Pension consultant vs enrollment specialist

Differences between pension consultant and enrollment 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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Enrollment specialist example responsibilities.

• Manage the TRICARE information program by presenting information utilizing available media, group presentations, or mailings.
• Manage customer relations with internal personnel, group administrators, brokers and members as related to HMO commercial insurance.
• Maintain records pertaining to eligibility and enrollment by managing CMS reports.
• Provide enrollment counseling to eligible recipients about Medicaid manage care and promote their voluntary enrollment into an HMO.
• Analyze, process and manage FMLA claims to determine eligibility and certification in compliance with state and federal regulations.
• Assist medical assistance consumers with choosing HMO's and PCP as well as with HMO and PCP transfers.
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