About the job
We are an administration and consulting firm that supports retirement plans and employee benefits in the United States, primarily serving elderly populations.
Work modality: On-site at our Nairobi office
We are seeking a detail-oriented, analytical, and results-driven specialist with experience in U.S. retirement plans and insurance processes, focused on delivering high-quality service.
Key Responsibilities
Manage processes related to retirement plans, including:
401(k)
Profit Sharing
Cash Balance
Defined Benefit
Perform benefit verification and eligibility checks with U.S. insurance providers
Handle authorizations and pre-certifications with insurance companies
Calculate cost and contribution estimates
Analyze and validate client information (census data)
Execute tasks related to regulatory compliance
Assist in the preparation of regulatory reports and forms (Form 5500, 5330, 8955)
Identify errors and maintain a quality standard of 95%+ accuracy (QA)
Track processes and ensure deadlines are consistently met
Provide timely and professional communication with clients, advisors, and insurance companies
Requirements
Advanced English proficiency (will be evaluated throughout the process)
Experience with U.S. retirement plans or employee benefits
Experience in benefit verification, authorizations, or insurance processes (healthcare or related fields preferred)
Advanced or bilingual English (required due to interaction with U.S. stakeholders)
Advanced Excel skills (data analysis, calculations, data management)
Strong attention to detail and analytical skills
Ability to manage multiple cases simultaneously and meet deadlines
Excellent written communication skills
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