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Technical Specialist job in Boca Raton at Mutual of America Life Insurance Company

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Technical Specialist at Mutual of America Life Insurance Company

Technical Specialist

Mutual of America Life Insurance Company Boca Raton, FL Full-Time

Mutual of America Financial Group

Job Title: Technical Specialist

Location: New York, NY

Who We Are:

Mutual of America Financial Group ("Mutual of America") has specialized in providing retirement plan products and services to small and mid-sized corporations and non-profit organizations since 1945. Utilizing local offices with non-commissioned sales representatives, they offer a wide variety of retirement savings plans and services, including 401(k), 403(b), and 457(b) deferred compensation plans. Mutual of America also provides investment vehicles to individuals for their retirement and other long-term financial needs.


  1. Works on technical projects as assigned by the Department Vice President, or Employer Records Manager, for communication to senior management and other departments. Projects may require a review of OnBase contract files, financial quarterly statements, financial and non-financial transaction history data, and usage of Excel for data presentation in a spreadsheet format.
  2. Works on complex employer records assignments, including plan install and maintenance in the FIS Omni recordkeeping system. Assignments may require coordination and communication with MIS, Billing Services, Underwriting and the Field Regional Services operation.
  3. Assists in maintaining and updating departmental tables for Separate Account Reduced Fee Pricing, General Account Special Interest Rate assessment ad waiver of monthly Charges. Responds to pricing structure inquiries from the Field and Marketing units.
  4. Enrolls and maintains employer records on the Pension, Thrift, TVIF and PALLM systems. This entails translating plan provisions into computer codes and indicators. It may also entail an update to the Online Enrollment data base for participant plan enrollment, as well as modifying the automated employer record function to finalize employer record creation for 401(k) prototype plans.
  5. Involved in the monthly inactivation, reactivation, and service level coding change of employer plans where no contributions are received for 3 consecutive months. Provides a listing of inactivated and reactivated plans for mailing of service level change documents to the employer.
  6. Involved in the testing of both new and existing computer fields as introduced, or modified, by MIS in support of new products and computer system enhancements.
  7. Performs other projects as assigned.

Required Qualifications:

  1. College degree required.
  2. Computer literacy required with knowledge of Excel spreadsheet program.
  3. Customer service oriented with strong interpersonal skills.
  4. Effective oral and written communication skills
  5. Organized, detail oriented and able to work independently.
  6. Able to manage work volume and meet deadlines.
  7. Willing to work evenings and weekends on an overtime basis as needed.

We offer a base salary and bonus potential in addition to outstanding benefits (which start on your first day of employment), including a comprehensive health plan, pension plan, 401(k) with company match, life insurance, vacation days and paid holidays. additional details about life at Mutual of America. You can also follow us onTwitter:@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.

Recommended Skills

  • Attention To Detail
  • Billing
  • Communication
  • Computer Literacy
  • Customer Service
  • Databases
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