McGregor & Associates, Inc. has been providing administration and compliance services for employer sponsored benefit plans for over 30 years. Our services span a range of benefits from Flexible Spending Accounts, Health Reimbursement Arrangements, Health Savings Accounts, COBRA, Affordable Care Act, ERISA, and Retirement Plan Administration. At McGregor we solve employer challenges through trusted relationships, benefits expertise and quality personalized service. Since benefits is our focus, we're also committed to providing our employees a highly competitive benefits package.
Job Purpose :
This position provides clerical and administrative support to the HSA & ACA departments.
Company Expectations of Employee :
- Adheres to Company policies and procedures;
- Acts as a role model within and outside the Company;
- Maintains a positive and respectful attitude;
- Communicates regularly with the department manager about client issues;
- Demonstrates flexible and efficient time management and the ability to prioritize workload;
- Consistently reports to work on time, prepared to perform duties of position;
- Meets Company productivity standards.
Responsibilities and Duties :
Responds to emails, calls and fax inquires from clients, participants, and brokers regarding HSA accounts and ACA services;Assists in resolving issues for clients or participants, and investigates discrepancies and provides a timely resolution. This may include performing research on issues that are complex in nature;Receives and posts HSA contribution payments;Prints and mails all HSA and ACA notifications and letters including 1095C / 1094C and 1095B and 1094B forms;Assists the HSA and ACA Account Manager with the open enrollment process and annual audit of client data / records;Compiles, sorts and verifies documents from clients;Verifies the accuracy of data after entry / import;Assists with special projects and tasks as requested by the HSA and ACA Account Manager;Supports MAI's goal to maintain a 100% client retention rate;Any other assigned tasks assigned by a Manager.Companywide Goals :
100% Client satisfaction;100% Report accuracy;100% Compliance with required deadlines;100% Compliance with all applicable rules and regulations.
Success of this Position is Measured Through :
100% Client satisfaction is achieved by maintaining current clients with low to no turnover;100% Compliance with required IRS deadlines;100% Client compliance with all applicable IRS rules and regulations.
Qualifications :
Education - Some college or equivalent experience;Knowledge of HSA and ACA is beneficial but not required;Attention to detail;Strong math aptitude;Strong time management skills;Ability to multi-task;Excellent problem solving and analytical skills;Ability to assess and make effective judgments on complex issues related to HSA and ACA;Relationship builder;Effective communication skills.Employee Benefits :
Hybrid work scheduleEmployer funded health insurance benefitsGroup sponsored dental insuranceEmployer paid vision insurance for employee, spouse & dependentsEmployer paid life, short-term disability and long term disability insuranceEmployer funded Health Savings Account (HSA)Employer funded Health Reimbursement Arrangement (HRA)Flexible spending account benefitsUp to 5 weeks vacation leavePaid sick leaveHoliday pay401(k) retirement plan benefits including matching employer contributionsPerformance bonusesFlex schedulesOffice hours are Monday-Thursday 8am-5pm and Friday 8am-3pm.
