Transaction Coordinator Job at The Retirement Advantage, Inc. (TRA), Appleton, WI

RXErTlBOV2gvOTRHeTA4VFYvMk5CcVRwMWc9PQ==
  • The Retirement Advantage, Inc. (TRA)
  • Appleton, WI

Job Description

Job Description

Job Description

*Remote Position.
Responsible for actively monitoring the processing queues, independently performing daily transactions within a team atmosphere and ensuring these transactions are processed in compliance with IRS & ERISA guidelines as well as the applicable plan document provisions.

Responsibilities:

  • Process Tier II transactions, which includes Tier I transactions as needed
  • Mentor Level I TCs, assisting with training as needed
  • Serve as PPAs for preferred providers, keeping procedures updated for these providers ensuring both internal efficiency and high quality service for our clients
  • Maintain high standard of quality work and production goals, both individually and as a team
  • Communicates effectively with Plan Sponsors, Plan Advisors, Plan Providers, and Internal Office Staff
  • Keeps current on procedures, laws, and other facets that may impact processing
  • Participation in key projects as assigned
  • Outstanding TRA Corporate Citizen dedicated to maintaining TRA's reputation at all times in the communities we touch
  • Perform other job related duties or special projects as required

Qualifications:

  • One year of related experience, higher education, or any equivalent combination of experience and knowledge
  • Customer service experience
  • Strong verbal and written communication skills
  • Knowledge of Microsoft office programs and basic math skills
  • Must be engaged and able to work with people at all knowledge levels
  • Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment

Job Tags

Remote job,

Similar Jobs

OPOC.us

Biometric Screener Job at OPOC.us

OPOC.us (One Point of Care) is seeking a part time Biometric Screener to work on an as needed basis with our AccelWELL team. We are looking for an experienced, high-energy individual who is client and employee focused and enjoys working in a team environment. You will... 

APOLLO MEDFLIGHT, LLC

Flight Nurse - Amarillo, TX Job at APOLLO MEDFLIGHT, LLC

Are you a skilled and compassionate Flight Nurse looking for an exciting opportunity to make a significant impact in the medical aviation field? Apollo MedFlight is seeking dedicated professionals like you to join our team and be a crucial part of our mission to provide... 

The California State University

Health Communications Specialist Job at The California State University

 ...Services, Probationary, Full Time, Marketing/Communications, On-site (work in-person at business...  ...Title: Public Affairs Communication Specialist IIIPriority Application Date: Sunday,...  ...direction of the Senior AVP of Student Health, Counseling, & Wellness Services (SHCWS... 

STEELE MEMORIAL MEDICAL CENTER

MED RECORDS SCANNER INTERN Job at STEELE MEMORIAL MEDICAL CENTER

Summer Medical Records Scanner Inter Opportunity Gain Valuable Experience! - Local High School Students ONLY! Are you a junior or senior in high school? Looking for a great summer opportunity to gain experience in healthcare? Steele Memorial Medical Center is seeking... 

Tutor Me Education

Online Teacher Job at Tutor Me Education

 ...all across the country! Here are the details: Virtual instruction from your home computer, on your schedule! This is a remote job! Set your own availability and change it at any time Set your own hourly rate and negotiate on a per job basis We...