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    DB Client Service Analyst II - Dallas, United States - Milliman

    Milliman
    Milliman Dallas, United States

    3 weeks ago

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    Description


    The Client Service Analyst works in a team environment and is responsible for all operational tasks associated with servicing qualified and non-qualified defined benefit pension plans in compliance with the plan's provisions and administrative policies.This includes, but is not limited to, acting as the primary client contact on all participant issues, performing benefit calculations, responding to participant requests, and problem resolution.

    The Client Service Analyst will interact within their team and with other Milliman teams (possibly across office locations) with a moderate amount of interaction with the client.A small amount of travel can be anticipated.

    Who We Are

    Independent for 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world's most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation.

    Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance.

    What You Will Do
    • Processes benefit calculations and distribution forms
    • Researches and responds to participant inquiries and requests
    • Researches and responds to client inquiries and requests
    • Performs all non-payment administration activities
    • Prepares actuarial valuation data extract and benefit statements
    • Maintains client project status logs
    • Performs special projects
    • Leads client status call
    • Reviews benefit calculations and other non-payment administration activities
    • Develops and updates procedural documentation
    • Prepares project management documentation
    Who We Are Looking For

    Required Experience and Skills
    • 3+ years of related experience in defined benefit plan administration
    Preferred Qualifications
    • QPA certification
    Personal Qualifications
    • Works well within a team environment and takes ownership of personal work product.
    • Proficiency in the use of computers and other general office equipment.
    • Proficiency in Microsoft Office Suite.
    • Attention to detail.
    • Excellent problem-solving skills.
    • Strong communication skills (both written and verbal).
    • Able to productively respond to change.
    • Excellent organization and time management skills.
    Location

    This role is based out of the Milliman office in Dallas, TX, but candidates hired into this role may work remotely anywhere in the US.

    Compensation

    The salary range for this role is $50,000 to $96,000, depending on a combination of factors, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, location, etc.

    Benefits

    At Milliman, we focus on creating an environment that recognizes - and meets - the personal and professional needs of the individual and their family. We offer competitive benefits which include the following based on plan eligibility:
    • Medical, dental and vision coverage for employees and their dependents, including domestic partners
    • A 401(k) plan with matching program, and profit sharing contribution
    • Employee Assistance Program (EAP)
    • A discretionary bonus program
    • Paid Time Off (PTO) starts accruing on the first day of work and can be used for any reason; full-time employees will accrue 15 days of PTO per year, and employees working less than a full-time schedule will accrue PTO at a prorated amount based on hours worked
    • Family building benefits, including adoption and fertility assistance and paid parental leave up to 12 weeks for employees who have worked for Milliman for at least 12 months and have worked at least 1,250 hours in the preceding 12-month period
    • A minimum of 8 paid holidays
    • Milliman covers 100% of the premiums for life insurance, AD&D, and both short-term and long-term disability coverage
    • Flexible spending accounts allow employees to set aside pre-tax dollars to pay for dependent care, transportation, and applicable medical needs
    Equal Opportunity

    All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Pay Transparency

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)

    The expected application deadline for this job is May 31, 2024.

    #LI-Remote

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
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