Retirement Plan Consultant in Bogotá at Distro

We are an administration and consulting firm that supports retirement plans and employee benefits in the United States, primarily serving elderly populations. 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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