PROFIT Plan Claims Processing Specialist, Retirement - Lakeland
Publix
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
Soft Skills
Full Job Description
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.
- 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
- 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.
- 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





