Retirement Benefits Specialist: Inquiries & Processing

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

Benefits offered by this job

Health insurance

Vision insurance

Dental coverage

401(k) match

Paid time off

Job summary

Zenith American Solutions is seeking a Retirement Benefits Processor to handle technical and administrative tasks for participant retirement benefit inquiries and applications. You will verify information, research service credits, and respond to inquiries from participants and unions with professionalism.

The role requires a high school diploma or GED, at least six months in a professional environment, and strong data handling and communication skills.

Qualifications

• High school diploma or GED.
• Six months experience in a professional environment.
• Strong integrity and commitment to customer satisfaction.
• Ability to read, analyze, and interpret general business materials, procedures, plans, and regulations.
• Clear written and verbal communication skills.
• Discretion handling of sensitive information.
• Strong organization and attention to detail.
• Ability to calculate figures such as discounts, interest, and percentages.
• Proficiency with MS Office tools and applications.

Responsibilities

• Process retirement benefit applications and verify information accuracy.
• Respond to inquiries from participants, beneficiaries, and unions via phone, email, or in person.
• Determine benefit eligibility and request required documentation from unions, employers, and SSA.
• Prepare correspondence regarding account information, history, and monthly benefits.
• Perform data entry and correct member information in information systems.
• Assist with special projects as requested by management.
• Perform other duties as assigned.

Skills

Reading comprehension

Verbal and written communication

Discretion with sensitive data

Attention to detail

Data entry / MS Office proficiency

Education

High school diploma or GED

Tools

MS Office

Job description

Zenith American Solutions is seeking a Retirement Benefits Processor to handle technical and administrative tasks for participant retirement benefit inquiries and applications. You will verify information, research service credits, and respond to inquiries from participants and unions with professionalism.

The role requires a high school diploma or GED, at least six months in a professional environment, and strong data handling and communication skills.