Annuities Retention Specialist jobs in California

Job Description

• Responsible for performance calculations and WIOA reporting requirements, which include participants' employment status during second and fourth quarter after exit and median earnings in the second quarter after exit
• Maintain participant follow-up records (paper and electronic), including file preparation, organization of files, and verification that all information has been received and properly filed
• Responsible for collecting supplemental wage data by utilizing proper forms (Employment Verification Form and Consent for Release of Information) to fax / email to employers;

track all faxes / emails for supplemental wage data; and attempt other methods (check stubs, work number, phone call, etc.

of collecting information if employer does not respond

• Conduct follow-up interviews with participants and identify the appropriate information to collect (i.e. new address, phone numbers, additional contact information, and supplemental wage information) and provide job leads / employment referrals if unemployed and seeking employment
• Prepare and maintain records and case files, proper documentation of services provided, narratives of client contacts, or relevant correspondence and monitor and record clients' progress to ensure that goals and objectives are met
• Compose correspondence (i.e. introductory letter, non-compliance letter, year-end follow-up letter, etc.) using proper grammar, punctuation, and spelling
• Maintain an awareness of socioeconomic factors bearing on unemployment, local labor community problems, and / or resources relating to the labor market
• Responsible for providing follow-up services, Labor Market Information, job leads, and employment referrals to ensure job retention and skill enhancement opportunities
• Other duties as assigned

Qualifications

• Two or more years of experience working in a case management environment with a particular focus on adult and dislocated workers
• Requires excellent communication skills (written, verbal, and phone); fluency in English and Spanish is preferred
• Demonstrate proficiency in software including but not limited to Microsoft Windows, Microsoft Office, Microsoft Excel, and Microsoft Access (Database)
• Demonstrate proficiency in Internet usage
• Attention to detail; ability to complete work timely with minimal errors
• Strong organizational and time management skills

Additional Information

Pay Range : $23-$25 / hr DOE

Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the industry’s best practices to work by focusing on the development, design, and delivery of demand-driven workforce solutions.

When you join Equus, you can expect extensive learning opportunities and networking programs. But most of all you can expect to make a lasting impact on the lives of others.

At Equus we are strengthened by diversity. We are committed to providing a work environment in which everyone is included, treated fairly and with respect.

Equus Workforce Solutions is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, age, pregnancy, sexual orientation, gender identity, ancestry, religion, national origin, veteran status, physical or mental disability, or reprisal or any other characteristic protected under state, federal, or local law.

Last updated : 2024-06-08