRA, FSA and HSA accounts.
• Work with clients to ensure ACA compliance.
• Train in and apply HIPAA privacy and security regulations and maintain strict confidentiality of claims.
• Contact any FSA or HRA groups concerning any outstanding payments for claims and/or admin fee invoices.
• Produce benefit-related reports from HRIS.
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