Buck - Wealth, Associate-Benefit Administration

Location: Fort Wayne / IN

Job type

Employment type: Full-Time

Pay: Competitive/year

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Job description

Req#: BUCKW01638

Associate - Benefit Administration, Wealth Practice - Fort Wayne, Indiana


At Buck, we’re focused on helping our clients create a culture of well-being, centered around the evolution of each person’s health, wealth, and career. Our creative digital, consulting, and tech-enabled administration solutions are empowering the world’s most forward-thinking companies to embrace the new social contract, re-energize their workforce, and embrace an analytics-led talent marketplace in ways that improve how their people work and live.  

Leveraging strong client relationships with key decision makers, our teams deliver exceptional results that confidently push the envelope with unexpected solutions to help our clients accomplish their objectives faster and keep them ahead of the curve. Not surprisingly, we embrace inventive thinkers who make original contributions to the team. We put people first — our people and our clients’ people, and our inclusive and welcoming culture celebrates diversity and individuality.

Being You

Buck believes diversity and inclusion are at the center of the social contract we have with all of our colleagues, candidates, alumni, clients, communities and partners. We strive to foster cross-cultural understanding while celebrating diverse thoughts, ideas, and backgrounds of our own colleagues, ensuring that we are free to create value, deliver superior outcomes, and develop innovative solutions to our clients, peers, and the communities in which we live and serve.  We are committed to sustaining an inclusive atmosphere, welcoming excellence, innovation, and creativity through inclusive leaders, colleagues, and opportunities so that everyone has the same chance at success.

The Associate Works on a variety of client service projects under the supervision of more experienced consultants and with appropriate client contact.  These services include benefit calculations, phone center contact, payment processing, and special projects, all at the level appropriate to the individual’s knowledge and experience.  The primary focus at the Associate level is to “Do” the work efficiently and effectively, with an eye towards improving processes.

Key Job Responsibilities/Duties

  • Handles the preparation of benefit calculations. Includes receiving and reviewing data to ensure accuracy for benefit quote.
  • Has email and telephone contact with clients on data and administrative matters.
  • Responsible for participant interaction on assigned call centers, including documentation of call and professional communication.
  • Prepares calculation and deliverable of benefit quotes and letters.
  • Prepares employee benefit statements.
  • Assists in the preparation of letters for missing information to ensure proper document for payments.
  • Works directly with Trustee to process payments.
  • Logs quotes/deliverables and scans all participant communication in compliance with record retention policy.
  • Special projects or assignments as instructed by your supervisor/manager.
  • Needs to properly handle data securely and encrypt electronic deliveries as required.
  • Assist Account Executive in providing timely reports of number of calls/calculations and other needed billing information.

The qualified candidate must have:

  • An undergraduate bachelor’s degree
  • Excellent verbal and written communication skills.
  • Strong call center skills, including multi-tasking.
  • Ability to grasp and familiarize oneself with benefit/pension terms and concepts quickly.
  • Strong math and computer skills; proficiency in Word, Excel or applicable software applications.
  • Strong organizational skills/time management.
  • Ability to work collaboratively on a client team while also independently completing assigned tasks.
  • Exhibits true ownership and pride in work product.
  • Offers fresh ideas to tried-and-true approaches, while also learning when to accept direction.
  • Retains information well.
  • Asks insightful questions and applies knowledge to future situations.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

 At Buck, we’re exclusively focused on helping our clients and their people succeed together. By this, we mean we’re partnering with some of the world's most forward-thinking companies to re-envision and re-design the way that employees work and live. And we’re doing this by finding the right combination of consulting, outsourcing, and technology solutions to help our clients realize the best organizational performance for their businesses while driving positive health, wealth, and career outcomes for their people.  

By submitting your interest in this job, you agree to receive text notifications with additional steps to complete your job application. You will receive up to 6 messages from the number "63879". Message & data rates may apply. Please refer to our privacy policy for more information.

About company

With changing dynamics in healthcare, retirement, and talent, people think about work in very different ways. Today, your employees expect you to invest in their growth and their financial security in flexible and more personalized ways. At Buck, we’re working to redefine the social contract, or two-way relationship, between you and your employees, to not only accommodate shifting expectations, but to stay ahead of them. We partner with forward-thinking organizations to re-envision the role of the employer and re-design how employees work and live.
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