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Plan Operations Specialist

BlueStar Retirement Services, INC.

in Telecommute / Jacksonville FL

Overall responsibility
Support the on-going service needs of existing clients.

Key areas of responsibility

• Develop new technical skills and expand knowledge of our systems and recordkeeping software to find better ways to service our clients and adapt to system changes and upgrades
• Act as BlueStar’s ambassador to its clients
• Prepare and review eligibility determinations to ensure accurate and timely identification of newly eligible employees
• Process and review automatic enrollment to ensure accurate and timely identification of newly eligible employees
• Process and review source level eligibility to ensure accurate and timely identification of newly eligible employees
• Update PlanConnect and Relius as needed based on eligibility and automatic enrollment review
• Prepare and deliver enrollment kits at least 30 days prior to plan entry to eligible participants
• Prepare mapping notices that accurately reflect mapping instructions and deliver 30 days prior to all eligible participants
• Prepare annual notices that accurately reflect plan specifications, investments and fees and deliver on an annual basis
• Print and mail other plan communications as requested by other departments
• Provide timely notification to plan sponsors of newly eligible participants, source level eligibility, and automatic enrollment
• Determine participants eligible for forceout, distribute distribution paperwork, and track sponsor approval
• Determine participants eligible for loan default, distribute distribution paperwork, and track sponsor approval
• Determine participants eligible for RMDs, distribute participant notification, and track sponsor approval
• Answer questions posed by Customer Service Representatives related to enrollment kits and other notices
• Develop new reporting capabilities for internal use and to promote integrations with 3rd parties
• Deliver quarterly participant statements

Characteristics

• Commitment to making the client’s experience as easy as possible
• High degree of empathy and service orientation
• Ability and desire to get the details right
• Belief that technology can help us work better, faster, and smarter
• Ability and desire to think outside the box for new, creative solutions
• Willingness to work within existing procedures to ensure accurate controls
• Willingness to adapt and continuously change to meet new situations and to enhance our service offering
• Commitment to life-long learning
• Team Player
• Extensive Relius experience
• Knowledgeable about compliance regulations and plan documents
• Excellent word processing and excel skills
• Ability to learn new software programs quickly
• Excellent time management skills
• Strong Attention to Detail; high level of accuracy
• Ability to meet deadlines; strong sense of urgency
• Able to work independently
• Clear understanding of the importance of communicating clearly with internal and external service partners and with clients
• Clear understanding of the need to handle sensitive information with an abundance of caution

Required Skills

• Ability to utilize office equipment such as computers, phones and photocopiers throughout the work day
• Ability to communicate in a courteous and professional manner both in writing and over the phone
• Ability to organize and manage multiple priorities
• Ability to complete assignments quickly and accurately
• Ability to use all tools available to track progress with a high level of clarity
• Ability to recognize inefficiencies and to make recommendations for improvements
• Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact’s attention for further review

Required experience - 2 years in retirement industry

How to Apply

Email resume to humanresources@bluestarretirement.com and include the position you are applying for in the subject line. 

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