Senior Retirement Benefits Specialist

Zenith American Solutions, Inc.; Alameda (CA); On-site; USD 39,000 - 41,000; Full time

Job summary

Zenith American Solutions, Inc. is seeking a Retirement Benefits Processor, Sr. to perform advanced duties in processing and verifying participants' retirement benefit inquiries and applications.

You will handle sensitive information with integrity and provide accurate, timely responses to participants, beneficiaries, and unions. This role requires strong attention to detail, data entry accuracy, and the ability to work with various information systems to update retirement records and generate

Qualifications

• High school diploma or GED.
• Two years of experience processing retirement benefits.
• Integrity and commitment to customer satisfaction.
• Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
• Clear verbal and written communication.
• Discretion handling of sensitive information.
• Strong organization skills with attention to detail.
• Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
• Computer proficiency including MS Office tools.

Responsibilities

• Processes retirement benefit applications; verifies information and researches past service and deductions.
• Responds to inquiries from participants, beneficiaries, and unions via telephone, electronic, or in-person.
• Determines benefit eligibility and requests necessary documentation from unions, employers, and SSA.
• Prepares correspondence regarding account information, retirement history, and monthly benefits.
• Performs data entry and updates member information in systems.
• Processes QDROs (Qualified Domestic Relations Orders).
• Prepares balance and run checks; reviews and recovers overpayments.
• Assists with special projects as requested by management.

Skills

Integrity

Discretion

Customer service

Communication

Attention to detail

Mathematical ability

Reading & interpretation

MS Office

Education

High school diploma or GED

Tools

MS Office

Job description

Zenith American Solutions, Inc. is seeking a Retirement Benefits Processor, Sr. to perform advanced duties in processing and verifying participants' retirement benefit inquiries and applications.

You will handle sensitive information with integrity and provide accurate, timely responses to participants, beneficiaries, and unions. This role requires strong attention to detail, data entry accuracy, and the ability to work with various information systems to update retirement records and generate