Retirement Benefit Specialist

Zenith American Solutions, Inc.; Maryland; On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Health, vision, and dental coverage

401(k) plan with company match

Paid time off (PTO)

Job summary

Zenith American Solutions is seeking a Retirement Benefits Specialist to process and verify retirement benefit inquiries and applications in line with plan guidelines. The role requires handling PHI/PII with proper discretion and a strong customer service mindset.

You will scan, verify, and update participant data, respond to inquiries, and gather necessary documentation to determine eligibility. The position emphasizes accuracy, confidentiality, and collaboration with management.

Qualifications

• High school diploma or GED.
• Six months experience in a professional environment.
• Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
• Strong discretion with handling of sensitive information.

Responsibilities

• Maintains current knowledge of assigned Plan(s).
• Scans applications and documents into the system.
• Processes retirement benefit applications; verifies information and researches past service, related credits, and deductions.
• Responds to inquiries from participants, beneficiaries, and union representatives about retirement benefits.
• Determines benefit eligibility and requests necessary documentation from unions, employers, and SSA.
• Initiates correspondence to participants and employers regarding account information and benefits.

Skills

Reading & interpretation of plans

Clear verbal & written communication

Data entry accuracy

Discretion with sensitive information

Education

High school diploma or GED

Tools

MS Office

Job description

Position Summary

The Retirement Benefits Specialist performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines.

Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role.

Key Duties And Responsibilities

• Maintains current knowledge of assigned Plan(s).
• Scans applications and all relevant documents into appropriate system.
• Processes retirement benefit applications; verifies the accuracy and completeness of information, researches or investigates past service, related credits, and insurance deductions.
• Responds to inquiries from participants, beneficiaries, and union representatives, directly or indirectly, regarding retirement benefits.
• Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite processing.
• Initiates and prepares correspondence to participants, beneficiaries, employers and others regarding general account information, retirement benefit history, and monthly retirement benefits.
• Performs data entry and corrections to update members' information.
• Updates retirement data in appropriate information systems.
• Assists with special projects as requested by management.
• Performs other duties as assigned.

Minimum Qualifications

• High school diploma or GED.
• Six months experience working in a professional environment.
• Highly developed sense of integrity and commitment to customer satisfaction.
• Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
• Ability to communicate clearly and professionally, both verbally and in writing.
• Strong understanding of discretion and the appropriate handling of sensitive information.
• Solid organization skills with an attention to detail.
• Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
• Computer proficiency including MS Office tools and applications.

Preferred Qualifications

• Bilingual English and Spanish, based on location needs.
• Prior retirement plan administration experience.
• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.

Working Conditions/Physical Effort

• Prolonged periods of sitting at a desk and working on a computer.Must be able to lift up to 15 pounds at times.

Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at [e-mail] , and we would be happy to assist you.

Compensation

Please note that in compliance with certain state law, we are displaying salary. This rate is intended for hires into this location. Compensation: $19.00/hr

Zenith American Solutions

Real People. Real Solutions. National Reach. Local Expertise.

We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day. Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!