Retirement Benefits Advisor

American Benefit Plan Administrators, Inc.; Northern (KY); Hybrid; USD 22,000 - 30,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental coverage

Retirement savings 401(k) plan with公司匹

Paid time off (PTO)

Growth opportunities

Job summary

Zenith American Solutions is seeking a Retirement Benefits Specialist to process and verify participant retirement benefit inquiries and applications in accordance with plan guidelines and regulatory requirements. The role requires handling PHI and PII with discretion and a strong commitment to data accuracy and confidentiality.

You will maintain current plan knowledge, scan documents, determine eligibility, respond to participants and beneficiaries, prepare correspondence, perform data entry,

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.
• 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.

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.

Skills

Communication

Attention to detail

Integrity & confidentiality

Microsoft Office

Data entry

Bilingual English/Spanish

Education

High school diploma or GED

Tools

MS Office tools

Job description

Zenith American Solutions is seeking a Retirement Benefits Specialist to process and verify participant retirement benefit inquiries and applications in accordance with plan guidelines and regulatory requirements. The role requires handling PHI and PII with discretion and a strong commitment to data accuracy and confidentiality.

You will maintain current plan knowledge, scan documents, determine eligibility, respond to participants and beneficiaries, prepare correspondence, perform data entry,