A-Plus P&A LLC

Insurance

• Accurately process claims within established timelines
• Review and complete claim adjustment requests
• Research claim reversal requests to determine approval or denial
• Manage debit card dispute workflows, including fraudulent or disputed transactions
• Provide clear and professional responses to routine phone and written inquiries related to claim processing
• Issue manual adverse determination letters, notifying participants of required information or appeal rights in accordance with plan rules
• Adjudicate transactions that fail auto-review and determine whether additional documentation is needed

Claims Specialist

Account Executive

• Identify prospects and present tailored product/service solutions
• Develop market strategies and maintain a strong sales pipeline
• Conduct outbound outreach, follow-ups, and cold calls
• Build and maintain broker partnerships
• Stay current on industry and competitive trends
• Collaborate with internal teams to ensure smooth service delivery
• Prepare sales proposals and assist with forecasting and planning
• Support product development by sharing market insights
• Train and mentor Marketing Service Representatives

National Sales Executive

Administration

• Coordinates and administers assigned case-load
• Perform all necessary ADP/ACP, 415, 410(b) testing, and all other required compliance testing
• Resolve administrative problems with clients, plan representatives and plan participants
• Prepare and deliver to client all required reports, such as annual valuations, participant statements, Form 5500 reports, etc.
• Perform all phases of case recordkeeping, distribution, and loan procedures & assist with related accounting functions such as billing

Claims Specialist

National Sales Executive

Retirement Plan Administrator III