Senior Retirement Benefits Specialist (PTO & 401k Match)

zenithamerican; Alameda (CA); In loco; USD 33.000 - 47.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401(k) plan

Paid time off

Descrizione del lavoro

Zenith American Solutions is seeking a Retirement Benefits Processor, Sr to perform advanced technical and administrative duties related to processing and verifying retirement benefit inquiries and applications. The role includes handling PHI/PII with appropriate access, responding to participant inquiries, and ensuring accurate benefit calculations.

The position involves data entry, updating systems, handling QDROs, and preparing various reports.

Competenze

• High school diploma or GED.
• Two years of experience processing retirement benefits.
• 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.
• Strong understanding of discretion and the appropriate handling of sensitive information.

Mansioni

• 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 SSA 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.
• Processes Qualified Domestic Relations Orders (QDROs).
• Prepares balance and run checks; reviews and resolves outstanding checks; recovers overpayments.
• Reviews retirement benefit exception list for suspension of benefits and recalculations.
• Prepares committee reports, board reports and monthly statistical reports.
• Resolves escalation
• Assists with production and distribution of Annual Benefit Statements.
• Assists with special projects as requested by management.

Conoscenze

Integrity

Customer service

Attention to detail

Communication skills

Discretion

Formazione

HS diploma or GED

Strumenti

MS Office

Descrizione del lavoro

Zenith American Solutions is seeking a Retirement Benefits Processor, Sr to perform advanced technical and administrative duties related to processing and verifying retirement benefit inquiries and applications. The role includes handling PHI/PII with appropriate access, responding to participant inquiries, and ensuring accurate benefit calculations.

The position involves data entry, updating systems, handling QDROs, and preparing various reports.