Temporary Associate, TPA Solutions

Temporary Associate – PAM Update Project (Skills & Qualifications)
Core Functional Skills (Required)

• Data Entry & System Accuracy – Ability to accurately transfer data from Plan Administration Manual (Word documents) into system fields (BOSS). Strong attention to detail with high data accuracy and consistency. Comfortable working with structured fields and system-driven inputs. The project requires completing setup fields and updating plan data as part of the BOSS configuration process.
• Document Interpretation & Translation – Ability to interpret Plan Administration Manual and translate it into system fields. Understand how to apply logic when information is unclear or incomplete. Comfortable making reasonable assumptions with guidance and documenting them. The project leverages a Checklist and requires converting document content into system configurations.
• Excel Proficiency – Basic Excel skills, including:
  Copy & Paste, Insert Rows, Add Filter & Freeze Panes, Remove duplicates. Ability to compile and maintain lists (e.g., event codes, distribution codes). Data Validation & Quality Control (QC) – Ability to audit entered data against source documents. Perform reasonability checks to ensure data makes sense operationally. Identify and flag:
  Missing fields, Inconsistent data, Potential setup issues. QC includes reviewing entries for accuracy and ensuring sections are complete and administratively reasonable.

• Ability to learn and navigate BOSS system functionality. Familiarity with data extract reports and system-based configuration fields.
• Basic understanding of codes (event codes, distribution settings, etc.) and structured system inputs vs. freeform text
• The role interacts with BOSS distribution settings, extract reports, and system configuration data

• Ability to translate ambiguous Plan Administration Manual into structured inputs.
• Identify when something “does not make sense” operationally.
• Escalate issues or questions appropriately.
• Logical thinker with strong pattern recognition.

• Ability to follow standard procedures and templates.
• Strong time management to handle high-volume, repetitive tasks.
• Track progress across multiple plans.
• Maintain organized work and documentation.

• Clear written communication for documenting assumptions and flagging issues for QC review.
• Collaborate with core product support QC reviewers and project leads.
• Structured communication and handoffs between setup and QC teams.

• Detail-oriented and quality-focused.
• Comfortable with repetitive but high‑precision work.
• Can learn quickly in a structured environment.
• Proactive in asking questions when unclear.
• Balancing speed with accuracy.
• Be aware of employment fraud.

• Collaborative, idea‑sharing environment.
• Professional Development with in‑house training and tuition reimbursement.
• Generous reward programs.
• Paid time off.
• Medical, dental & vision benefits.
• Health Savings Account with employer contribution up to $1,100.
• 401(k) & 529 college savings match programs.
• Volunteer and charitable‑giving programs.
• Business casual dress.