Contributions Coordinator Level 1 (Pleasanton, CA)
Full Time
Pleasanton, CA 94566
Posted
Job description
Contribution Coordinator Level I (Pleasanton, CA)
Summary
The Contributions Coordinator enters employer contribution reports into the computer and balances to bank statements; communicates with employers on various issues including discrepancies in their reports and late charges; and prepares various reports relating to employer contributions. This is a union position.
Essential Duties and Responsibilities include, but are not limited to:
- Data entry and monthly balancing of employer contributions.
- Balance to the bank batch ticket.
- Balance to the daily deposit.
- Balance the days work, including comparing data entered with source documents.
- Sort and transfer member self-payments to the contribution balancing logs.
- Rebalance the monthly deposit totals.
- Review and prepare monthly Delinquency Lists.
- Mail current status letters to employers.
- Review Monthly Benefit Statements for Contribution accuracy.
- Review and approve the mailing of the monthly pre-bills to the contractors.
- For the paperless clients, review the monthly CD’s received from the bank to assure correct images are received.
- Copy and mail discrepancy notices, follow-up discrepancy notices with second notices when needed.
- Copy and mail LD notices, follow-up with second notices as needed.
- Prepare and refer unpaid Variance and LD notices to Legal.
- Enter debit/credit entries discovered during Payroll Audits.
- Make copies as required.
- Prepare conversion calculations and enter all incoming reciprocity monies for members working outside their home local.
- Verify all outgoing reciprocity monies for workers who are members of other locals.
- Regular and predictable attendance is an essential function of this job.
Contribution Coordinators Levels
Level I - Accounts receivable experience is a plus. Must possess analytical, problem solving, solid math and customer service skills. Proficient skills in Microsoft Word, Excel and Outlook. Work well under pressure with inflexible deadlines. 10 key by touch is required. Ability to enter and balance daily payments and reports to the bank receipts on one of the two software platforms (Legacy or Benefit Driven).
Level II - Must be proficient at all Level I skills. Thorough understanding of entry and balancing on both the Legacy and/or Benefit Driven (BD) BeneSys systems, Liquidated Damage and Variance procedures, tracking and preparation of monthly Delinquency Report. Enter all incoming reciprocity and make entry adjustments with 100% accuracy on both the Legacy and BD systems.
Level III - Must be proficient at all Level I and Level II skills. Thorough understanding of all West Coast plans including collection and audit procedures. Ability to analyze fund documents on new plans and approve that new forms being created by the conversion team are correct based on those fund documents. Ability to upload reciprocity files onto the ERTS, UARS and BAC Remit systems. Setting up of reciprocity on the contractor and employee sides of the system. Maintenance of rates on both the Legacy and BD Systems. Ability to train new employees on policies and procedures of the department.
Unit Leader - Must be proficient at all Level I, Level II and Level III skills. Must possess expert level skills on entry, adjustments and rate maintenance with both the Legacy and BD Systems. Ability to compose complete and concise Helpdesk Tickets on plan changes. Also must be able to follow the created ticket to completion which includes verification and approval of the changes made in the system. Ability to review month end balancing reports and checklist submitted by coordinators and verify the fund is in balance and ready to be closed for month end. Upon your approval you must be able to submit the Month End closing ticket. Must have the ability to trouble shoot balancing problems identified by the accounting department during monthly closing. Must possess expert communication skills (written and verbal) with Plan Professionals.
Work Schedule: Full time, Monday – Friday, 8:00am - 4:30pm. Required in office (no at-home days).
Education and/or Experience: Post-high school education or prior related work experience. Strong command of Ten-Key Pad is a must.
Language Skills: Must have strong written and verbal communication skills, with ability to clearly and professionally respond to common inquiries or complaints from employers and financial institutions through speech and writing.
Mathematical Skills: Must be able to calculate figures & amounts including rates and percentages from decimals.
Reasoning Ability: Must be able to look at a problem logically and figure out the source of the problem using mathematical balancing skills and recollection of repetitive problem sources.
Work Environment: The position operates in an office/clerical setting, using standard office equipment such as: computers, phones, photocopiers, filing cabinets, fax machines, etc. The department can be fast paced. Must be able to multi-task. Must be detailed oriented.
Computer Skills: Working knowledge of Microsoft Office Products. Experience with Word, Excel and Outlook is essential.
Competitive Benefits
- Medical/Dental/Vision, with option for dependent coverage
- Flexible spending accounts
- Company-paid basic life/AD&D, short-term disability, long-term disability insurance
- 15 days Paid Time Off during first full calendar year
- 11 paid holidays
- Up to 5 days of paid bereavement leave
- Up to 20 days of paid jury duty leave
- 401(k) with employer match
Pay
This is a union position. The wage rate for this position is determined by the collective bargaining agreement and may be dependent on experience, skills, education and other business factors. The current starting rate for this position is $30.01 per hour.
Our Culture
BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential.
Our culture focuses on three core values:
- Collaboration: working together across 31 locations to achieve the best for the company and our clients
- Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
- Integrity: doing what we say we will do. Upholding strong ethical and moral principles
ADA & EEO
Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.
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