*Job Summary & Purpose:*
The Assisstant Fund Administrator is a professional that assists and maintains current business accounts and assists with new business acquisition.
AFAs collaborate with company managers, fellow professionals, and customers to develop solutions that address the client's benefit plan needs.
This position is under limited supervision of the Department Supervisor.
*General Duties:*
* Coordinate all aspects of the client relationship within the WPAS organization with Account Executive oversight.
* Maintain current knowledge of assigned Plans and Groups to effectively apply knowledge.
* Assist Account Executive in implementing client requirements and changes in benefit programs.
* Attend client meetings, review, and assist with agenda meeting preparation and meeting minutes drafting.
* Review client financial statements, Summary Plan Descriptions, benefit communications and other client documents.
* Work with Administrative Assistants (AA) on meeting action items follow-up and project management.
* Assist AE with updating Admin Service Agreements as needed.
Provide feedback to company management on market trends, competitive threats, unmet needs, and opportunities to deliver greater value to customers by extending company offerings.
* Maintain effective communications and working relationships with clients, management, and staff, as well as government agencies, unions, participants, attorneys, employers, and consultants.
* Foster strong relationships with third party and partner companies that may be necessary for WPAS to deliver full solutions to customers.
* Assist in onboarding new clients and coordinate implementations with the Project Management Team.
* Travel required: up to 5-10%.
*Minimum Qualifications:*
* Bachelor's Degree in a related field, or an equivalent combination of education and work experience.
* Excellent verbal and written communication skills, including interpersonal skills.
* Ability to exercise independent judgment, manage multiple priorities and deliver high-caliber results.
* Ability to understand complex situations and effectively resolve issues.
* Knowledge of Microsoft Office Suite (i.
e.
Word, Excel, Outlook, and PowerPoint) required.
*Preferred Qualifications:*
* Minimum of 5 years of experience in a relationship management role, preferably in an insurance, benefits, or TPA environment.
*Physical/Mental Requirements:*
The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job.
While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine and complex office administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform highly detailed work on multiple, concurrent tasks; work under intensive deadlines with frequent interruptions.
_WPAS, Inc.
is proud to be an Equal Opportunity Employer.
_
Job Type: Full-time
Pay: $40,000.
00 - $50,000.
00 per year
Benefits:
* Health insurance
* Life insurance
* Paid time off
Schedule:
* Monday to Friday
Work Location: In person
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