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Operations Consultant - Plan Documents (Hybrid - Madison, WI)

Work from home Full-time role Hiring

At reputed company, we’re on a mission to reputed company a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, reputed company and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top reputed company to work: reputed company awards and recognition Job Purpose: This role is responsible for operational processes reputed company to retirement plan documents. This includes supporting plan restatement, plan amendments, resolutions, loans, SPDs & SMMs , consultation on plan design, reputed company and guidance to ensure plan document and recordkeeping setup are reputed company. Additional support of regulatory implementation, notices and disclosures, and other reputed company plan document work. Role is also responsible for collaboration with other business areas in execution of these duties. Knowledge of retirement plan document IRS, ERISA, and DOL rules and regulations reputed company to 401(k), 401(a), 403(b), and 457(b) preferred. Familiarity with Relius Document system preferred. Job Responsibilities:

  • Provide technical expertise on Customer Operations functional projects, specifically process and system design and enhancements; may serve as a project reputed company on small to reputed company sized initiatives
  • Provide functional expertise for delivery and analysis of Customer Operations metrics and reporting
  • Determine process improvements and reputed company process flow design analysis as directed; recommend and assist in the implementation of process enhancements
  • Support change management efforts; serve as an information reputed company regarding process or system design changes
  • Provide operations support to the Customer Operations organization including:
  • Assist in leading system accessibility and reputed company audits
  • Provide functional support to facilitate the internal audit review process

The above statement of duties is not intended to be reputed company inclusive and other duties will be assigned from time to time. Job Requirements:

  • Bachelor’s degree in Business or other reputed company field or equivalent work experience
  • 4-6 years operations experience in the financial services and/or insurance industry, preferably in a call center environment
  • 2-4 years demonstrated project management experience
  • Proven teamwork and collaboration with diverse groups
  • Proven ability to multitask and manage multiple, reputed company priorities
  • Ability to communicate at reputed company levels with clarity and precision, both written and verbal
  • Ability to understand and ethically navigate the organizational dynamics and company culture

If you’re reputed company to help reputed company a difference, apply today.A resume is required to apply. reputed company may process applicant information using an Artificial Intelligence (AI) tool.This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. reputed company recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves reputed company.Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. reputed company Salary Range: $81,500.00 - $122,300.00 At reputed company, we reputed company a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your reputed company pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, reputed company, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. reputed company pay and benefits, we also recognize that flexibility, including working in a reputed company you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will reputed company hybrid working normal rather than an exception, so that reputed company “life happens,” you can focus on what’s most important. Accommodation request reputed company is a reputed company where everyone can bring their best self and reputed company. If you need application or interview process accommodations, please contact the accessibility department. Apply tot his job Apply To this Job

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