Retirement Benefits Data Specialist

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

Job summary

Zenith American Solutions in Maryland is seeking a Retirement Benefits Technician to provide administrative support for participant and Fund data in accordance with policy, regulatory requirements, and plan guidelines.

You will work with PHI/PII access, run reports, verify data, and respond to inquiries from participants and fund professionals. Proficiency in MS Office, especially Excel, and strong written and verbal communication are essential.

Qualifications

• High school diploma or GED.
• No specific work experience required.
• Working understanding of databases.
• Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
• Good verbal and written communication skills.
• Computer proficiency including MS Office tools and applications with strong skills in Excel.

Responsibilities

• Runs various reports from retirement record keeping systems.
• Reviews and verifies data from multiple sources to ensure completeness.
• Researches missing or incorrect information.
• Enters updates to participant information into appropriate system.
• Communicates with participants, external fund professionals, or employer contacts as needed.
• Monitors monthly death notification file.
• Reviews and verifies information.
• Makes corrections as needed and updates participant information in appropriate system.
• Reviews uncashed check reports.
• Researches instances of unresolved checks or payments.
• Determines appropriate course of action based on findings; executes resolution.
• Communicates with participants, external fund professionals, or employer contacts as needed.
• Coordinates workflow to generate print for mass mailings.
• Responds to inquiries from participants, external fund professionals, or employer contacts.
• Performs other duties as assigned.

Skills

Database familiarity

Excel proficiency

Communication skills

Analytical reading

Education

High school diploma or GED

Tools

MS Office

Job description

Zenith American Solutions in Maryland is seeking a Retirement Benefits Technician to provide administrative support for participant and Fund data in accordance with policy, regulatory requirements, and plan guidelines.

You will work with PHI/PII access, run reports, verify data, and respond to inquiries from participants and fund professionals. Proficiency in MS Office, especially Excel, and strong written and verbal communication are essential.