Retirement Liaison

| Chicago

Job Description
The Retirement Liaison is an expert on the Retirement process for a bswift client. They are focused on engaging with employees who are considering retirement and are looking for guidance and answers to questions they might have related to the retiree process or to managing their retiree benefits and company provide plans.

You will:
•Develop our relationships to achieve customer satisfaction, revenue, membership and earnings goals for existing customers in assigned business segments, products and geographies.
•Develop a mutually rewarding working relationship with multiple client contacts to ensure renewal of case and retention.
•Provide high-level guidance related to pension and 401(k) benefits, and other related rules and benefits for those considering retirement (i.e. vacationing out and CIP (client specific) rules).
•Work with client and bswift service team to maintain documentation and training to help educate the broader service center team
•Provide counseling on retirement options and benefits
•Set and follow up on retirement counseling appointments
•Engage with active employees and retirees to answer questions, solve issues, and provide guidance, timing, and requirements around Health and Welfare benefits related to the retirement process.
•Provide second-tier support for retiree cases and triage to resolution
•Offer creative product and service solutions to address client's evolving needs.
•Monitor on an ongoing basis client's services to ensure our client's needs are met.
•Build tactical components of the account team's business plan for each customer.
•Work with account team members and functional support areas on more complex product or service issues to ensure our client's needs.
•Collaborate to implement the customer's service efficiencies, including performance guarantees.
•Work with team members on case installation to manage the integration of client's and Aetna's internal organizations, ensuring a smooth installation.

Required Qualifications
•A Bachelor's Degree from a four-Year College or university; or equivalent combination of education and experience.
•3+ Years of direct client and/or analyst experience
•Solid Technical background
•You are proficient in Excel (VLOOKUP, Pivot Tables, Basic Functionality
•Can quickly sort through complex subject material
•You have a passion for teamwork, client service and reaching results

Preferred Qualifications
Experience with benefits administration/open enrollment process

•A Bachelor's Degree from a four-Year College or university; or equivalent combination of education and experience

Business Overview
At Aetna, a CVS Health company, we are joined in a common purpose: helping people on their path to better health. We are working to transform health care through innovations that make quality care more accessible, easier to use, less expensive and patient-focused. Working together and organizing around the individual, we are pioneering a new approach to total health that puts people at the heart.

We are committed to maintaining a diverse and inclusive workplace. CVS Health is an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring or promotion based on race, ethnicity, gender, gender identity, age, disability or protected veteran status. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.

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10 S Riverside Plaza, Suite 1100, Chicago, IL 60606

What are bswift Perks + Benefits

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
A flexible spending account lets you set aside pretax dollars to help pay for certain types of health care and/or dependent care expenses.
Dental Benefits
Choose between a dental maintenance organization plan and preferred provider organization plan. Both cover certain preventive care services at 100%. They also offer coverage for basic services.
Vision Benefits
You can enroll in a separate vision plan. It covers eyeglasses and contact lenses. Preventive vision exams are covered through the Aetna medical plan.
Health Insurance Benefits
You can choose from three types of medical plans: a health savings account, a health reimbursement arrangement or a hybrid health plan. Certain preventive care services are covered at 100 percent when
Life Insurance
All employees get term life insurance and business travel accident insurance at no added cost. You have the option to buy: Supplemental term life insurance Accidental death and personal loss insura
Wellness Programs
Our employee wellness program offers services such as wellness campaigns, weight-management programs and educational seminars.
Onsite Gym
Retirement & Stock Options Benefits
You can save a percentage of your pay in the 401(k) plan, on a pretax and/or Roth after-tax basis. You may participate in the 401(k) plan immediately following your hire.
401(K) Matching
We match a portion of your contribution. You can invest your contributions among various options offered in the plan.
Company Equity
You can purchase Aetna stock at a discount through a payroll deduction. In order to participate, eligible employees must enroll during the enrollment period announced by Aetna.
Vacation & Time Off Benefits
Generous PTO
During your first 3 years at Aetna, you receive the equivalent of 18 days off per year. The longer you work at Aetna, the more time you accrue per month.
Paid Volunteer Time
One of our values is to improve the quality of life in communities through employee volunteerism.
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Stocked Kitchen
Happy Hours
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
We encourage professional development. That's why we provide financial support for continuing education. This program covers a portion of tuition and registration fees for a college course.

Additional Perks + Benefits

The following programs, activities, and amenities are available to employees at bswift: complimentary fresh fruit, on-site flu shots, massages during open enrollment season, walking treadmill desk, foosball and ping-pong tables, casual attire, zen room for relaxation and nursing mothers, full week of employee appreciation, and proximity to public transportation • Healthy lifestyle incentive programs - This incentive program is offered to all eligible employees. You can earn up to $500 for healthy eating, physical activity and other healthy behaviors. Family members can also earn incentives • During your first 3 years at bswift, you receive the equivalent of 18 days off per year. The longer you work at bswift, the more time you accrue per month. Company holidays, jury duty, military leave, bereavement and community service time are in addition to your paid time off • You can purchase company stock at a discount through a payroll deduction.

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