RETIREMENT BENEFITS SPECIALIST

Wilson-Mcshane Corp.; Duluth (MN); Hybrid; USD 27,000 - 39,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

401(k)

Paid holidays and PTO

Employee Assistance Program

Job summary

Wilson-Mcshane Corp. in Duluth, MN is seeking a Retirement Benefit Specialist to support union members with retirement plans. The role entails calculating benefit payments, processing applications, and explaining benefits to participants.

You will handle high call volumes, coordinate with Fund Professionals, and ensure accurate interpretation of Plan Documents. Proficiency in Word/Excel and prior retirement benefits experience are preferred.

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

Retirement benefits knowledge

Taft-Hartley Funds experience

Tools

Microsoft Word

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 $24.00 per hour.

Essential duties and responsibilities include the following:

• 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.