Pension Estimator
About The Position
Are you a stickler for the details? Are you both a “numbers person” and “customer service oriented?” Are you looking for a new role that provides challenging and very satisfying work? If so, your next career move could be right around the corner at Northwest Administrators! What you'll be doing... As a pension retirement estimator, you will be assisting customers who are going through a significant change in their life—planning for retirement. Pension estimators help our customers understand their retirement benefits and prepare for the future. If hired as a pension benefit estimator, you will: Receive fully paid training on the estimator role, responsibilities, and process Assist our customers in planning for their retirement Determine customer eligibility and make sure benefits are accurate Generate estimates, work histories and benefit statements Provide timely follow-up with customers to obtain missing or incomplete information
Requirements
- Organized. Able to juggle and prioritize workloads, have strong analytical skills
- Communicator. Strong verbally and in writing including interpersonal skills
- Service Minded. Passionate about customer service--delivering it like you expect to receive it
- Detailed. Attentive to detail with excellent problem-solving skills
- Technically Savvy. Proficient with technology, intermediate level with Excel and Word
Nice To Haves
- Bilingual. Fluent in Spanish (highly preferred)
Responsibilities
- Assist customers in planning for their retirement
- Determine customer eligibility and make sure benefits are accurate
- Generate estimates, work histories and benefit statements
- Provide timely follow-up with customers to obtain missing or incomplete information
Benefits
- Union scale wages, raises every 6 months, starting at $22.85/hr up to $32.47/hr.
- Medical, Dental, Vision & Rx benefits
- Employer provided/fully funded Defined Benefit Pension
- Up to 8.6 days of Paid Leave and 10 Holidays
- Strong team environment with good work-life balance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
