Pension Claims Processor

InvigorateHR•Indianapolis, IN

5d•Hybrid

About The Position

Are you a detail-oriented benefits professional who takes pride in getting it right—every time? Do you find purpose in work that directly impacts working families—helping union members and retirees navigate one of the most important transitions of their lives? Do you thrive in a specialized environment where your expertise in pension administration, ERISA compliance, and participant services is genuinely valued? If so, we want to hear from you. Why This Role Is Different At Sheet Metal Workers Local 20 Benefit Funds, our work is never just about numbers—it’s about the people behind them. We serve 3,500+ active members, 1,500+ retirees, and nearly 2,100 pension plan participants and beneficiaries who have spent their careers building America’s infrastructure. As our Pension Claims Processor, you will be their trusted guide through the retirement process, ensuring they receive the benefits they’ve earned—accurately, on time, and with genuine care.

Requirements

Minimum of 5 years of experience administering Defined Benefit pension plans; Taft-Hartley or multiemployer plan experience strongly preferred
Demonstrated knowledge of ERISA, pension regulations, and plan document interpretation
Proficiency with pension administration software and Microsoft Office Suite (Excel, Word)
Strong analytical and mathematical skills, including the ability to calculate complex benefit formulas
Exceptional attention to detail and accuracy, with the ability to manage high volumes under deadline pressure
Strong verbal and written communication skills; ability to explain complex benefit information clearly to diverse audiences
Demonstrated ability to handle confidential participant information with integrity and discretion

Nice To Haves

Experience with union trust funds or employee benefits administration firms
Professional designations such as CEBS, ASPPA credentials, or related certifications—or willingness to pursue
Familiarity with Taft-Hartley industry practices and multiemployer plan governance
Service-Oriented: You approach every interaction with patience, empathy, and professionalism
Detail-Driven: You hold yourself to the highest standard of accuracy—because the people depending on you deserve nothing less
Adaptable: Comfortable navigating the unique dynamics of a union environment with diverse stakeholders
Collaborative: A team player who communicates well across all levels of the organization
Analytical: Able to interpret complex plan documents, regulations, and financial data with confidence

Responsibilities

Serve as the primary point of contact for plan participants regarding pension inquiries, application status, and benefit information
Review, evaluate, and process retirement, disability, and survivor benefit applications in accordance with plan rules and governing documents
Verify participant eligibility, perform benefit calculations, and prepare written correspondence and award notices
Guide participants through application requirements, payment options, and plan provisions with a service-oriented approach
Respond to participant inquiries in a timely, accurate, and professional manner, both verbally and in writing
Maintain and update participant records in pension administration systems, ensuring accuracy and completeness
Coordinate with contributing employers to reconcile contribution data and resolve discrepancies affecting participant eligibility or benefit calculations
Process Qualified Domestic Relations Orders (QDROs), beneficiary designations, and participant status changes
Prepare and distribute required plan notices and correspondence to participants and beneficiaries
Support annual actuarial valuations, external audits, and government filings, including Form 5500 preparation
Assist with internal controls, plan governance documentation, and compliance recordkeeping
Remain current on ERISA regulations, pension laws, and plan document updates affecting participant administration