Benefits Administration Services Associate
About The Position
Assist participants that are scheduled for appointments regarding their retirement packages, including explanations of available options and required documentation. Research and resolve participant inquiries by reviewing account details, plan provisions, and system records. Document all calls, actions taken, and resolutions accurately in the system. Maintain confidentiality and comply with all regulatory, privacy, and company policies. Escalate complex or unresolved issues to the appropriate department when necessary. Assist with incoming calls from participants regarding retirement and pension benefits in a professional and courteous manner. Responsible for managing inbound calls, checking on stop and reissuing cases, managing inboxes, working on death kits, and collaborating with the team. Provide information on pension eligibility, benefit calculations, and payment timelines.
Requirements
- Have a High School Diploma, or equivalent
- Be able to successfully pass a criminal background check and drug test
- Must have strong organization skills
- Must have excellent Time management skills
- Must have strong customer service mindset with clear, professional communication and the ability to follow instructions accurately
Responsibilities
- Assist participants that are scheduled for appointments regarding their retirement packages, including explanations of available options and required documentation
- Research and resolve participant inquiries by reviewing account details, plan provisions, and system records
- Document all calls, actions taken, and resolutions accurately in the system
- Maintain confidentiality and comply with all regulatory, privacy, and company policies
- Escalate complex or unresolved issues to the appropriate department when necessary
- Assist with incoming calls from participants regarding retirement and pension benefits in a professional and courteous manner
- Responsible for managing inbound calls
- Checking on stop and reissuing cases
- Managing inboxes
- Working on death kits
- Collaborating with the team
- Provide information on pension eligibility, benefit calculations, and payment timelines
Benefits
- health insurance coverage
- voluntary dental and vision programs
- life and disability insurance
- a retirement savings plan
- paid holidays
- paid time off (PTO) or vacation and/or sick time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
