Job Description:

The Role

Do you enjoy researching issues and problem solving?

Are you a self-starter who excels when working independently?

Would you like the chance to make a difference for people who are going through a difficult time in their lives?

If your answers to the above questions are yes, read on!

The Integrated Beneficiary Qualification Specialist plays a meaningful role when a participant passes away. We ensure that the beneficiaries of our plan participants receive accurate and timely enrollment into their health benefits and payment of pension, 401k, and life insurance benefits.

The Expertise and Skills You Have

Experience processing survivor benefits, qualifying beneficiaries or working with distributable benefits preferred

High volume operational processing experience is a plus

Experience with FPRS, DBCS, HOBS, and XTRAC are preferred

You are motivated and committed to excellence; your positive demeanor and "can do" work ethic gets results

You have extensive knowledge of plan resources leading to success in achieving accuracy goals

You work as a great teammate in meeting individual timeliness requirements

You can adapt to a constantly evolving environment

You exhibit strong organizational skills and attention to detail

Your high level of integrity and discretion will ensure the confidentiality of client data

You have shown initiative in solving problems and implementing solutions

You have proven your ability to work independently

You are effective at written communication

You have strong PC Software skills (i.e. Excel, Outlook and Word)

Reviewing submitted documentation for accuracy to process death benefits

Researching benefits due and creating condolence letters

Adhering to the process steps and interpreting plan rules while ensuring compliance with plan documents

Validating beneficiaries to ensure legitimacy; establishing identity and obtaining information to satisfy authentication requirements for segregation and distribution of account assets

Processing standard transactions with minimal direction while meeting operational quality, accuracy and timeliness targets

Participating in key business initiatives, supporting team goals and driving business objectives

Coordinating ongoing procedural documentation changes and updates

Attending team meetings and regularly scheduled one-on-one discussions; participating in manager-approved workshops and seminars; completing required training

The Team

The Integrated Beneficiary Qualification (IBQ) team is responsible for qualifying beneficiaries and determining whether a distributable benefit remains when notified of the death of a recordkeeping client’s current or former employee. The IBQ Specialist utilizes a variety of Fidelity systems (FPRS, DBCS, HOBS, XTRAC, OmniPay, etc.) to ensure that survivor benefits are processed accurately and within expected turnaround times. They interact with diverse groups within Fidelity, work independently with a minimum of supervision, and use outstanding organization and prioritization skills to ensure that cases assigned to them are processed efficiently and accurately.

Certifications: