Supervisor, Retirement

Amalgamated Life; City of White Plains (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Amalgamated Life, located in White Plains, New York, is seeking a Supervisor for the Benefits Payment team in the Retirement Department. This role involves overseeing payment processing, tax deductions, and team management to ensure the distribution of benefits aligns with company standards.

The ideal candidate will have a Bachelor's Degree and 3-4 years of experience in a relevant field, demonstrating proficiency in Microsoft Office and excellent communication skills.

Qualifications

• 3 to 4 years of prior experience, preferably in retirement or pension.
• Ability to manage staff effectively.
• Capable of making timely decisions and managing Office tasks.

Responsibilities

• Oversee the Benefits Payment business unit.
• Supervise and train staff for effective operations.
• Run reports from Salesforce and Vitech on a weekly basis.

Skills

Supervising staff

Time Management

Microsoft Office proficiency

Education

Bachelor's Degree

Tools

Salesforce

Vitech

Job description

Overview

The Supervisor will oversee the Benefits Payment business unit in the Retirement Department. The Benefits Payment team is responsible for, but not limited to, the distribution and reconciliation of benefits for all retirement funds. This includes processing of payment setups and tax deductions, fraud prevention programs and tax statement distribution. The supervisor will also support the Communication Management and Document Management Teams, and assist management on annual projects, running reports from various systems to provide required information for clients, and dealing with government agencies (DOL, SSA, etc) – both in writing and phone.

Responsibilities

• Supervise subordinates: assign tasks, maintain office professionalism & monitor performance
• Executing tactical plans given from Management to achieve department goals
• Respond to written and phone inquiries from government agencies, auditors, joint boards, attorneys, and participants in a timely manner.
• Run reports & exports from Salesforce and Vitech on a weekly basis to manage team metrics.
• Work with other departments to best coordinate required information.
• Review and Manage ABC Portal inquiries
• Prepare the trainings needed for staff and SOPs to be developed
• Onboard staff and integrate them into their roles
• Supervise Year End Tax process and Vacation Checks process
• Provide operational support and oversight for the Communication Management and Document Management Team to ensure timely mailing campaigns, document intake, and workflow coordination.

Qualifications

• Bachelor experience preferred
• 3 to 4 years prior experience, preferably pension
• Managing staff
• Making sound and timely decisions always bearing in mind the needs of the department
• Time Management/ Ability to work independently
• Must be proficient in Microsoft Office – especially Excel and Word
• Occasionally available to work on Saturdays as needed