Position Summary The Manager, Payroll Audit, Training & Resource leads the field auditing, staff training, and client implementation functions within the Client Fund Accounting National Operations team. Reporting to the Director, CFA National Operations & Internal Controls, this role manages a team of Business Systems Analysts (BSAs), field auditors, and an implementation manager, ensuring that employer contribution audits are conducted effectively, new clients are onboarded successfully, and CFA staff across the organization receive the training and resources needed to operate at a high standard. "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 Business Systems Analysts (BSAs), field auditors, and the implementation manager, consistent with Company values and mission. Assigns,...

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 Maintains current knowledge of assigned Plan(s). 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, directly or indirectly, regarding retirement benefits. Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite processing....

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...

Position Summary The Client Services Coordinator provides administrative and account management support to the Client Services team for retention initiatives 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 Participates in client events, member outreach, and educational efforts; plans, organizes, and attends events in support of strengthening client relationships and driving member engagement and usage of benefits. Creates marketing and informational materials for distribution to members, clients, and employers. Provides account management support by conducting research needed for issue resolution. Provides administrative support to the Client Services team; creates documents, reports, and presentations; performs filing, editing, copying, or collating as...

Position Summary The Requirements Analyst collaborates with project stakeholders to identify operational and application requirements for the system's usual functions and error-handling requirements while prioritizing and documenting these system requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Identify, define and document detailed business requirements from project stakeholders. Conduct needs assessment where appropriate by collecting information pertaining to work procedures, workflows, reports, and other business needs. Translate multiple perspectives into a requirements specification and communicates with project stakeholders regarding test results and changes to the end-product requirements. Conduct analysis and determine client operational objectives by studying business functions, gathering information, and...

Position Summary The Retirement Benefits Technician provides administrative support associated with participant and Fund data 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 Runs various reports from retirement record keeping systems. Reviews and verifies data from multiple sources to ensure completeness. Researches missing or incorrect information. Enters updates to participant information into appropriate system. Communicates with participants, external fund professionals, or employer contacts as needed. Monitors monthly death notification file. Reviews and verifies information. Makes corrections as needed and updates participant information in appropriate system. Reviews uncashed check reports. Researches instances of unresolved checks or...

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 Maintains current knowledge of assigned Plan(s). 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 unions, employers, and the Social Security Administration to expedite processing. Initiates and...

Title: Eligibility & Enrollment Processor               Department: Technical Operations Union: UFCW 1546 Colorado                                  Grade: 21 Position Summary The Eligibility & Enrollment Processor supports enrollment operations by maintaining accurate member records and assisting with enrollment-related processes and inquiries. This role helps ensure enrollment information is processed accurately and that members and stakeholders receive timely support and documentation related to coverage and benefits. The position contributes to the efficient administration of enrollment activities and supports coordination with internal teams and external partners. "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...

Title: Bookkeeper                              Department: Trust Accounting Union: UFCW 555                              Grade: 3 Position Summary The Bookkeeper provides financial accounting for assigned Client(s) and Trust Fund(s) 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 Balances FICA, federal withholding, and payroll taxes; makes appropriate deposits. Reconciles checking, savings, and investments accounts. Posts journal entries to general ledger. Prepares and distributes Trust financial statements and statistics. Assists in the preparation of 941 and 945 forms. Ensures accounting files are current and in good order. Reviews vendor invoices for accuracy and reasonableness. Makes daily/weekly money transfers as needed. Prepares and...

Title: Customer Care Advocate                                 Department: Customer Service Union: OPEIU 29                                                           Grade: 16 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...

Title: Business Systems Analyst Department: Platform: Claims Position Type: Exempt Hours per Week: 40 Position Summary Writes requirements for minor software development items and performs testing, in accordance with Company guidelines, client needs and legislative requirements. " Position requires access to Personally Identifiable Information and/or Personal Health Information to complete job requirements." Key Duties and Responsibilities Analyzes programming changes and/or system enhancements to existing programs; tests and verifies the accuracy of program changes. Develops system changes using RPGLE and SQL. Provides onsite infrastructure support including configuration and deployment of PCs and related software and administration of servers Tests programming changes due to bug fixes, enhancements, development, and version upgrades. Collaborates with programmers to drive quality output. Analyzes data files and...

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...

Position Summary Serve as the technical liaison for Retirement Benefits Operations and Technical Operations with programmers, vendors and operations. Collect and analyze data to ensure accurate and effective administration. Write requirements, maintain documentation, perform testing, prepare reporting, and maintain excellent relationships internally and externally in accordance with Company mission, guidelines, client needs and legislative requirements. “ Position requires access to Personally Identifiable Information and/or Personal Health Information to complete job requirements.”   Key Duties and Responsibilities Analyzes programming changes and/or system enhancements to existing programs; tests and verify the accuracy of program changes. Tests programming changes due to bug fixes, enhancements, development, and version upgrades. Collaborates with programmers, operations, and external vendors to drive quality output through understanding and...

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...

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...

Position Summary The Claims Technical Review Specialist provides advanced technical review of all types of claims 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 Performs technical review and analysis of all types of claims, including large dollar and technically complex claims, to ensure accuracy and adherence to prescribed procedures and plan guidelines. Coordinates appeals through research and documentation; generates denial or approval letters. Coordinates predetermination reviews and performs analysis to determine benefit allowance and benefit category on all types of claims. Perform all functions of Third-Party Recovery (TPR); communicates with members, dependents, insurance companies, providers, and attorney offices throughout the process....

Title: Customer Care Advocate                              Department: Customer Service Union: UFCW 3000 Bothell                                       Grade: 7 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...

Position Summary The Benefits Billing & Operations Analyst is responsible for the strategic administration and oversight of benefit billing operations for multiple Taft-Hartley trust funds and employee benefit plans. This position serves as the operational owner of benefit billing data integrity by independently analyzing complex billing, eligibility, and financial reconciliation issues; leading routine and ad hoc audits; identifying operational and financial risks; and implementing corrective actions. The role is responsible for establishing and maintaining effective internal controls, ensuring the accuracy of participant eligibility, employer contributions, premium billing, and trust fund financial transactions while collaborating with internal leadership, trustees, vendors, auditors, and legal counsel to support the effective administration of employee benefit programs. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable...

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: 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...