Pension Enrollment and Eligibility Representative

UnitedHealth Group • Indianapolis, IN

4d • $20 - $36 • Onsite

About The Position

UMR, UnitedHealthcare’s third-party administrator (TPA) solution, is the nation’s largest TPA. When you work with UMR, what you do matters. It's that simple . . . and it's that rewarding. In providing consumer - oriented health benefit plans to millions of people; our goal is to create higher quality care, lower costs and greater access to health care. Join us and you will be empowered to achieve new levels of excellence and make a profound and personal impact as you contribute to new innovations in a vital and complex system. Opportunities are endless for your career development and advancement within UMR due to our record-breaking growth. Regardless of your role at UMR, the support you feel all around you will enable you to do what you do with energy, quality, and confidence. So, take the first step in what is sure to be a fast - paced and highly diversified career. What are the reasons to consider working for UnitedHealth Group? Put it all together - competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. As a Pension Enrollment and Eligibility Representative, you will be responsible for administering union-sponsored pension plans. Key responsibilities include verifying participant eligibility, responding to inquiries, preparing correspondence for members and employers, processing contributions and monthly checks, and reconciling reports to resolve discrepancies. You will work directly with individuals preparing for retirement and retirees receiving pension benefits, ensuring accurate benefit calculations and providing clear guidance on plan provisions. Additional duties include processing retiree applications, monitoring contribution discrepancies, and maintaining compliance with ERISA and plan rules. You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Requirements

• High School Diploma / GED OR equivalent work experience
• Must be 18 years of age OR older
• 1+ years of experience in Pension Administration or a similar role, including responsibilities such as billing reconciliation, posting deposits, and managing accounts receivable.
• 1+ years of experience in an office setting using the telephone and computer as the primary instruments for analyzing and solving customer problems and inquiries
• Experience using Microsoft Excel (ability to create, edit, save, send, sort, filter, enter data, and use basic formulas in spreadsheets)
• Experience with Microsoft Windows, including mouse and keyboard skills (data entry, open documents, save documents) including the ability to learn new and complex computer system applications.
• Must work on-site at the office located at 230 Lexington Green, Suite 400, Lexington, KY 40503 OR 7440 Woodland Dr, Indianapolis, IN
• Must reside within 90 miles of the office location 230 Lexington Green, Suite 400, Lexington, KY 40503 OR 7440 Woodland Dr, Indianapolis, IN
• Ability to work our normal business hours of 8:00 AM - 5:00 PM EST. It may be necessary, given the business need, to work occasional overtime or weekends

Nice To Haves

• Experience in finance / accounting area
• Experience using Eligibility software
• Experience of Taft - Hartley or Union Benefit Administration
• Experience with reconciling bank accounts
• Experience working with ERISA Compliant Benefit Funds
• Experience with QuickBooks
• Experience with working in a fast - paced multi - tasking environment
• Detail Oriented, Quick Learner, Team Oriented
• Good written and verbal communication skills
• Good mathematical skills
• Flexible
• Self-Motivated
• Strong organizational skills

Responsibilities

• Administration of Union-Sponsored Benefits, including health and welfare and pension
• Collection of data from participants to determine eligibility
• Answer questions via telephone and email to convey information regarding the provisions of the pension and health and welfare plans.
• Create various types of members or employer correspondence including letters and emails.
• Collection and data entry of participant hours worked and contribution amounts.
• Handle processing of monthly check processing and mailing
• Analytical and Researching techniques.
• Reconcile reports and payment discrepancies, analyze transactional data
• Work directly with individuals preparing for retirement and those already retired who are receiving pension benefits, ensuring accurate benefit calculations and providing clear guidance on plan provisions.
• Processing retiree applications, monitoring contribution discrepancies, and maintaining compliance with ERISA and plan rules.
• Perform basic clerical functions with proficient PC and Excel Skills

Benefits

• Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays
• Medical Plan options along with participation in a Health Spending Account or a Health Saving account
• Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage
• 401(k) Savings Plan, Employee Stock Purchase Plan
• Education Reimbursement
• Employee Discounts
• Employee Assistance Program
• Employee Referral Bonus Program
• Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees