|Under general supervision, this role is responsible for accurate setup, changes, and performing quality assurance reviews of new plan sales in the recordkeeping system.|
|1. Process new plan setup and quality assurance reviews from the queue that include, but not limited to, establishing information provided from various sources, reviewing the recordkeeping system setup including all rules and indicators using established procedures. Ensure accurate, dependable and appropriate data entry and information on the recordkeeping system based on the request and source documentation provided within established time standards.|
2. Analyze, accurately process, and review for quality assurance system changes to existing information on the recordkeeping system based on queue requests and source documentation provided and submitted by various internal teams within established time standards.
3. Communicate results and discrepancies, including missing, incomplete, or unclear information or requests to the appropriate individuals for problem solving and clarification.
4. Other duties as assigned.
High school diploma or equivalent
At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.
Software Powered by iCIMS