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ASSISTANT BENEFITS CONSULTANT

ASSISTANT BENEFITS CONSULTANT

United Actuarial Services IncCarmel, IN, US
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Job Description

Job Description

Description :

ABOUT UNITED ACTUARIAL SERVICES, INC.

Since 1951, United Actuarial Services, Inc. (UAS) has been providing consulting and actuarial services to multiemployer funds. We are one of the few actuarial firms that focuses entirely on Taft-Hartley fringe benefit plans. We are proud of the long-term relationships we have with our clients; some have been with us for over 40 years. Our professional staff includes consultants, actuaries, research specialists & analysts, and attorneys who are experts in the employee benefits field and well acquainted with the special issues facing multiemployer benefit funds. We pride ourselves on the continuity and stability we are able to offer our clients.

Position Overview : The Assistant Benefits Consultant is a member of our health and welfare team who collaborates with our lead consultants and analyst team in the preparation of a variety of services provided to our clients. This position will assist in the review of our standard reporting, conduct special benefit studies, compliance projects, governmental filings, analyzing plan design, data analysis of clients’ financial health and vendor RFP’s. In addition, this position will maintain client relationships and serves as and / or supports the lead point of contact for an assigned portfolio of clients.

This is an client facing position. Travel, including overnight is required.

Successful candidates generally have background in Benefit Consulting, Benefit Administration, Benefits Advisor, Benefit Reporting & Compliance, Taft-Hartley, Multi-employer, MEWA, Advanced Data Analysis.

Here's What is in it for YOU :

  • A company culture that provides training and learning opportunities.
  • Medical / Dental / Vision benefits.
  • Paid Holidays.
  • Paid Time Off.
  • Company provided Short & Long-Term disability, AD&D, and Life Insurance.
  • 401k w / company match.
  • Company provided HSA dollars.

Major Responsibilities :

  • Guide and directs the activities of the analyst staff on related projects.
  • Supervise the preparation and / or review of reports and benefit design studies.
  • Prepare requests for proposals (RFP's) for various plan vendors or services and provide financial review support and analysis of such proposal.
  • Assist with preparing and reviewing legal documents related to benefit plans.
  • Professionally communicate with clients. Assist client and fund professionals with questions, problems, and concerns.
  • Assist with electronic files related to assigned clients to assure they are complete, accurate, current, and well organized.
  • Utilize project management spreadsheets and software programs to ensure deadlines are met.
  • Proficient with UAS templates and job-related software.
  • Offer insight into current procedures to improve company operations.
  • Maintain professional knowledge in related actuarial and multiemployer fields through reading, research, and study.
  • Assist in training and mentoring fellow employees.
  • Attend weekly team meetings and remain up to date on changes and procedures.
  • Maintain client relationships, travels to client location as needed, presents reports at client meetings, and supports a lead point of contact to UAS client.
  • Perform other duties as assigned by management.
  • Requirements :

    Education and Experience Requirements :

    Education : Bachelor's Degree in a relatable business field preferred.

    Experience : Strong mathematical background. 5-6 years work history within a benefits, consulting, mathematics, legal, or data analysis field.

    Computer Skills : Microsoft Office.

    Specific Requirements :

    Excel proficiency is required. Ability to use job-specific software is required.

    Taft-Hartley multiemployer experience preferred.

    GBA or CEBS certification preferred.

    Physical Requirements :

    1. Typically sitting at a desk or table for long periods.

    2. Intermittently bending, standing, and stooping.

    3. Occasional lifting and carrying of up to 25 lbs.

    Supervisory Responsibilities :

    This position has no direct supervisory responsibilities.

    Skill Requirements :

    Accuracy - Ability to perform work accurately and thoroughly.

    Adaptability - Ability to adapt to changes in the work environment. Ability to manage competing demands and deal with frequent changes, delays, or unexpected events.

    Analytical Skills - Ability to use thinking and reasoning to solve a problem.

    Communication, Oral & Written - Ability to communicate effectively with others in writing and using the spoken word.

    Dependability - Ability to consistently be at work and on time, follow a variety of instructions. Ability to respond to management direction, takes responsibility for own actions and solicit feedback to improve performance.

    Detail Oriented - Ability to pay attention to the minute details of a project or task.

    Goal Oriented - Ability of the individual to act to ensure that they and others stay focused on the task objective and perform in accordance with clear expectations and goals.

    Leadership - Ability to influence others to perform their jobs effectively and to be responsible for making decisions.

    Mathematical Skills - Ability to perform addition, subtraction, multiplication, and division in all units of measure using whole numbers, fractions, and decimals. Must be able to calculate ratios, percentages, and apply basic algebraic formulas.

    Organized - Possessing the trait of being organized or following a systematic method of performing a task.

    Problem Solving - Ability to identify and resolve practical problems in a timely manner. Ability to gather and analyze information skillfully.

    Teamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; possesses ability to build morale and group commitments to reach goals and objectives.

    Time Management - Ability of the individual to effectively utilize available time for the completion of necessary job tasks.

    The above statements are intended to describe the general nature, level, and work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will.”

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