Pension Supervisor

Southern California United Food & Commercial Workers Unions and Food Employers Joint Benefit Funds A; Cypress (CA); On-site; USD 71,000 - 91,000; Full time

Job summary

The Pension Supervisor role at Southern California United Food & Commercial Workers Unions and Food Employers Joint Benefit Funds A in Cypress, CA, is a full-time clerical position overseeing the pension team and ensuring accurate and timely processing of benefits.

You will lead, coach, onboard new hires, and ensure compliance with plan documents, HIPAA, and relevant laws, while driving efficiency and accuracy across the department.

Qualifications

• Minimum of 3 years of supervisory experience.
• Minimum of 5 years of claims processing experience.
• Strong knowledge of the Fund and Pension Department policies and regulations.
• Advanced knowledge of pension administration rules, regulations, and industry best practices.
• Bachelor's degree preferred or equivalent combination of education and experience.

Responsibilities

• Oversee pension team workflow and scheduling.
• Coach, train, and develop staff; apply corrective actions.
• Ensure alignment with Fund plans, goals, deadlines, and compliance.
• Onboard and train new hires; communicate team objectives.
• Provide performance reports and recommendations.
• Maintain compliant processes with plan documents and laws.
• Identify opportunities for process improvement.
• Provide guidance on complex departmental issues.
• Promote morale and collaboration; ensure HIPAA confidentiality.

Skills

Supervisory experience

Team leadership

Analytical skills

Problem solving

MS Office Suite

Communication skills

Interpersonal skills

Process improvement

Regulatory knowledge

Education

High School diploma or GED

Bachelor's degree preferred

Tools

MS Office Suite

Job description

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Pension Supervisor

PENSION Full Time Clerical Cypress, CA, US

Salary Range: $71,000.00 To $91,000.00 Annually

SUMMARY: The Pension Supervisor provides direction, leadership and supervision to the Pension team. Operate as the subject matter expert and provide an escalation point to resolve issues; ensure maximum effectiveness and productivity, including the timely and accurate processing of benefits.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manage and oversee workflow of the pension team, including creating schedules, delegating tasks, and prioritizing work.
• Assess employee performance and provide coaching, training, and development, and implement corrective actions as needed.
• Ensure that department goals, deadlines, and compliance standards are aligned with the Fund plans.
• Onboard and train new hires, to ensure team members understand their roles.
• Set and communicate team objectives.
• Provide performance reports with evaluations and recommendations to management.
• Maintain and update departmental processes to ensure compliance with plan documents and applicable laws.
• Identify opportunities for process improvement of Pension Department.
• Assist with the processes to ensure appropriate controls and compliance.
• Provide guidance and resolution for complex departmental issues.
• Promote positive team morale and collaboration.
• Comply with the Trust Fund policies, HIPAA guidelines, and confidentiality requirements.
• Maintain regular and consistent attendance.

EDUCATION and/or EXPERIENCE:

• High School diploma or GED required; bachelor’s degree preferred or equivalent combination of education and experience.
• Minimum of 3 years of supervisory experience
• Minimum of 5 years of claims processing experience
• Strong knowledge of the Fund and Pension Department policies and regulations, or ability to acquire knowledge quickly.
• Advanced knowledge of pension administration rules, regulations, and industry best practices.

OTHER SKILLS and ABILITIES:

• Demonstrated ability to interpret plan documents, regulations, and complex procedural requirements.
• Strong analytical and problem-solving skills with the ability to apply independent judgment.
• Advanced proficiency in MS Office (Excel, Word and Outlook) required.
• Strong communication, leadership, and interpersonal skills, with the ability to collaborate across all organizational levels.
• Support and adhere to the company’s mission, vision, and values.