Great-West Financial Empower Retirement

  • Sr Specialist Fees & Billing

    Location US-CO-Denver (DTC)
    Posted Date 3 weeks ago(3 weeks ago)
    Job ID
    16146
    # Positions
    1
    Category
    Account Operations
  • Position Highlights

    Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.

     

    Our over 5,000 associates across 40 locations across the country provide world class service to:

     

    30,000+ employer sponsored retirement plans

    8 million+ employees participating in their employer-sponsored retirement plan

    467,700+ individual life insurance and annuity accounts

    $460 billion+ total assets under administration  

     

     

    The Senior Specialist Fees & Billing will, under general direction, work on resolving corrections and work on more difficult fee set up and changes. Take the lead on control reports. Review and approve complex billing calculations and reconciliations for the most complicated clients.

    Primary Responsibilities

    • Set up of explicit fee structures for all lines of business on record keeping system. Handles the more complex service requests and helps with corrections. May help train team members, assist with quality control review, and act as a backup for other team members. Research and resolve items on control reporting and analytics.
    • Analyze fees for significant cases, calculating amounts to/from customer, assist service teams with understanding and explaining fees. Requires a thorough understanding of all fee structures and system functionality.
    • Research and resolve issues working with systems teams, relationship managers, and other team members. Make recommendations for corrective actions.
    • May perform various tasks surrounding cash processing, accounting entries. Assists with invoice creation and receipt of payments for large/mega clients. Assists with written documentation of procedures, and audit requests.
    • Responsible for reconciliation of suspense and receivable accounts, including ongoing follow up with other teams as needed. Documents comments for aged items in all monthly reconciliations based on current status.
    • Other duties as assigned

    Qualifications

    • Bachelors Degree in Business, Finance, or similar field
    • Intermediate MS Office skills
    • Intermediate EASY and SAP skills
    • Strong management, organizational, analytical/problem solving, written and verbal communication skills
    • Ability to prioritize projects and work independently
    • FINRA Series 6 is permitted but not required.
    • This position requires submission of fingerprints to FINRA

     

    The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.

    About Great-West Financial

    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.

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