Production-Coordinator

Job Description

Responsibilities

• Submission Review (30%)
• Ensure that document submission requests for flow through and special deal contracts are complete and accurate.
• Ensure that enrollment kit requests kits are complete and accurate.
• Ensure that Requests for Proposal requests are complete and accurate
• Ensure that requests for plan setups and updates on eDocs and Company recordkeeping systems are complete and accurate.
• Actual Production (30%)
• Update and maintain individual production documentation in our Work Management System (WMS).
• Prepare all documents appropriate to the submission request.
• Prepare kit data for submission to our fulfillment vendor.
• Prepare Request for Proposal requests
• Manage individual caseload to ensure that deadlines service standards are met.
• Establish new plans and update existing plan provisions on eDocs and Company recordkeeping systems.
• Quality Review (30%)
• Review completed flow through and special deal documents to ensure accuracy, compliance, and adherence to document-related quality standards.
• Review completed enrollment kit orders to ensure accuracy, compliance, and adherence to quality standards.
• Review completed plan setups and plan provision updates to ensure accuracy, compliance, and adherence to quality standards.
• Special Projects (10%)

Qualifications

• Demonstrated data-entry experience to produce documents that are accurate and timely in a high-volume, production-based, deadline-driven environment
• Demonstrable experience with Microsoft’s’ suite of business related software applications (Word, Excel, Access, etc.)
• Demonstrated ability to manage multiple tasks with extremely high levels of timeliness and accuracy in a high-volume, production-based environment
• Solid team-based mentality and proven ability to integrate into a closely-knit, high-volume, results-oriented department
• Strong “get-it-done” mentality and customer focus with demonstrated ability to move work forward while dealing with internal pension professionals in a courteous, fair, professional and effective manner
• Results oriented with demonstrated ability to “think on your feet” in difficult situations
• Strong oral, written, and interpersonal communication skills
• Desire to learn, communicate and apply Internal Revenue Service, Department of Labor, and State Insurance regulations to ensure the highest quality documents possible
• Ability to recognize flaws in procedures and define appropriate business solutions

Working Conditions

Work setting is a typical office environment.