Are you looking for an opportunity to use your organizational, analytical, and Microsoft Excel skills in a meaningful way? Join our team as a Retirement Plan Operations Specialist and support clients in managing their retirement plans while ensuring efficiency, compliance, and accuracy. About the Role: As a Retirement Plan Operations Specialist, you will be responsible for processing, analyzing, and reconciling client data for retirement plans such as 401(k)s, profit-sharing plans, SEP plans, and 403(b) plans. You will leverage your proficiency in Microsoft Excel and transferable skills such as problem-solving, attention to detail, and communication to ensure high-quality service delivery for both clients and internal teams. What You’ll Do: Your key responsibilities will include: Data Management and Plan Administration: Process client-provided census information and ensure accuracy in uploading data into internal systems. Utilize Microsoft Excel to create and manage gain/loss spreadsheets, asset reports, and compliance testing data. Assist with reconciling plan statements, plan assets, and year-end valuations. Compliance and Reporting: Prepare and deliver compliance documents, including 5500 filings, Summary Annual Reports (SARs), and necessary client notifications. Assist with testing for plan compliance, including ADP/ACP, coverage, top-heavy, and mid-year testing. Stay current on regulatory changes and industry updates to provide informed support to clients. Client Support and Issue Resolution: Resolve routine and non-routine client inquiries, providing exceptional customer service and technical support. Collaborate with internal teams to assist clients with plan amendments, terminations, and new plan setup. Special Projects and Coordination: Support plan conversions, data imports, and updates using Microsoft Excel and industry-specific platforms. Back up other team members during absences to ensure seamless operations. Participate in team training and knowledge sharing to grow skills and add value to client service
<p>We are seeking a skilled and detail-oriented <strong>Patient Account Supervisor</strong> to join our dynamic team. As a <strong>Patient Account Supervisor</strong>, you will be a key leader in ensuring exceptional customer service and optimizing revenue for our clients. You'll lead by example, guiding your team to resolve complex billing and insurance inquiries through both phone and written communication.</p><p><br></p><p><strong>Hours</strong>: Monday - Friday 8am - 5pm EST</p><p><br></p><p>Responsibilities for the position include the following: </p><ul><li> Leads as a role model in conduct and performance by ensuring customer payments adhere to set guidelines for both agency and client that maximize revenue for our clients and customers, while consistently meeting and exceeding the highest standards for delivering excellent service over the phone and in writing to resolve all billing and insurance questions.</li><li> Prepares daily tasks and oversight of Patient Care Representatives with management support. Performs quality checks, develops and reviews production reports, and identifies areas to improve and implements measures to improve performance with leadership approval.</li><li> Leads employee development and conducts quality checks with all direct reports to outline areas of opportunity or success.</li><li> Handles complex requests such as escalated calls, customer disputes, and achieve the highest standard for documenting all interactions effectively and consistently. Plan and lead team meetings and training programs to improve team and department performance.</li><li> Represents the department as a subject matter expert on products and systems. Develops and implements projects, leads change to ensure departmental objectives are met.</li></ul><p><br></p>
We are looking for a Logistics Customer Service Specialist for a Contract to Permanent position based in Columbia City, Indiana. This role is essential in ensuring smooth warehouse operations by managing supply chain procedures, coordinating deliveries, and handling shipping documentation. The ideal candidate is highly organized, detail-oriented, and capable of maintaining accurate records while ensuring timely order fulfillment.<br><br>Responsibilities:<br>• Coordinate shipments based on product availability and customer requests, ensuring timely and accurate delivery.<br>• Monitor and track orders, booking freight appointments to meet delivery deadlines.<br>• Prepare and process both physical and electronic shipping documents, including purchase orders, sales orders, and bills of lading.<br>• Optimize supply chain procedures to improve delivery quality and efficiency.<br>• Maintain accurate records of orders, inventory levels, suppliers, and customer information.<br>• Oversee warehouse stock levels and generate reports, such as cut reports, as required.<br>• Communicate with customers to provide updates on the status of their orders and address inquiries.<br>• Collaborate with team members to streamline logistics operations and resolve any issues promptly.
We are looking for a highly organized and meticulous Administrative Coordinator to join our team in Fort Wayne, Indiana. This Contract-to-Permanent position offers an excellent opportunity to support technical teams by managing administrative tasks and ensuring smooth operations. The role requires a proactive approach, the ability to adapt quickly, and a commitment to delivering high-quality work.<br><br>Responsibilities:<br>• Coordinate and manage scheduling for meetings, trainings, and projects to ensure efficient workflows.<br>• Maintain and update databases, tracking project progress and ensuring all records are accurate and accessible.<br>• Provide exceptional customer service while addressing inquiries and resolving issues in a timely manner.<br>• Assist technical teams by handling administrative tasks and ensuring all necessary documentation is completed.<br>• Facilitate both virtual and in-person training sessions for team members, ensuring all logistics are handled seamlessly.<br>• Communicate effectively with team members and leadership, providing updates on administrative processes and project timelines.<br>• Support the integration of processes across different teams, ensuring consistency and alignment.<br>• Adapt to evolving priorities by learning new systems and processes swiftly and asking relevant questions when needed.<br>• Collaborate with colleagues to maintain a positive and productive work environment.<br>• Ensure compliance with organizational policies and procedures while handling sensitive information.
We are looking for an experienced and detail-oriented Controller to oversee financial operations and ensure compliance with accounting standards and organizational policies. This contract position is based in Huntington, Indiana, and will play a key role in financial reporting, budgeting, internal controls, and risk mitigation. The ideal candidate will collaborate with cross-functional teams to provide strategic insights and drive financial excellence.<br><br>Responsibilities:<br>• Prepare and oversee the distribution of accurate and comprehensive financial reports for internal and external stakeholders.<br>• Implement and monitor internal controls to safeguard assets and ensure compliance with financial regulations.<br>• Lead the annual budgeting and forecasting process, offering actionable insights to support decision-making.<br>• Conduct variance analysis to identify trends and provide recommendations for optimizing financial performance.<br>• Ensure compliance with tax regulations, financial standards, and organizational policies.<br>• Collaborate with the parent company to align financial strategies and reporting practices.<br>• Provide financial insights and guidance to senior leadership to support strategic business goals.<br>• Manage month-end close activities, including journal entries and reconciliations, to ensure accuracy.<br>• Identify and implement process improvements to enhance operational efficiency and compliance.<br>• Support financial planning and analysis (FP& A) activities to drive long-term success.
