PENSION PROCESSOR II

Benefit & Risk Management Services, Inc.; Honolulu (HI); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Paylocity is seeking a Pension Processor to support the Pension Department in serving client needs daily. This role handles member applications, document checks, verifications, and benefit calculations in an office setting.

The position requires communication skills, reliability, and strong analytical abilities to ensure accurate pension processing and timely responses to clients.

Qualifications

• High School diploma or GED required with at least two years of related experience or training.
• Ability to interpret documents, safety rules, memos, and procedure manuals.
• Effective written and verbal communication in English.
• Strong organizational and analytical capabilities to handle pension tasks.

Responsibilities

• Assist members with applications and death notifications via walk-ins or phone calls.
• Check for missing documents and send employer verifications.
• Prepare election forms and retroactive interest verification.
• Prepare summary analyses for verification.
• Request initial payments from financial institutions.
• Suspend members due to death or missing annual affidavits.
• Distribute initial payments to members and monitor status.
• Perform recalculation checks and verify AFL pension benefits.
• Maintain compliance with plan documents and benefits quoting.
• Provide accurate, timely responses to client inquiries.

Skills

Leadership

Communication

Dependability

Analytical skills

Problem-solving

Excel

Word

Outlook

PowerPoint

Education

High School diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Description

SUMMARY: The Pension Processor will support Pension Department in serving and responding to clients needs on a daily basis.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Assist members with applications/death notifications via walk-ins or phone calls;
• Check for missing documents;
• Send employer verifications;
• Prepare election form;
• Prepare retroactive interest for verification;
• Prepare summary analysis for verification;
• Request initial payments from financial institution;
• Suspend members due to death or no annual affidavit;
• Send out initial payments to members;
• Check for recalculation
• Estimate AFL Pension benefits and vesting/credit services

Supervisory Responsibilities: This job has no supervisory responsibilities.

Requirements

Knowledge, Skills, & Abilities:

• Ability to provide effective leadership in all aspects of position.
• Excellent written and verbal communication skills.
• Must be dependable and maintain excellent attendance.
• Strong analytical skills and problem-solving skills.
• Subject-matter expert within field.
• Ability to keep up with changes in information to Plan documents in order to quote benefits correctly.
• Ability to grow with changing demands of the position and the company.
• Strong computer skills, including Word, Excel, Outlook, and Power Point.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience: High School diploma or G.E.D; and minimum of two years related experience and/or training; or equivalent and any combination of education, training, and/or experience, which demonstrates ability to perform the duties described.

Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as safety rules, memos, letters, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position.

Mathematical Skills: Ability to add and subtract, multiply and divide with 10's and 100's.

Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Certificates, Licenses, Registrations: Valid, class C license in state working with no adverse driving record.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position requires the employee to work in the office.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.