Retirement Benefits Specialist: Inquiries & Eligibility

Zenith-American; Kansas City (MO); On-site; USD 60,000 - 86,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k) with company match

Paid time off (PTO)

Job summary

Zenith American Solutions is seeking a Retirement Benefits Specialist 2 to process retirement benefit applications and verify information. You will respond to inquiries from participants, beneficiaries, and unions, and determine eligibility based on plan guidelines.

The role requires data entry, updating retirement data in our systems, and preparing correspondence on account history and monthly benefits. Strong discretion and communication skills are essential.

Qualifications

• High school diploma or GED required.
• 1+ year of experience as a Retirement Benefits Specialist preferred.
• Strong attention to detail and data accuracy.
• Ability to handle PHI/PII with discretion.
• Excellent written and verbal communication.

Responsibilities

• Process retirement benefit applications and verify information.
• Respond to inquiries from participants, beneficiaries, and unions.
• Determine benefit eligibility and request necessary documentation.
• Prepare correspondence regarding account information and benefits.
• Perform data entry and update retirement data in systems.
• Assist with special projects as requested by management.

Skills

Attention to detail

Data entry

Communication skills

Discretion with sensitive info

Organization

Bilingual English and Spanish

Education

High school diploma or GED

Tools

MS Office

Job description

Zenith American Solutions is seeking a Retirement Benefits Specialist 2 to process retirement benefit applications and verify information. You will respond to inquiries from participants, beneficiaries, and unions, and determine eligibility based on plan guidelines.

The role requires data entry, updating retirement data in our systems, and preparing correspondence on account history and monthly benefits. Strong discretion and communication skills are essential.