Pension & Annuity Representative I

Pacific Administrators; Honolulu (HI); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Vacation

Job summary

Pacific Administrators is seeking a Pension & Annuity Representative I to support the Pension & Annuity Supervisor by processing benefits and delivering excellent service to clients and fund professionals in accordance with plan rules and regulatory requirements. The role requires a high school diploma, strong math and data-entry skills, and proficiency with Word and Excel.

Regular hours are Monday through Friday in office settings in Hawai‘i, with benefits including health coverage and

Qualifications

• Must have high school diploma or GED.
• Proficient in math with accurate data entry.
• 10-key by touch required.
• Computer literate in Word, Excel, and other Microsoft applications.
• Good communication and organizational skills.

Responsibilities

• Serve client and fund professional inquiries.
• Process pension and annuity benefits.
• Submit benefits information to plan custodian.
• File maintenance for all clients and fund professionals.
• Assist with client mailings and regulatory notices.
• Maintain status reports and provide reports as needed.
• Occasional carrying/loading/transport of supplies.
• Perform other duties as assigned.

Skills

Math proficiency

10-key by touch

Microsoft Word/Excel

Communication skills

Education

High School Diploma or GED

Tools

MS Office

Job description

About Pacific Administrators

Pacific Administrators (PAI) was founded in 2001 with a mission to provide exceptional Third-Party Administration services to Multi-Employer (Taft-Hartley) Employee Benefit Plan Trust Funds. PAI has been awarded one of Hawaii Business Magazine's Best Places to Work for 2026 and is Hawaii`s Largest Locally Owned & Operated Third-Party Administrator.

About the Role

The Pension & Annuity Representative I will work under the Pension & Annuity Supervisor to process pension and annuity benefits and deliver exceptional customer service to clients and fund professionals in accordance with applicable plan rules and regulatory requirements.

Responsibilities:

• Service client and fund professional inquiries
• Process pension and annuity benefits
• Submit benefits information to plan custodian
• File maintenance for all clients and fund professionals
• Assist with client mailings and regulatory notices
• Maintain status reports and provide reports as needed
• Occasional carrying, loading and transporting of supplies
• Perform other duties as assigned

Requirements:

• High School Diploma or GED
• Proficient in math
• 10-key by touch
• Computer literate in Word, Excel, and other Microsoft applications
• Good communication and organizational skills

Nice to Haves:

• Knowledge of pension and annuity fund rules and regulations

Working Conditions:

• PAI offices are indoors & air-conditioned while conditions may vary at client locations
• Monday to Friday, 8:00 - 4:00 PM or 8:30 AM - 4:30 PM, with a 1-hour unpaid lunch
• The duties assigned will have situations that will require extra time

Benefits

• Medical, Dental, Vision Insurance & Prescription Drug Coverage - 100% of Employee's Medical Insurance premiums are paid for by the company for a single participant (or 50% of Employee + Dependents total premiums)
• Paid Vacation, Sick and Personal Time
• 401(k) Plan with Company Match
• Commuter Benefit - 50% of the cost of monthly Bus pass or 50% of parking is paid for by the company
• Monthly Movie Days
• Flexible Spending Account
• Group Life Insurance