RETIREMENT BENEFITS SPECIALIST

Wilson-Mcshane Corp.; Duluth (MN); On-site; USD 31,000 - 43,000; Full time

Benefits offered by this job

Health insurance

Prescription drug coverage

Dental plan

Vision insurance

Pet insurance

401(k) plan

Paid holidays

Paid time off

Employee Assistance Program

Job summary

Wilson-McShane Corp. in Duluth, MN is seeking a Retirement Benefit Specialist to help unions and plan participants. You will calculate benefit payments, process applications, and explain benefits with clear estimates.

This non-exempt role offers a Monday–Friday schedule from 8:00 AM to 5:00 PM, with benefits including health, dental, 401(k), paid holidays and paid time off, and access to employee assistance. Prior retirement benefits experience is a plus.

Qualifications

• Proficient in Microsoft Word and Excel.
• Previous customer service experience preferred.
• Previous retirement benefits experience preferred.
• Experience with Taft-Hartley Funds preferred.

Responsibilities

• Calculate and prepare retirement benefit payment amounts
• Process retirement benefit applications
• Explain retirement benefits to participants and provide participants with benefit estimates
• Answer high volume of incoming participant calls relating to the Pension Plans
• Regularly meet with participants to answer questions related to their retirement benefits, and communicate with other Fund Professionals as needed
• Interpret and administer retirement benefits as outlined in Plan Documents
• Draft and mail correspondence to participants and beneficiaries regarding retirement benefits
• Other duties and projects as assigned

Skills

Customer service

Taft-Hartley Funds experience

Tools

Microsoft Word

Microsoft Excel

Job description

Description

Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. Whether it be a person planning on retiring or an individual that has been retired for some time, our specialists ensure that they receive the assistance and benefits that they have worked so hard for!

The schedule is Monday-Friday, 8:00 AM to 5:00 PM with a compensation of $26.85 per hour.

Essential duties and responsibilities

• Calculate and prepare retirement benefit payment amounts
• Process retirement benefit applications
• Explain retirement benefits to participants and provide participants with benefit estimates
• Answer high volume of incoming participant calls relating to the Pension Plans
• Regularly meet with participants to answer questions related to their retirement benefits, and communicate with other Fund Professionals as needed
• Interpret and administer retirement benefits as outlined in Plan Documents
• Draft and mail correspondence to participants and beneficiaries regarding retirement benefits
• Other duties and projects as assigned

The Retirement Benefits position is a non-exempt position and includes benefits such as the following

• Low Deductible Health, Prescription Drug and Dental Benefits
• Voluntary Vision, Accident, Critical Illness and Pet Insurance
• 401(k) and Roth 401(k)
• Paid Holidays and Paid time off
• Employee Assistance Program, including access to confidential counseling (virtual and in-person)

To perform the job successfully, an individual should have the following qualifications

• Proficient in Microsoft Word and Excel.
• Previous customer service experience preferred.
• Previous retirement benefits experience preferred.
• Experience with Taft-Hartley Funds preferred.