Publix
Write a Review|3.8|
Publix logo

Publix hiring PROFIT Plan Claims Processing Specialist, Retirement - Lakeland, Lakeland, Florida

PROFIT Plan Claims Processing Specialist, Retirement - Lakeland

Publix

Lakeland, Florida
Posted 1 weeks ago
8:30 am - 4:30 pm, Monday - Friday

Qualifications

Education

High School Diploma or equivalent experience

Responsibilities

Primary Duties

  • Analyzing and processing PROFIT Plan distributions and withdrawals
  • Being a Subject Matter Expert (SME) for the Retirement business area
  • Processing beneficiary claims for PROFIT Plan distributions
  • Providing premier customer service to lobby visitors who are contemplating retirement and/or needing assistance and guidance about available distributions or withdrawals under the PROFIT Plan
  • Providing assistance to internal and external callers and as a backup to the Customer Service Agents during peak call volumes
  • Participating in continuous improvement efforts and other department projects as assigned

Experience Requirements

Required

2 years customer service experience

2 years of experience

Benefits & Perks

Benefits Package

  • Employee stock ownership plan that contributes Publix stock to associates each year at no cost
  • An opportunity to purchase additional shares of our privately-held stock
  • 401(k) retirement savings plan
  • Group health, dental and vision plans
  • Paid Time Off
  • Paid Parental Leave
  • Short- and long-term disability insurance
  • Tuition reimbursement
  • Free hot lunches (buffet-style) at facilities with a cafeteria

Required Skills

Technical Skills

Knowledge of Microsoft ExcelKnowledge of Microsoft WordKnowledge of Microsoft AccessKnowledge of Continuous Quality Improvement (CQI) methodologyTechnical skills

Soft Skills

Ability to be customer service-focused and maintain a positive attitudeStrong verbal and written communication skills, including interpersonal skillsAnalytical skills with attention to detailAbility to multi-taskEmpathetic listening skillsProfessional telephone etiquetteAbility to handle conflictStrong organizational and time management skillsTeamwork skillsSound decision making skillsProblem mitigation/resolution skillsAbility to work independently and take initiative to complete tasksAbility to respond to associates with high degree of discretion and demonstrate a high level of maturity and tactWillingness to be flexible

Full Job Description

Profit Plan Claims Processing Specialist, Retirement - Lakeland

Analyzing and processing PROFIT Plan distributions and withdrawals.
Being a Subject Matter Expert (SME) for the Retirement business area.
Processing beneficiary claims for PROFIT Plan distributions.
Providing premier customer service to lobby visitors who are contemplating retirement and/or needing assistance and guidance about available distributions or withdrawals under the PROFIT Plan.
Providing assistance to internal and external callers and as a backup to the Customer Service Agents during peak call volumes.
Participating in continuous improvement efforts and other department projects as assigned.

Required Qualifications
  • High School Diploma or equivalent experience
  • 2 years customer service experience
  • Knowledge of Microsoft Excel, Word and Access
  • Knowledge of Continuous Quality Improvement (CQI) methodology
  • Ability to be customer service-focused and maintain a positive attitude
  • Strong verbal and written communication skills, including interpersonal skills
  • Analytical skills with attention to detail
  • Ability to multi-task
  • Empathetic listening skills
  • Professional telephone etiquette
  • Ability to handle conflict
  • Strong organizational and time management skills
  • Teamwork skills
  • Sound decision making skills
  • Problem mitigation/resolution skills
  • Ability to work independently and take initiative to complete tasks
  • Ability to respond to associates with high degree of discretion and demonstrate a high level of maturity and tact
  • Technical skills
  • Willingness to be flexible
Preferred Qualifications
  • Associate's Degree in Business
  • Knowledge of the SAP-based HR/Benefits/Payroll System, Stock Management System, READ, Retirement System
  • 2 years retirement related experience and 2 years of claims processing experience, or 4 years customer service experience in retirement related field
  • Knowledge of the Publix retirement and stock plans, including but not limited to, ensuring administrative policies and procedures are followed and processes are completed timely in compliance with plan documents, and regulations issued by the US Department of Labor (DOL) for the Employee Retirement Income Security Act (ERISA), the US Internal Revenue Service (IRS) and Securities and Exchange Commission (SEC)
  • Knowledge of Publix culture, history and philosophy
  • Knowledge and understanding of Publix and department procedures
  • Knowledge of external and internal department processes
  • Knowledge of Publix organizational structure

Hours of Work: 8:30 am - 4:30 pm, Monday - Friday
Frequency of Pay: Weekly
Minimum Base Pay: $20.05
Maximum Base Pay: $27.65
Potential Annual Base Pay: $41,704 - $57,512
Year End Bonus: To reward associates for their contributions to the company for the calendar year, Publix provides a Holiday Bonus in November. In the first year of continuous employment the bonus is equal to 15 hours of pay, and in the second year of continuous employment the bonus is equal to one week's pay if associate remains employed through issue date of the bonus check. In subsequent years, the bonus is equal to two weeks' pay.

Benefits Information
  • Employee stock ownership plan that contributes Publix stock to associates each year at no cost
  • An opportunity to purchase additional shares of our privately-held stock
  • 401(k) retirement savings plan
  • Group health, dental and vision plans
  • Paid Time Off
  • Paid Parental Leave
  • Short- and long-term disability insurance
  • Tuition reimbursement
  • Free hot lunches (buffet-style) at facilities with a cafeteria

Address: 3300 Publix Corporate Parkway
City: Lakeland
State: Florida
Zip Code: 33811-3311

Please be sure to monitor your email, including your spam folder, daily for communications you may receive during the recruiting and selection process for this position. Please do not use your Publix email address when applying. Once your application has been successfully submitted you will receive a confirmation email. For this position, Publix does not and will not file a petition or application with the USCIS or Department of State on behalf of any noncitizen for any immigration-related benefit to work and/or to continue to work in the United States, e.g., an H-1B or TN petition or permanent residence.

Facility: Lak Publix Corporate Office B003

How to Apply

Share This Job