Search Representative

Under the direction of the Director of Internal and Regulatory Compliance, the Search Representative will have significant responsibility for locating a participant’s and beneficiary’s whereabouts through investigation, research, and networking. Will assist the Carpenters Services Administrative Corporation in ensuring that we have all current contact information in order to guarantee proper communication of benefits policies and payment of benefits owed to a participant or beneficiary. The Search Representative will assist with executing required steps for complying with Regulatory requirements for locating participants due a benefit, to include, but not limited to, phone calls, mailings, email, etc. They will also be tasked with finding potential beneficiaries with the purpose of paying out death benefits due and assisting with other departmental projects as assigned.

Position Functions and Responsibilities:

• Locate participants and/or beneficiaries using various tracking tools and techniques including the use of external search locator service providers, internet, public records, Local Unions, employers, other internal departments, family members, other participants, etc.
• Communicate with third parties for the purpose of acquiring information on a participant’s location.
• Review and analyze participant documents, Beneficiary Cards, Enrollment Forms, and any other in-house documents for location purposes.
• Verify participant or beneficiary information and properly document accounts in our system.
• Provide feedback and suggestions based on observations of the day-to-day location efforts.
• Investigate death cases where a benefit is to be paid out, but we are lacking beneficiary information.
• Maintain positive relationships with all levels of staff, management, vendors, participants, and colleagues while providing top quality service.
• Answer participant questions via phone, E-mail, written correspondence, and in person
• Provide missing participant census information as a report or individually as needed.
• Assist with other duties or special projects as assigned by the Director of Internal and Regulatory Compliance.
• Performs other related administrative duties as assigned.
• Must demonstrate excellent communication, analytical, investigational and organizational skills
• Track and maintain current participant information via our administration software and excel.
• Must be detail oriented and exercise good judgment
• Capable of effectively operating in a fast-paced, high-volume environment.
• Willing and able to work overtime and weekends as needed based on work demands.
• Must exhibit good interpersonal skills and must be a team player.

Required Qualifications and Skills:

• Minimum of High School Diploma or equivalent.
• Self-motivated and able to work with minimal supervision.
• Knowledge of benefit administration and experience in examining operations and procedures, preferred.
• Familiarity of governmental/legislative regulations (ERISA, DOL, PPA).
• Knowledge of HIPAA, ACA, and ERISA along with broad experience with client services, preferred but not required.
• Knowledge of working with collectively bargained personnel, preferred but not required.
• High level of proficiency with all MS Office Suite products and ability to understand relational databases.
• Proficiency in Spanish is required (read, write, speak, translate).
• High level of integrity and discretion in handling all confidential company and participant information.
• Detailed research, documentation, analytical and reporting skills.
• Proficient, detail oriented, organizational and communication skills (written/verbal).
• Ability to complete daily tasks with a high degree of independence, initiative, and judgement.
• Strong sense of ownership, self-accountability, and urgency to manage assigned projects.
• Dedicated team player with an interest in processing efficiency and effectiveness.
• elf-motivated and driven with ability to work independently within a collaborative work environment.
• Participates, and interacts professionally during meetings, company events, and seminars.
• Strong interpersonal skills to interact effectively with all levels of Management, visitors, CSAC professionals and vendors.

Supervisory Responsibility:

• This position has no supervisory responsibilities.

Work Environment/ Physical Demands

• While performing the duties of the job, the employee regularly works in an office setting.
• While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel or operate objects, tools or controls, and to reach with hands and arms. The employee is frequently required to stand, talk and hear.
• Ability to lift 10-50 pounds when necessary.
• The physical demands described here are representative of those that must be met by an employee.

Travel

• Minimal to no travel. Occasional travel to business related events, offices and/or seminars may be required.

NOTE:

The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar related or a logical assignment to the position. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. CSAC is an equal opportunity employer and encourage applications from all qualified candidates regardless of gender, race, ethnicity, national origin, age, sexual orientation, marital status, religion, disability or any other classification protected by law.

Job Type: Full-time

Pay: $23.66 - $29.55 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Can you describe your experience with Microsoft Excel?
• Were you referred to this position by anyone? if so, could you please provide their name?

Education:

• Bachelor's (Preferred)

Language:

• Spanish (Preferred)

Ability to Commute:

• Los Angeles, CA 90071 (Required)

Work Location: In person

Salary : $24 - $30