Retirement Plan Consultant at Solvo Global

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