Operations: Oversee all aspects of project work, including the collection, analysis, and evaluation of client data. Analyze test data and execute test scenarios to ensure the accuracy and completeness of required data. Optimize project methodologies based on data insights.
Data Management: Identify data requirements, address data issues, manage project timelines, and offer guidance on data submission processes.
Quality Assurance: Execute tasks with precision and accuracy, self-review work to minimize rework, and maintain high-quality standards.
Service Level Agreements (SLA): Ensure compliance with all agreed-upon SLAs and propose solutions for improvement where necessary.
Customer Interaction: Engage with clients to clarify project requirements, handle escalations, and maintain strong customer relationships.
Knowledge Management: Regularly review and update process documentation to maintain a current repository of process documents.
Process Reengineering & Optimization: Continuously seek and implement process improvement ideas, take corrective actions based on reviews, and monitor billing to meet financial objectives.
Training & Certification: Complete required training promptly and provide feedback on training and certification methodologies to ensure proper skill development.
Special Projects: Participate in special projects and undertake additional duties as assigned.
401K Domain Knowledge: Possess a good understanding of the 401K domain, including basic principles from a functional/business perspective, such as ASPPA RPF.
Technical Proficiency: Skilled in using Excel formulas, running database queries, handling exceptions, and executing processes.
Preferred Skills:
Educational Requirements:
Service Line:
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