PROFIT Plan Claims Processing Specialist, Retirement - Lakeland jobs in United States
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Publix Pharmacy · 4 hours ago

PROFIT Plan Claims Processing Specialist, Retirement - Lakeland

Publix Pharmacy is seeking a PROFIT Plan Claims Processing Specialist for their Retirement department. The role involves analyzing and processing PROFIT Plan distributions and providing exceptional customer service to individuals seeking retirement assistance.

Retail
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Responsibilities

Analyzing and processing PROFIT Plan distributions and withdrawals
Being a Subject Matter Expert (SME) for the Retirement business area
Processing beneficiary claims for PROFIT Plan distributions
Providing premier customer service to lobby visitors who are contemplating retirement and/or needing assistance and guidance about available distributions or withdrawals under the PROFIT Plan
Providing assistance to internal and external callers and as a backup to the Customer Service Agents during peak call volumes
Participating in continuous improvement efforts and other department projects as assigned

Qualification

Customer service experienceMicrosoft ExcelClaims processing experienceContinuous Quality ImprovementAnalytical skillsProblem resolution skillsTechnical skillsCommunication skillsTeamwork skillsOrganizational skills

Required

High School Diploma or equivalent experience
2 years customer service experience
knowledge of Microsoft Excel, Word and Access
knowledge of Continuous Quality Improvement (CQI) methodology
ability to be customer service-focused and maintain a positive attitude
strong verbal and written communication skills, including interpersonal skills
analytical skills with attention to detail
ability to multi-task
empathetic listening skills
professional telephone etiquette
ability to handle conflict
strong organizational and time management skills
teamwork skills
sound decision making skills
problem mitigation/resolution skills
ability to work independently and take initiative to complete tasks
ability to respond to associates with high degree of discretion and demonstrate a high level of maturity and tact
technical skills
willingness to be flexible

Preferred

Associate's Degree in Business
knowledge of the SAP-based HR/Benefits/Payroll System, Stock Management System, READ, Retirement System
2 years retirement related experience and 2 years of claims processing experience, or 4 years customer service experience in retirement related field
knowledge of the Publix retirement and stock plans, including but not limited to, ensuring administrative policies and procedures are followed and processes are completed timely in compliance with plan documents, and regulations issued by the US Department of Labor (DOL) for the Employee Retirement Income Security Act (ERISA), the US Internal Revenue Service (IRS) and Securities and Exchange Commission (SEC)
knowledge of Publix culture, history and philosophy
knowledge and understanding of Publix and department procedures
knowledge of external and internal department processes
knowledge of Publix organizational structure

Benefits

Employee stock ownership plan that contributes Publix stock to associates each year at no cost
An opportunity to purchase additional shares of our privately-held stock
401(k) retirement savings plan
Group health, dental and vision plans plan
Paid Time Off
Paid Parental Leave
Short- and long-term disability insurance
Tuition reimbursement
Free hot lunches (buffet-style) at facilities with a cafeteria

Company

Publix Pharmacy

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Publix proudly launched its first pharmacy in 1986. Today, we have expanded to over 1,300 locations, opening up to 40 new ones annually.

Funding

Current Stage
Late Stage
Company data provided by crunchbase