Field Service Team Lead: Pension Benefits & Support

Northwest Administrators, Inc; Seattle (WA); On-site; USD 75,000 - 101,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Rx benefits

Short-term & Long-term disability

Life insurance

Paid Vacation

Sick Leave

Holidays

401k with company match

Work-Life Balance

Job summary

Northwest Administrators, Inc. is seeking a Supervisor, Field Service Representatives to lead a team of client service professionals and serve as the liaison with local unions, employers and participants.

You will guide benefit applications, retirement options, and eligibility questions while ensuring accurate processing and compliance. The role requires strong leadership, excellent communication, and willingness to travel, with a starting salary in the listed range and a comprehensive benefits

Qualifications

• 2+ years of experience in the benefits field.
• Bachelor's degree or equivalent combination of education and experience.
• Proven ability to influence others to get work done.
• Clear, professional written and interpersonal communication skills.
• Willingness to travel, including overnight stays.

Responsibilities

• Manage the Field Service team including hiring, training and scheduling.
• Meet with plan participants, union representatives, and employers to explain pension plan eligibility, participation requirements, benefits, and plan provisions.
• Conduct individual and group meetings to assist participants with benefit applications, retirement options, and eligibility questions.
• Review and process complex benefit inquiries and applications, obtaining additional documentation when needed.
• Prepare benefit appeals, denial letters, and correspondence by interpreting plan provisions and documenting case recommendations.
• Respond to participant inquiries by phone and in writing, providing guidance on benefits, eligibility, and appeal procedures.
• Prepare management reports and support special projects and process improvements.
• Deliver exceptional customer service while maintaining professionalism and confidentiality.

Skills

Leadership

Coaching

Communication

Travel readiness

Education

Bachelor's degree

Job description

Northwest Administrators, Inc. is seeking a Supervisor, Field Service Representatives to lead a team of client service professionals and serve as the liaison with local unions, employers and participants.

You will guide benefit applications, retirement options, and eligibility questions while ensuring accurate processing and compliance. The role requires strong leadership, excellent communication, and willingness to travel, with a starting salary in the listed range and a comprehensive benefits