Benefits Outreach Coordinator (Pension, Health & Welfare)

Church Pension Group Services Corporation•New York, NY

3d•$61,000 - $75,000•Hybrid

About The Position

The Benefits Outreach Coordinator will oversee and manage life events in support of the Pension, Health and Welfare and Church Life services. The Benefits Outreach Coordinator ensures the adherence to procedures and policies ensuring the effective delivery of benefits to eligible Participants, Administrators, Bishops and other Diocesan leadership. The job also requires the candidate to collaborate with various areas of the organization in order to complete required tasks.

Requirements

Intermediate knowledge of Microsoft Excel, and Word
Excellent analytical, communication (verbal and written), interpersonal and organizational skills
Experience with Pension and/or Health & Welfare benefits plans
Ability to expeditiously process all transactions and provide follow-up as required
With minimal supervision must plan and accomplish assigned tasks and goals
Strong knowledge of the organizational structure and functional responsibilities of the office, interrelated areas and organizations, and workflow procedures
Demonstrates exemplary organizational acumen
Ability to establish and maintain effective and cordial relationships with parish/ diocesan administrators
Ability to effectively communicate, both orally and written
Demonstrate the ability to multi-task and be responsive to client needs as they arise
Ability to work as a team member and achieve team goals in a “customer-focused” environment

Nice To Haves

Understanding of the nature and policy of Episcopal Church is a plus
Bilingual English/Spanish a plus

Responsibilities

Follow through, end-to-end, from inception of all Life Events including but not limited to marriage, divorce, birth of a child, adoption, death, salary change, and new assignment.
Research and resolution of complex situations. Provides a full range of client services for more complex situations, using originality and ingenuity in determining the necessary course of action for each client within reasonable plan guidelines
Ability to expeditiously process and manage all transactions, transactional systems (such as CRM). Assures accurate documentation for all activities and provides follow up as required.
Understands all benefit calculation processes and its data requirements. Ensures that all transactions affecting participant records are processed on a timely basis.
Utilizes transactional system(s) to obtain necessary information to answer questions and provide information to members, administrators and various company personnel. Handles benefit issues and questions related to life events, and plan issues. Initiates changes, corrections, or other actions. Documents all activity and maintains accurate records.
Work within the plan guidelines in identifying and resolving issues.
Phone resource on the dedicated Administrator phone line.
Research and perform Root Cause Analysis on customer satisfaction survey responses in various client surveys.
Handles escalated calls from angry/irate callers to resolution.
Develops and maintains relationships with key individuals.
Generate and maintain data system for purposes of tracking and data reporting for parish/diocesan administrators.
Conducts QA on work items completed by team members to ensure accuracy in a peer-to-peer review.