Senior Retirement Benefits Specialist

Zenith American Solutions, Inc.; Kansas City (MO); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Paid time off (PTO)

401(k) with company match

Growth opportunities

Job summary

Zenith American Solutions is seeking a Retirement Benefits Specialist 2 to handle technical and administrative tasks related to processing retirement benefit inquiries and applications. The role requires handling PHI/PII with integrity and working within plan guidelines and regulatory requirements.

You will verify information, respond to participant inquiries, determine eligibility, and update data in information systems while maintaining confidentiality and accuracy in a collaborative

Qualifications

• High school diploma or GED.
• One year of experience working as a Retirements Benefits Specialist.
• Highly developed sense of integrity and commitment to customer satisfaction.
• Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
• Ability to communicate clearly and professionally, both verbally and in writing.

Responsibilities

• Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions.
• Responds to inquiries from participants, beneficiaries, and union representatives regarding retirement benefits.
• Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite processing.
• Initiates and prepares correspondence to participants, beneficiaries, employers and others regarding general account information, retirement benefit history, and monthly retirement benefits.
• Performs data entry and corrections to update members’ information.
• Updates retirement data in appropriate information systems.
• Assists with special projects as requested by management.
• Performs other duties as assigned.

Skills

Attention to detail

Data entry

Communication

MS Office proficiency

Education

High School Diploma or GED

Tools

MS Office

Job description

Zenith American Solutions is seeking a Retirement Benefits Specialist 2 to handle technical and administrative tasks related to processing retirement benefit inquiries and applications. The role requires handling PHI/PII with integrity and working within plan guidelines and regulatory requirements.

You will verify information, respond to participant inquiries, determine eligibility, and update data in information systems while maintaining confidentiality and accuracy in a collaborative