Retirement Benefits Advisor (Union Plans)

Wilson-Mcshane Corp.

BLOOMINGTON (MN)

Presencial

USD 34.000 - 49.000

Jornada completa

Hace 12 días

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Ventajas ofrecidas por este puesto de trabajo

Health & dental
Vision insurance
FSA
401(k) plan
Paid holidays
PTO
Life Insurance
EAP

Descripción de la vacante

Wilson-McShane Corp. is seeking Retirement Benefit Specialists to provide retirement benefits guidance to union members. The role includes calculating payments, processing applications, and advising participants on benefits and estimates.

The position operates Monday–Friday, 8:00 AM–5:00 PM with pay at $30.10 per hour. The specialist will explain benefits, handle inquiries, and work with Fund Professionals to ensure proper administration of plans and timely communications to participants and

Formación

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

Responsabilidades

  • 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.

Conocimientos

Customer service
Retirement benefits knowledge
Taft-Hartley funds experience

Herramientas

Microsoft Word
Microsoft Excel

Descripción del empleo

Wilson-McShane Corp. is seeking Retirement Benefit Specialists to provide retirement benefits guidance to union members. The role includes calculating payments, processing applications, and advising participants on benefits and estimates.

The position operates Monday–Friday, 8:00 AM–5:00 PM with pay at $30.10 per hour. The specialist will explain benefits, handle inquiries, and work with Fund Professionals to ensure proper administration of plans and timely communications to participants and

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