Job Description:

Mutual Of America Financial Group

Job Title: Document & Compliance Generalist

Location: Boca Raton, Fl

 

Who We Are:

At Mutual of America Financial Group (“Mutual of America”), our mission is to “help people build the assets they need to achieve greater financial security.” Our mission is built upon a strong foundation of integrity, excellence, and social responsibility. Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension– and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial planning goals.  

We’re committed to bringing talented and motivated people together to help our customers plan for a financially secure future.

 

Role Summary:

Generate and review plan documents, including SPDs, using the Relius Document System. Responsible for the quality and accuracy of group insurance and group annuity contracts/policies and certificates issued by the department. This includes reviewing group annuity contracts and certificates to ensure adherence to state filed forms, and to ensure the accuracy of employer, plan provision and participant data; and approving these documents for issuance. Responds to requests from Regional Offices by preparing and providing duplicate or specimen copies of previously issued contracts and/or certificates. Provide guidance, direction and alternatives to personnel in Marketing and other divisions to aid in meeting the objectives of clients and prospects. Provide support to Field Office personnel with respect to general plan administration.

 

Responsibilities:

• Generate plan documents, including SPDs, from the Relius Document system


• Review weekly contract and certificate production


• Prepare, import, and index documents into the OnBase imaging system


• Respond to Regional and Home Office questions regarding plan administration


• Prepares contract and certificate copies and/or specimen copies upon request


• Request and review files from offsite storage upon request


• Prepare and deliver copies of plan documentation to other departments upon request


• Other projects as assigned

 

Required Qualifications:

• Bachelor's Degree


• Proficiency with MS Office Suite and Adobe Acrobat


• Detail oriented, with the ability to adapt to a changing environment and manage large volumes of work


• Excellent communication skills


• Customer service oriented


• Ability to manage time, prioritize projects and work independently

 

Preferred Qualifications:

• Experience working in the retirement services industry


• Experience working with Relius Document and Exchange systems or familiarity with other plan document systems


• Accreditations from LOMA or other industry related training programs

 

What we offer you:

• Competitive base salary


• Annual Bonus


• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment


• 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.


• Parental Leave: 8 weeks fully paid


• Paid time off: 20 days plus two floating personal holidays


• Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations

 

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

 

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law. #LI-JB1

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