Retirement Benefits Processor

Zenith American Solutions, Inc.; Alameda (CA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Health, vision, dental coverage

401(k) with company match

PTO and growth opportunities

Job summary

Zenith American Solutions, Inc. is seeking a Retirement Benefits Processor to perform technical and administrative duties related to processing retirement benefit inquiries and applications in compliance with company policies and plan guidelines.

The position involves handling PHI/PII and maintaining data integrity. Responsibilities include processing benefit applications, verifying information, communicating with participants and unions, and updating multiple information systems.

Qualifications

• Requires a high school diploma or GED.
• Minimum six months of professional experience.
• Strong integrity and commitment to customer satisfaction.
• Ability to read, analyze, and interpret business materials, procedures, plans and regulations.
• Clear written and verbal communication skills.
• Discretion handling sensitive information.
• Excellent organizational skills and attention to detail.
• Ability to calculate figures, discounts, interest and percentages.
• Proficiency with MS Office applications.

Responsibilities

• Maintains current knowledge of assigned Plan(s).
• Processes retirement benefit applications; verifies information and researches past service and deductions.
• Responds to inquiries from participants, beneficiaries, and union representatives by phone, email, or in person.
• Determines benefit eligibility and requests necessary documentation to expedite processing.
• Prepares correspondence to participants, beneficiaries, and employers regarding account information.
• Performs data entry and updates members' information across systems.
• Updates retirement data in information systems.
• Assists with special projects as requested by management.
• Performs other duties as assigned.

Skills

Integrity

Customer service

Data entry

MS Office

Communication

Discretion

Organization

Attention to detail

Arithmetic

Analytical reading

Education

High school diploma or GED

Tools

MS Office

Job description

Position Summary

Position Summary The Retirement Benefits Processor performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and 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 Responsibilities

• Maintains current knowledge of assigned Plan(s).
• Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions.
• Responds to inquiries from participants, beneficiaries, and union representatives via telephone, electronic, or in-person, 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.

Minimum Qualifications

• High 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 Qualifications

• Bilingual English and Spanish, based on location needs.
• Prior retirement plan administration experience.

Working Conditions / Physical Effort

Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.

Disability Accommodation

Consistent 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.

Compensation

$22.00/hr

Benefits

• 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!

Business Information

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.

Company Culture

Our organizational culture is founded on principles of integrity, honesty and respect for all stakeholders, including our employees, clients, and business partners. With a low employee turnover rate and a high rate of internal promotions and transfers, the Zenith team is proud to be a part of an 80-year legacy of excellence.