Retirement plan specialist vs enrollment specialist

Differences between retirement plan specialist and enrollment specialist duties and responsibilities

Retirement plan specialist example responsibilities.

• Generate sales leads for personal investments, annuities and plan sales.
• Participate in establishing and testing pension plans on PeopleSoft to automate applicable calculations.
• Call into the ADP payroll client base to cross-sell retirement products and work with payroll reps on joint sales.
• Research and advise clients and attorneys on laws and regulations to comply with QDRO and federal guidelines.
• Train staff on ASC software and provide office support, as needed, for issues and new training.
• Assist in the planning, testing and conversion of the company's payroll system from GEAC to JD Edwards.
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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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