Retirement Benefits Specialist

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

Benefits offered by this job

Health, vision, and dental benefits

401(k) plan with company match

Paid time off

Job summary

Zenith American Solutions in California is seeking a Retirement Benefits Processor to perform technical and administrative duties processing retirement benefit inquiries and applications in line with plan guidelines and regulatory requirements.

You will handle data entry, verify information, respond to participants and beneficiaries, determine eligibility, and update records in information systems while maintaining strict privacy of PHI/PII.

Qualifications

• High school diploma or GED required.
• Six months experience in a professional environment preferred.
• Ability to read, analyze, and interpret business materials, benefit plans and regulations.
• Strong written and verbal communication skills.
• Sensitivity in handling PHI/PII and other confidential information.

Responsibilities

• Process retirement benefit applications and verify information and past service credits.
• Respond to inquiries from participants, beneficiaries, and unions via phone, email, or in person.
• Determine benefit eligibility and request necessary documentation from unions, employers, and SSA.
• Prepare correspondence on retirement history and monthly benefits.
• Perform data entry and corrections in information systems.

Skills

Customer service

Attention to detail

Communication skills

Discretion

Data entry

MS Office

Reading benefits plans

Education

High school diploma or GED

Tools

Microsoft Office Suite

Job description

Zenith American Solutions in California is seeking a Retirement Benefits Processor to perform technical and administrative duties processing retirement benefit inquiries and applications in line with plan guidelines and regulatory requirements.

You will handle data entry, verify information, respond to participants and beneficiaries, determine eligibility, and update records in information systems while maintaining strict privacy of PHI/PII.