Member Plan Coordinator

We are seeking a highly organized and detail-oriented Member Plan Coordinator to join our team. The successful candidate will be responsible for coordinating and managing member plans and ensuring that all plan-related information is accurate and up-to-date. This is a full-time in office position with competitive pay and benefits.

Responsibilities:

• Manage the day-to-day coordination of member plans, including enrollments and changes
• Maintain accurate and up-to-date records of all member plan information
• Proofread documents to ensure accuracy of member information
• Quality review estate planning documents
• Review plan replacements and changes for accuracy
• Review reporting for accuracy
• Respond to member inquiries and provide assistance as needed
• Assist with the development of new member plans as required
• Ensure that all plan information is compliant with industry regulations and standards
• Collaborate with other departments to resolve any plan-related issues

Requirements

• Paralegal degree or certification preferred.
• 3+ years of experience in plan coordination or a related field.
• Excellent project management skills with the ability to prioritize and manage multiple tasks.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency with Microsoft Office and relevant software systems.

Benefits

• W-2 Compensation paid weekly
• Health, Dental, Vision, and Life Insurance after 90 Days
• Holiday Pay, PTO and Vacation
• 401K w/ Company Match