Pension Processor

Zenith American Solutions•Earth City, MO

About The Position

The Pension Processor performs technical and administrative duties related to processing and verifying participants’ retirement benefit inquiries and applications in accordance with company policies, regulatory requirements, and plan guidelines. The role has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) based on its responsibilities. The position processes retirement applications, verifies participant information, determines benefit eligibility, responds to inquiries, maintains retirement data, and prepares correspondence. It also supports special projects and performs other duties as assigned. The job involves prolonged periods sitting at a desk and working on a computer, and may require lifting up to 15 pounds. Zenith American Solutions describes itself as the largest independent Third Party Administrator in the United States, operating more than 44 offices nationwide. The company offers health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off, and opportunities for growth.

Requirements

High school diploma or GED.
Six months of experience working in a professional environment.
Highly developed sense of integrity and commitment to customer satisfaction.
Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans, and regulations.
Ability to communicate clearly and professionally, both verbally and in writing.
Strong understanding of discretion and appropriate handling of sensitive information.
Solid organizational skills and attention to detail.
Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
Computer proficiency, including MS Office tools and applications.

Nice To Haves

Bilingual English and Spanish, based on location needs.
Prior retirement plan administration experience.

Responsibilities

Maintain current knowledge of assigned plans.
Scan applications and relevant documents into the appropriate system.
Process retirement benefit applications; verify information for accuracy and completeness; and research or investigate past service, related credits, and insurance deductions.
Respond directly or indirectly to inquiries from participants, beneficiaries, and union representatives about retirement benefits.
Determine benefit eligibility and request necessary documentation from unions, employers, and the Social Security Administration to expedite processing.
Initiate and prepare correspondence to participants, beneficiaries, employers, and others about general account information, retirement benefit history, and monthly retirement benefits.
Perform data entry and corrections to update members’ information.
Update retirement data in appropriate information systems.
Assist with special projects as requested by management.
Perform other duties as assigned.