Retirement Benefits Clerk

Zenith-American; Pittsburgh (Allegheny County); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Health benefits

Retirement plan 401(k) with company 4%

Paid time off

Job summary

Zenith American Solutions is seeking a Retirement Benefits Clerk to verify and process retirement benefits applications in accordance with plan guidelines. The role involves reviewing documents, obtaining missing information, and communicating with participants to ensure complete and accurate submissions.

Qualified candidates will have a high school diploma or GED, at least six months in a professional setting, and strong discretion handling sensitive information.

Qualifications

• Six months experience in a professional environment.
• Ability to read, analyze, and interpret general business materials.

Responsibilities

• Maintains current knowledge of assigned Plan(s).
• Verifies all required documents are received to process applications.
• Reviews submitted documents for accuracy and completeness.
• Verifies signatures where needed and determines if additional documentation is required.
• Contacts participants to obtain missing information and forwards completed applications for processing.
• Resolves escalated issues and assists with special projects as requested.

Skills

Customer service

Attention to detail

MS Office

Verbal and written communication

Discretion

Education

High school diploma or GED

Tools

MS Office

Job description

Position SummaryThe Retirement Benefits Clerk performs administrative and clerical duties associated with the verification of participants’ retirement benefits 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 ResponsibilitiesMaintains current knowledge of assigned Plan(s).Verifies all required documents are received to process application.Reviews submitted documents for accuracy and completeness.Verifies that all required entries are completed.Verifies signatures have been provided where needed.Determines if additional or supplemental documentation is needed (e.g. QDRO, Social Security Earning report, historical data lookup).Contacts participants by phone or in writing to obtain missing documents or incomplete information.Forwards completed applications for processing.Identifies applications that require additional review and forwards to appropriate internal department.Conducts research and validation of submitted documents when needed.Resolves escalated issues and inquiries.Assists with special projects as requested by management.Performs other duties as assigned.Minimum QualificationsHigh 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 QualificationsBilingual 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 EffortProlonged periods of sitting at a desk and working on a computer.Must be able to lift 15 pounds at times.Disability AccommodationConsistent 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.Zenith American SolutionsReal 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!