Integrated Beneficiary Qualification Specialist - Fidelity TalentSource LLC

Job Description:

The Role

Do you enjoy researching issues and problem solving?

Are you a self-starter who excels when working independently?

Would you like the chance to make a difference for people who are going through a difficult time in their lives?

If your answers to the above questions are yes, read on!

The Integrated Beneficiary Qualification Specialist plays a meaningful role when a participant passes away. We ensure that the beneficiaries of our plan participants receive accurate and timely enrollment into their health benefits and payment of pension, 401k, and life insurance benefits.

The Expertise and Skills You Have

• Experience processing survivor benefits, qualifying beneficiaries or working with distributable benefits preferred

• High volume operational processing experience is a plus

• Experience with FPRS, DBCS, HOBS, and XTRAC are preferred

• You are motivated and committed to excellence; your positive demeanor and "can do" work ethic gets results

• You have extensive knowledge of plan resources leading to success in achieving accuracy goals

• You work as a great teammate in meeting individual timeliness requirements

• You can adapt to a constantly evolving environment

• You exhibit strong organizational skills and attention to detail

• Your high level of integrity and discretion will ensure the confidentiality of client data

• You have shown initiative in solving problems and implementing solutions

• You have proven your ability to work independently

• You are effective at written communication

• You have strong PC Software skills (i.e. Excel, Outlook and Word)

• Reviewing submitted documentation for accuracy to process death benefits

• Researching benefits due and creating condolence letters

• Adhering to the process steps and interpreting plan rules while ensuring compliance with plan documents

• Validating beneficiaries to ensure legitimacy; establishing identity and obtaining information to satisfy authentication requirements for segregation and distribution of account assets

• Processing standard transactions with minimal direction while meeting operational quality, accuracy and timeliness targets

• Participating in key business initiatives, supporting team goals and driving business objectives

• Coordinating ongoing procedural documentation changes and updates

• Attending team meetings and regularly scheduled one-on-one discussions; participating in manager-approved workshops and seminars; completing required training

The Team

The Integrated Beneficiary Qualification (IBQ) team is responsible for qualifying beneficiaries and determining whether a distributable benefit remains when notified of the death of a recordkeeping client s current or former employee. The IBQ Specialist utilizes a variety of Fidelity systems (FPRS, DBCS, HOBS, XTRAC, OmniPay, etc.) to ensure that survivor benefits are processed accurately and within expected turnaround times. They interact with diverse groups within Fidelity, work independently with a minimum of supervision, and use outstanding organization and prioritization skills to ensure that cases assigned to them are processed efficiently and accurately.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

.