73 applicants

Company

Ascensus · 1 day ago

Operations Associate

United States

Full-time

Remote

Entry Level

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ConsultingRetirement

H1B Sponsor Likely

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Responsibilities

Primary responsibility is to receive schedules from the insurance companies, brokers or plan sponsors. This involves understanding the broker, the plan sponsor and the ERISA plans. Interaction is primarily with the insurance companies, but also involves some interaction with brokers, plan sponsors and Wrangle staff.

Emails from the carriers should be responded to within 24 hours of receiving them.

Emails from brokers or plan sponsors should be responded to within four (4) hours of receiving them.

Schedule As received should be reviewed for the correct carrier, policy number, policy period, benefit and funding. If correct, they should then be made available to be entered into the Wrangle database/Form 5500.

Schedule A Requests – if the Schedule As received are not correct, use the automated tools to reach out to the appropriate carrier for the data needed for that client, policy period and ERISA Plan Year.

Perform regular checks to ensure all auto requests are being sent out appropriately. This includes on-time requests as well as requests for placeholders.

Take responsibility for and complete the DC – CF portion of the CBD list, the 45 day report and the Aflac and Colonial lists.

Assist with preparing on-time, amended, Ticking and One-Year DFVCs.

Assist and support Consultants, 5500 Specialists and Data Collections – Broker Facing as necessary and as directed by the office manager to optimize the Wrangle process.

This position requires a significant amount of self-management in terms of following Wrangle’s Best Practices Form 5500 Timeline, responding to emails in a timely manner and ensuring that all data is received and entered in accurately.

Qualification

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Data CollectionsERISA plansProfessional communicationEmail responsiveness

Required

Professional relationship and professional communication with vendors and Wrangle staff.

Understanding of the broker, the plan sponsor and the ERISA plans.

Ability to respond to emails from carriers within 24 hours.

Ability to respond to emails from brokers or plan sponsors within four (4) hours.

Review Schedule As for the correct carrier, policy number, policy period, benefit and funding.

Use automated tools to reach out to the appropriate carrier for data needed for clients.

Perform regular checks to ensure all auto requests are sent out appropriately.

Complete the DC – CF portion of the CBD list, the 45 day report and the Aflac and Colonial lists.

Assist with preparing on-time, amended, Ticking and One-Year DFVCs.

Assist and support Consultants, 5500 Specialists and Data Collections – Broker Facing as necessary.

Self-management in following Wrangle’s Best Practices Form 5500 Timeline.

Timely response to emails and ensuring accurate data entry.

Company

Ascensus

Glassdoor

3.5

Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.

Founded in 1980

Dresher, Pennsylvania, USA

5,001-10,000 employees

https://www2.ascensus.com/

H1B Sponsorship

Ascensus has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (8)

2022 (17)

2021 (13)

2020 (21)