Integrations Specialist

Job Description

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Communicate with clients during the implementation of Workers Comp or Retirement Plan Services to gather data
• Implement/build deferred comp plans within isolved system
• Maintain Workers compensation data within isolved
• Resolve discrepancies with client contact and retirement service provider
• Ensures timeliness and accuracy of required retirement plan submissions
• Conducts weekly audits to ensure all client 401k reports have been submitted
• Work with Pay(K)onnect to streamline/automate 401k submission process

Minimum Qualifications (Knowledge, Skills, and Abilities)

• 2+ years of customer service and/or experience in a customer-facing role (emphasis on client web meetings/trainings, taking direct client calls for service support, etc)
• Knowledge of email etiquette
• Demonstrates a knowledge of Microsoft Suite programs.
• Must have a strong focus on attention to detail.
• Ability to work effectively in a team environment

Education

• BS/BA degree is preferred

Physical requirements

This position requires one to sit for an extended amount of time. They are also required to use basic office equipment.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

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