• Work with assigned customer, service vendors, and others to meet the customer's service requirements • Schedule Preventative Maintenance and repair services • Ensure service requests are acted on in a timely manner • Respond to customer requests and inquiries • Recommend vendors and administrate procurement functions • Report and supervise 3rd party delivery and costs • Development of customer relationships • Handle customer feedback and communication • Lead schedules with 3rd party service providers

• Administer a block of Defined Contribution Plans (80-120) • Responsible for the output of data within the annual valuation reports for each client • Reviews or performs, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g) • Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing • Provide superior customer service to client and referral partner • Solve problems with attention to detail within standardized response times • Provides effective and timely verbal and written communications in a clear, concise and informative written manner via email or phone/voice mail messages. • Assists the clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan • Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study, company-sponsored training sessions or Industry accreditation programs, i.e. ASPPA or NIPA • Reviews distributions with L&D team • Reviews loans with L&D team • Assists auditors for “Large Plans” if a plan is subject to an audit • Assists IRS and DOL auditors, if the plan is subject to an IRS or DOL audit • Coordinate with all applicable parties, both internal and external, to ensure proper communication with client and referral partners. • Responsible for protecting, securing, and proper handling of all confidential data held by BEI to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to BEI or our clients. • Provide training for Junior Administrators as needed • Serves as technical resource for other Administrators, Consultants and Assistants

• Collaborate with stakeholders to understand project requirements and objectives related to Zuora Subscription Billing • Provide front-line support with regard to all aspects of business-facing applications and troubleshooting to diagnose, isolate, and resolve issues • Design, implement, and maintain configurations and customizations of Zuora applications to meet the evolving needs of the business team • Serve as internal SME and provide guidance on best practices, using domain knowledge and prior experience • Drive optimal solutions and demonstrate proactive initiative by identifying potential areas of improvement and proposing projects aimed at optimizing business operations • Maintain proper system access for user roles ensuring compliance with the segregation of duties • Responsible for the change management and release process of Zuora Billing • Maintain up-to-date knowledge of system functionality, customization, and integration

• Build, modify, and document ResWare action workflows based on state, county, and client requirements. • Create, manage, and maintain ResWare action lists and document templates. • Work closely with IT professionals to maintain and optimize system performance. • Collaborate with third-party vendors and support teams (including Qualia as needed). • Train and support internal staff to ensure accurate and efficient use of ResWare. • Configure new clients and product types within the system. • Develop and maintain custom integrations and XML document mapping. • Manage internal and external portal access, permissions, and role rights. • Map title premiums, underwriting documents, and rate structures. • Troubleshoot technical issues and escalate when necessary. • Support pre-sales demonstrations and assist in project scoping and proposal development. • Create and manage project plans to ensure timely, successful implementations. • Coordinate cross-department activities to ensure smooth deployments and knowledge sharing.