Retirement Benefits Processor - Detail-Oriented

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

Job summary

Zenith American Solutions in Alameda, CA is seeking a Retirement Benefits Processor to handle technical and administrative tasks related to retirement benefit inquiries and applications. The role requires handling PHI/PII with integrity and working within plan guidelines.

You will process benefit applications, verify details, respond to participant inquiries, determine eligibility, and prepare correspondence.

Qualifications

• High school diploma or GED.
• Six months experience 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.
• Computer proficiency including MS Office tools and applications.

Responsibilities

• 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 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.

Skills

Integrity

Customer service

Reading & interpretation

Written communication

Discretion

Detail oriented

Data entry

Education

High school diploma or GED

Tools

MS Office

Job description

Zenith American Solutions in Alameda, CA is seeking a Retirement Benefits Processor to handle technical and administrative tasks related to retirement benefit inquiries and applications. The role requires handling PHI/PII with integrity and working within plan guidelines.

You will process benefit applications, verify details, respond to participant inquiries, determine eligibility, and prepare correspondence.