Offer summary

Qualifications:

Bachelor's degree in a business-related field or equivalent experience., Five years of conversion experience or relevant background., Proficient in Microsoft Office applications, including Outlook, Excel, and Word., Strong communication skills and ability to interpret complex documents..

Key responsabilities:

Coordinate the conversion process from external providers to EPIC RPS.

Facilitate ongoing communication and status updates throughout the conversion.

Create customized communications and coordinate with internal teams for data collection.

Conduct plan hand-off meetings and assist in planning conversion business objectives.

Job description

Pay Range: $64,367.00 - $94,394.00

Coordinate a plan's conversion from an external providers to EPIC RPS by managing the interactions with outside firms, sales team and internal teams to manage the necessary tasks to meet the agreed upon timeline to satisfy client expectations.

Education and Experience:

Bachelor's degree in business related field and five (5) years of conversion experience; or equivalent combination of education and experience

Skills and Abilities:

Ability to read and interpret documents such as procedure adoption agreements, census data and documents provided by prior providers.
Ability to speak effectively with groups of employees throughout the firm.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Must have working knowledge of Microsoft Office applications including Outlook, Excel and Word.
Ability to handle multiple tasks, work independently and meet daily deadlines.

Tasks Performed:

50% Facilitates ongoing communication throughout conversion process such as weekly status calls, verification of blackout/liquidation period, plan conversion timeline, etc.
20% Creates customized communications term letters, blackout notices, and participant communications to review with client and conducts call with previous record keeper to discuss timeline of conversion, contents of conversion files and expectations. Coordinates the collection of key conversion details into the conversion data form, coordinates enrollment books creation with internal EPIC RPS Teams, billing and data capture and payroll file format. Creates forms to be placed on the plan's website to be used by the client/Plan Sponsor/Plan Participants.
15% Coordinates with Sales Team to discuss desired plan conversion expectations and conversion strategy. Enters the New Plan Conversion Request into the conversion queue and works with the Conversion Manager to assign the appropriate Conversion Specialist to coordinate conversion data related work.
5% Conducts the plan hand-off meeting with the designated Service Team member once the conversion process has been completed.
5% Involved in planning long-term or short-term conversion business objectives. Authority to formulate, affect, interpret, or implement management policies or operating practices in the best interests of EPIC RPS and our partners which is inclusive of making conversion related decisions as needed. Must be able to negotiate best practices in the best interest of both Client and EPIC RPS.
5% Perform other duties as assigned.

Physical Requirements:

Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees:

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Required profile