Position Summary The Account Manager executes relationship management activities for assigned client(s) in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Manages all aspects of the client relationship with assigned client(s). Executes defined account strategy to develop a value-based relationship with assigned client(s). Sets and manages client expectations and account related activities such as identifying and developing additional service opportunities and coordinating delivery of ZAS services. Understands and remains current on account strategy and specific needs of assigned client(s). Partners with Operations, Accounting, and IT teams to ensure operational effectiveness in dealing with critical client issues. Reviews and approves client...

Title:   Retirement Benefits Specialist, Sr   Department:   Pension Union:   UFCW 3000 Bothell   Grade:   8 FLSA:   Non-exempt   Hours per week:   40 Position   Summary The Retirement Benefits Specialist, Sr performs advanced technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions. Responds to inquiries from participants, beneficiaries, and union representatives regarding retirement benefits. Determines...

Title: Director, Client Relationship Department: Client Services Bargaining Unit: NBU Grade: N/A Position Type: Exempt Hours per Week: 40   Position Summary The Director, Client Relationship directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and regulatory requirements. The Director, Client Relationship acts in a mentorship role to their BOB's assigned team. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Manages all aspects of the client relationship and account management activities of the assigned client(s) to retain and strengthen client relationships. Directs the execution of a defined account strategy, remaining abreast of the specific needs of each assigned client, to develop a value-based client...

Position Summary The Senior Vice President (SVP), Sales is responsible for developing, leading, and executing the sales strategy for our Taft-Hartley Third-Party Administration (TPA) business. This executive will oversee all facets of new business development, lead generation, client acquisition, and strategic partnerships within the multiemployer benefits and union trust fund market. In collaboration with marketing, the SVP will ensure alignment of brand visibility, thought leadership, and demand generation initiatives with the organization's overall sales growth objectives. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Sales & Market Development Develop and execute a comprehensive, multi-year sales and market development strategy aligned with the organization’s growth objectives. Identify, prioritize, and actively...

Title:   Client Relationship Manager   Department:   Client Services Bargaining Unit:   NBU   Grade:   N/A FLSA:   Exempt   Hours per week:   40   Position   Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client. Facilitates client meetings, including minute-taking and recording key actions from board...

Position Summary The Client Relationship Director directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and regulatory requirements. The Director, Client Relationship acts in a mentorship role to their BOB’s assigned team. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Manages all aspects of the client relationship and account management activities of the assigned client(s) to retain and strengthen client relationships. Directs the execution of a defined account strategy, remaining abreast of the specific needs of each assigned client, to develop a value-based client relationship. Sets and manages client expectations and account-related activities such as identifying and developing additional service opportunities and coordinating the delivery of ZAS...

Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client.  Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client...

Title: Sr. Records Clerk                                Department: Claims Union: OPEIU 29                  Grade: 15 Position Summary The Sr. Records Clerk maintains clerical queues and mailboxes related to eligibility and correspondence and ensures workflows are handled within assigned guidelines. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Maintains member and dependent files in appropriate system; reviews and enters information relative to the support of the operations staff  Generates and releases forms and letters as required. Performs clerical duties which may include preparing enrollment packets, processing mail, copying, faxing, scanning, or filing. Provides general office support as assigned by leadership Performs other duties as assigned. Minimum Qualifications High school diploma or GED. One year...

Position Summary The Manager, Pension manages daily operations of multiple teams in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Provides daily leadership and supervision to team consistent with management values and mission . Assigns, distributes, and monitors quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements. Develops staff through performance management, goal setting, training, and effective employee relations. Communicates and implements changes in policies, procedures, and Plan guidelines. Ensures applicable training is delivered to support operational execution. Oversees the processing of retirement benefit applications, calculations, and payments in...

Title: Customer Service Claims Processor                                 Department: Customer Service Union: OPEIU 29                                                                               Grade: 17 Position Summary The Customer Service Claims Processor is focused on providing customer service via call handling to participants, beneficiaries, union locals and providers regarding eligibility, benefits and claims status in conjunction with claims processing as business needs dictate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Provides written, verbal or face-to-face customer service to members by responding to and documenting telephone and written inquiries in accordance with various Plan(s) benefits. Resolves customer inquiries and complaints in a timely and accurate manner. Escalates issues as appropriate. Processes routine...

Title: Customer Service Claims Processor                                 Department: Customer Service Union: OPEIU 29                                                                               Grade: 17 Position Summary The Customer Service Claims Processor is focused on providing customer service via call handling to participants, beneficiaries, union locals and providers regarding eligibility, benefits and claims status in conjunction with claims processing as business needs dictate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Provides written, verbal or face-to-face customer service to members by responding to and documenting telephone and written inquiries in accordance with various Plan(s) benefits. Resolves customer inquiries and complaints in a timely and accurate manner. Escalates issues as appropriate....

Position Summary The Field Auditor travels within assigned territory to employers’ sites of ZAS clients to conduct comprehensive auditing of employers’ financial and payroll systems and  associated records to determine the accuracy of reporting and payment of fringe benefit contributions.   "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Reviews assigned plans to determine parameter of audit required. Communicates with employer to schedule and obtain records to conduct audit. Reviews payroll registers, individual earnings records, unemployment tax returns, and federal and state tax returns, including forms 941, 1096, 1099, W-2, and W-3. Tests employer reporting to ensure contributions are collected for any non-reported participants and assessments and credits are issued for misreported participants. Determines if scope of audit must be...

Position Summary The Director, Client Relationship directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and regulatory requirements. The Director, Client Relationship acts in a mentorship role to their BOB’s assigned team. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Manages all aspects of the client relationship and account management activities of the assigned client(s) to retain and strengthen client relationships. Directs the execution of a defined account strategy, remaining abreast of the specific needs of each assigned client, to develop a value-based client relationship. Sets and manages client expectations and account-related activities such as identifying and developing additional service opportunities and coordinating the delivery of ZAS...

Title:  Customer Care Advocate  Department:  Customer Care Union:  Teamsters 853  Grade:  3 FLSA:  Non-exempt  Hours per week:  40 Position Summary The Customer Care Advocate provides customer service to participants, beneficiaries, union locals, and providers regarding eligibility, benefits, and claims status. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Maintains current knowledge of assigned Plan(s) and effectively applies knowledge in all job functions. Provides written, verbal, or face-to-face customer service by responding to and documenting telephone and written inquiries in accordance with various Plan(s) benefits. Updates files, including documenting system notes of conversations or action taken. Performs tasks associated with the administration of retirement and health and welfare benefits such as; Processing and/or...

Title:   Retirement Benefits Processor   Department:   Pension Position Type:   Non-Exempt   Hours per Week:   40 Position   Summary The Retirement Benefits Processor performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions. Responds to inquiries from participants, beneficiaries, and union representatives regarding retirement benefits. Determines benefit eligibility and requests necessary documentation from...

Title: Receptionist                                 Department: Technical Operations Union: Teamsters 853                          Grade: 1 Position Summary The Receptionist ensures every visitor or phone call is directed to the appropriate staff member in the assigned office.   "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Answers and efficiently routes incoming calls accordingly. Documents and distributes messages as necessary. Greets visitors to the reception area and contacts appropriate staff to assist. Maintains lobby and reception area in an organized and professional manner. Performs clerical duties such as filing and preparing documents for mailing as needed. Performs other duties as assigned. Minimum Qualifications High school diploma or GED. Six months of experience working in a receptionist or...

Position Summary The Manager, Retirement Benefits manages daily operations of multiple Retirement Benefits teams in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Provides daily leadership and supervision to team consistent with management values and mission. Assigns, distributes, and monitors quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements. Develops staff through performance management, goal setting, training, and effective employee relations. Communicates and implements changes in policies, procedures, and Plan guidelines. Ensures applicable training is delivered to support operational execution. Oversees the processing of retirement benefit applications,...

Title: Claims Processor Department: Claims Bargaining Unit: UFCW 555 Grade: 3 Position Type: Non-exempt Hours per Week: 40 Position Summary The Claims Processor provides customer service and processes routine health and welfare claims on assigned accounts according to plan guidelines and adhering to Company policies and regulatory requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Maintains current knowledge of assigned Plan(s) and effectively applies that knowledge in the payment of claims. Processes routine claims which could include medical, dental, vision, prescription, death, Life and AD&D, Workers' Compensation, or disability. May provide customer service by responding to and documenting telephone, written, electronic, or in-person inquiries. Performs other duties as assigned. Minimum...

Title: A/R Processor 1                                 Department: Contribution Accounting Union: OPEIU 12                                            Grade: 25 Position Summary The Accounts Receivable Processor provides account reconciliation and resolves customer inquiries for assigned Trusts ensuring compliance with associated plans and company guidelines.   "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Handles customer inquiries via telephone, electronic modes, and in-person for billing questions to stakeholders such as employers, providers, auditors, or client representatives. Processes COBRA payments, self-pay payments, refund requests, and cash receipts. Receives and processes new employer contracts. Maintains and updates existing contracts. Prepares and processes incoming and outgoing contribution reports; reconciles...

Title: Claims Processor Department: Claims Bargaining Unit: UFCW 555 Grade: 3 Position Type: Non-exempt Hours per Week: 40 Position Summary The Claims Processor provides customer service and processes routine health and welfare claims on assigned accounts according to plan guidelines and adhering to Company policies and regulatory requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Maintains current knowledge of assigned Plan(s) and effectively applies that knowledge in the payment of claims. Processes routine claims which could include medical, dental, vision, prescription, death, Life and AD&D, Workers' Compensation, or disability. May provide customer service by responding to and documenting telephone, written, electronic, or in-person inquiries. Performs other duties as assigned. Minimum...