Retirement Benefits Advisor (Mon–Fri, 8–5)

Wilson-Mcshane Corp.; Duluth (MN); Ibrido; USD 27.000 - 39.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

Dental benefits

401(k)

Paid holidays and PTO

Employee Assistance Program

Descrizione del lavoro

Wilson-Mcshane Corp. in Duluth, MN is seeking a Retirement Benefit Specialist to support union members with retirement plans. The role entails calculating benefit payments, processing applications, and explaining benefits to participants.

You will handle high call volumes, coordinate with Fund Professionals, and ensure accurate interpretation of Plan Documents. Proficiency in Word/Excel and prior retirement benefits experience are preferred.

Competenze

• Proficient in Microsoft Word and Excel.
• Previous customer service experience preferred.
• Previous retirement benefits experience preferred.
• Experience with Taft-Hartley Funds preferred.

Mansioni

• Calculate and prepare retirement benefit payment amounts
• Process retirement benefit applications
• Explain retirement benefits to participants and provide participants with benefit estimates
• Answer high volume of incoming participant calls relating to the Pension Plans
• Regularly meet with participants to answer questions related to their retirement benefits, and communicate with other Fund Professionals as needed
• Interpret and administer retirement benefits as outlined in Plan Documents
• Draft and mail correspondence to participants and beneficiaries regarding retirement benefits
• Other duties and projects as assigned

Conoscenze

Customer service

Retirement benefits knowledge

Taft-Hartley Funds experience

Strumenti

Microsoft Word

Excel

Descrizione del lavoro

Wilson-Mcshane Corp. in Duluth, MN is seeking a Retirement Benefit Specialist to support union members with retirement plans. The role entails calculating benefit payments, processing applications, and explaining benefits to participants.

You will handle high call volumes, coordinate with Fund Professionals, and ensure accurate interpretation of Plan Documents. Proficiency in Word/Excel and prior retirement benefits experience are preferred.