Silver Consultant Location: Greensboro United States Full time Full time Job Description: Add to favorites View favorites FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industrys largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Management of TPA and direct client relationships focusing on Silver service model Cash Balance plans to foster strong client retention and create raving fan clients. Manage and negotiate workflow of client projects ensuring client expectations are effectively established and met. Section 2: Job Functions, Essential Duties and Responsibilities - Manage a book of business as defined in the annual goals. - Request and follow-up data, trust, documents, and other information needed to complete our work in a timely fashion and minimize rushes. - Assign appropriate tasks in Workflow and manage due dates with clients and specialists. - Monitor Workflow reports for routine follow up tasks. - Work with assigned Specialists to ensure Normal Recurring Services is completed within our service standards. - Work with assigned Specialists to ensure Other Services are completed by agreed upon due date with client. - Provide answers and solutions to problems Specialists encounter. - Ensure all client phone calls and emails are responded to within the same business day but no later than 24 business hours. - Build strong relationships with each client and TPA and ensure needs are being met. - Manage changes of client needs and expectations and changes taking place within clients firm. - Be the main contact for our clients, advisors, CPAs and attorneys who are involved with the plans for strategic plan issues. - Be the first to be contacted by a client when they have consulting/strategic issues regarding the plans. - Identify and define clients problems. Listen for issues that client is facing and find appropriate solutions for them. - Achieve above 9+ average ratings on client survey forms. Maintain a good relationship with each client. - Draft client communication materials including email templates and client memos. - Seek out value add occasions by looking for opportunities to provide additional services to clients and bill for those services. - Prepare Client Authorization Forms for additional special service projects. - Prepare and send client communications regarding events or issues, including changes in the law and regulations that may affect their plans - Enter consulting time in time keeping system daily. - Ensure client service agreements are up-to-date. - Complete billing by processing assigned invoicing within 5 business days of receipt from Accounting. - Communicate and resolve billing issues with senior management. - Collect outstanding invoices by working with Accounting. Monitor the Aging report and follow up when talking with the client and outstanding invoices. Ideal days-sales-outstanding (DSO) is less than 35 days. - Attend appropriate training sessions to stay abreast of current pension law and retirement industry practices. - Keep current on all aspects of retirement plan consulting by reading circulated emails and papers on technical/investment issues. - Provide back up to other teams as assigned. - Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. - Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. - Assist with other tasks and projects as assigned Supervision Reports to Director, Client Development Section 3: Experience, Skills, Knowledge Requirements EXPERIENCE NEEDED - Minimum five years of experience in the retirement plan industry. - Excellent understanding of plan administration, compliance testing and pension law. SKILLS AND REQUIREMENTS - Ability to work independently and be comfortable making decisions on client issues - Good business sense to understand clients business needs - Excellent verbal and written communication skills, including the ability to communicate technical ideas - Strong computer skills (Windows, Word, Excel) - Detail-oriented and accurate - Self-starter who will take responsibility for completing tasks in a timely fashion - Ability to juggle multiple tasks and prioritize - Commitment to ongoing retirement industry related education - Team player with a positive, friendly attitude and a strong desire to grow with the firm - Strong administrative and organizational skills - Professional phone manner and excellent interpersonal skills PHYSICAL DEMANDS - Must be able to sit for long periods (at least 8 hours per day). - Must be able to work on a computer at least 8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse). - Able to use computer and talk on telephone at the same time. EDUCATION/TRAINING NEEDED - B.A./B.S. preferred - Working towards ASPPA or EA designations preferred. We are proud to be an Equal Opportunity Employer

Quality Consultant Location: Lincoln United States Requisition number: 2357219 Job category: Technology Overtime status: Exempt Travel: No Remote Job Description: Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. Proceed Finance, part of the Optum family of businesses, is a Nebraska-based financial technology company and a leader in patient financing. We help make life-changing medical and dental treatments more accessible by delivering innovative, transparent financing solutions that improve affordability and simplify the patient financial experience. At Proceed Finance, you'll join a collaborative, mission-driven team focused on creating meaningful impact for patients, providers, and partners-bringing care and financial solutions together in smarter, more connected ways. Primary Responsibilities: - Execute User Acceptance Testing (UAT) for system enhancements, new features, and configuration changes prior to production release - Validate system functionality against documented business requirements, acceptance criteria, and credit policy guidelines - Create and execute detailed test plans, test cases, and test scripts, including positive, negative, and edge case scenarios - Test and validate credit and underwriting configurations, such as policy rules, score thresholds, pricing, tiering, and eligibility logic - Confirm underwriting outcomes align with approved business intent and policy documentation - Identify, document, and track defects or configuration issues, clearly outlining reproduction steps and expected vs actual results - Partner with Engineering and Product teams to support defect triage, retesting, and regression testing - Verify defect resolution prior to final UAT approval and production deployment - Serve as a liaison between business stakeholders (Credit, Operations, Compliance) and technical teams during testing cycles - Provide clear testing updates, defect summaries, and UAT feedback to stakeholders - Contribute to the ongoing improvement of testing processes, documentation, and standards - Support audit, compliance, or validation inquiries by providing testing evidence and system behavior documentation You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. #OptumInsightPJ Required Qualifications: - 2+ years of hands on experience executing User Acceptance Testing (UAT), Quality Assurance, or Business Systems Testing for production systems - 2+ years of experience testing credit, underwriting, or financial decisioning platforms, including configuration driven logic - Demonstrated experience translating documented business requirements and acceptance criteria into executable test plans, test cases, and validation scenarios - Experience operating within regulated financial services environments, with awareness of compliance, audit, or validation requirements - Experience testing configuration driven or rules based decisioning engines (e.g., eligibility rules, score thresholds, pricing logic) - Exposure to Agile or hybrid SDLC methodologies, including sprint based development and release cycles - Working knowledge of credit policy, underwriting workflows, or loan origination systems - Proven ability to identify, document, and track defects, including reproduction steps, expected vs actual results, and impact assessment - Proven track record of executing detailed testing with a high degree of accuracy, ensuring alignment between system behavior, business intent, and policy rules - Proven ability to manage multiple concurrent testing efforts while meeting release timelines and quality standards - Willing or ability to work onsite 5 days a week in Lincoln, NE location Preferred Qualifications: - Experience supporting testing efforts within consumer or commercial lending environments - Exposure to analytical or reporting tools such as SQL, Power BI, SAS, or R to support validation efforts *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Role Description We are seeking a highly organized and detail-oriented individual to join our team as a Travel Itinerary Planner. As a Itinerary Planner, you will play a vital role in ensuring our customers have an exceptional travel experience. You will be responsible for creating and managing travel itineraries for our clients, making sure every detail is carefully planned out and executed flawlessly. This role requires excellent communication skills, the ability to work under pressure, and a passion for providing exceptional customer service. - Collaborate with clients to understand their travel preferences and requirements - Research and book flights, accommodations, transportation, and other travel-related services - Create customized itineraries based on client preferences and budget constraints - Coordinate with travel suppliers and service providers to secure bookings - Ensure all necessary travel documents and visas are obtained prior to departure - Communicate travel itineraries to clients and provide assistance with any changes or updates - Monitor travel trends and updates in the industry to provide up-to-date information to clients - Provide exceptional customer service and promptly resolve any travel-related issues Qualifications - Proven experience as a Travel Coordinator or similar role; preferred - Strong knowledge of travel booking systems and online travel agencies - Excellent communication and interpersonal skills - Exceptional attention to detail and strong organizational skills - Ability to work effectively in a fast-paced and deadline-driven environment - Proficiency in computer skills and systems - Strong problem-solving abilities and the ability to remain calm under pressure - Knowledge of different cultures, customs, and travel destinations Benefits - Travel Perks - Flexible Schedule

Role Description Do you enjoy assisting people, coordinating details, and helping create smooth experiences? We are seeking enthusiastic individuals to join our growing remote team as an Experience Support Consultant. In this role, you'll help clients navigate various stages of their experience by providing guidance, answering questions, and ensuring important details are managed efficiently. This opportunity is ideal for individuals who are organized, people-focused, and excited to build valuable skills in a flexible remote environment. - Assist clients with questions, requests, and general support needs - Help coordinate activities, schedules, and experience-related arrangements - Provide accurate information and recommendations based on client preferences - Communicate confirmations, updates, reminders, and important details - Monitor ongoing requests and help ensure timely completion of action items - Support clients with adjustments, modifications, and special accommodations - Maintain organized records and documentation using company systems - Assist with administrative tasks that contribute to a positive client experience - Collaborate with team members to support service excellence - Participate in company training and professional development programs Qualifications - Strong communication and relationship-building skills - Excellent organizational and multitasking abilities - Positive, customer-focused mindset - Comfortable working with online systems and digital communication tools - Strong attention to detail and problem-solving skills - Ability to work independently and manage responsibilities effectively - Reliable internet connection and basic computer proficiency - Must be at least 18 years of age - Must be legally authorized to work and reside in the United States, United Kingdom, Mexico, Australia, or Spain and many other approved regions Benefits - Fully remote opportunity - Flexible scheduling options - No prior industry experience required - Comprehensive onboarding program - Ongoing coaching and mentorship - Professional growth and advancement opportunities - Performance-based bonuses and recognition - Access to travel-related discounts and perks - Supportive and team-oriented culture