Jennifer Jeffcoat, Professional

Retirement Clearinghouse

Mar 2022 – Present

Charlotte, NC

Missing Participant Services/Client Services

The Missing Participants Services/Client Services Representative is responsible for performance of all activities associated with the provision of Missing Participant Services, including performance of address searches/updates; preparation/coordination of campaign letters and their distribution; tracking and reporting of project status/results to appropriate RCH personnel and/or clients; and timely completion of each client’s project. Additional duties related to RCH’s Automatic Rollover, Assisted Rollover, and Roll-In processes will also be assigned as needed. Maintain and demonstrate knowledge of the varying levels, capabilities and performance of RCH’s Missing Participants services, rules and procedures for terminated/active plans, data exchange options, data elements required, Rollover HQ functionality and reporting capabilities, and SalesForce. Learn the RCH new business on-boarding process and requirements, including timelines and data transfer options and clearly apply that knowledge during client interactions. Prepare and deliver Missing Participants Services agreement and ensure that the agreement/results meet client needs and expectations. Perform client training sessions over a screen sharing platform. Investigate and determine the cause of data upload failures and work with internal/external sources to resolve upload errors expeditiously. Perform address searches via the Internet, Social Media platforms, and all other available search methods and ensure that participant records are updated accordingly. Prepare and coordinate the distribution of required campaign letters and all other written correspondence required by client agreement/project. Maintain status log and regularly prepare reports for RCH and client regarding status/results of client project. Scan all returned mail to ensure proper address tracking and updates to RolloverHQ.

Jennifer Jeffcoat

Professional

Skills