Retirement Benefits Technician

zenithamerican; Sparks Corner (MD); On-site; USD 22,000 - 30,000; Full time

Job summary

Zenith American Solutions is seeking a Retirement Benefits Technician to provide administrative support for participant and Fund data, ensuring compliance with policies, regulatory requirements, and plan guidelines.

The role requires handling PHI/PII per job role, with duties including data entry, report generation, and communications with participants and fund professionals. Prolonged desk work with occasional lifting up to 15 pounds is expected.

Qualifications

• High school diploma or GED.
• No prior work experience required.
• Working understanding of databases.
• Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
• Good verbal and written communication skills.
• Computer proficiency including MS Office tools and applications with strong skills in Excel.

Responsibilities

• Runs various reports from retirement record keeping systems.
• Reviews and verifies data from multiple sources to ensure completeness. Researches missing or incorrect information.
• Enters updates to participant information into appropriate system.
• Communicates with participants, external fund professionals, or employer contacts as needed.
• Monitors monthly death notification file. Reviews and verifies information.
• Makes corrections as needed and updates participant information in appropriate system.
• Reviews uncashed check reports. Researches instances of unresolved checks or payments.
• Determines appropriate course of action based on findings; executes resolution.
• Communicates with participants, external fund professionals, or employer contacts as needed.
• Coordinates workflow to generate print for mass mailings.
• Responds to inquiries from participants, external fund professionals, or employer contacts.
• Performs other duties as assigned.

Skills

Excel

Databases

Communication

Reading/Interpretation

Education

High school diploma or GED

Tools

MS Office

Job description

Position Summary

The Retirement Benefits Technician provides administrative support associated with participant and Fund data in accordance with Company policies, regulatory requirements, and Plan guidelines.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities

• Runs various reports from retirement record keeping systems.
• Reviews and verifies data from multiple sources to ensure completeness. Researches missing or incorrect information.
• Enters updates to participant information into appropriate system.
• Communicates with participants, external fund professionals, or employer contacts as needed.
• Monitors monthly death notification file. Reviews and verifies information.
• Makes corrections as needed and updates participant information in appropriate system.
• Reviews uncashed check reports. Researches instances of unresolved checks or payments.
• Determines appropriate course of action based on findings; executes resolution.
• Communicates with participants, external fund professionals, or employer contacts as needed.
• Coordinates workflow to generate print for mass mailings.
• Responds to inquiries from participants, external fund professionals, or employer contacts.
• Performs other duties as assigned.

Minimum Qualifications

• High school diploma or GED.
• No specific work experience required.
• Working understanding of databases.
• Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
• Good verbal and written communication skills.
• Computer proficiency including MS Office tools and applications with strong skills in Excel.

Preferred Qualifications

• TPA or prior pension experience

Working Conditions/Physical Effort

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at [e-mail] , and we would be happy to assist you.

Please note that in compliance with certain state law, we are displaying salary. This rate is intended for hires into this location.

Compensation

Compensation: $19.00/hr

Zenith American Solutions

Real People. Real Solutions. National Reach. Local Expertise.

We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!

*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.