Pension Supervisor

Southern California United Food & Commercial Workers Unions and Food Employers Joint Benefit Funds A•Cypress, CA
•$71,000 - $91,000

About The Position

The Pension Supervisor provides direction, leadership, and supervision to the Pension team. The role serves as a subject matter expert and escalation point for resolving issues, while promoting effectiveness and productivity and ensuring benefits are processed accurately and on time. The supervisor manages team workflow, schedules, task assignments, and priorities; sets and communicates objectives; and supports employee performance through coaching, training, development, and corrective action when needed. The role helps ensure department goals, deadlines, controls, and compliance practices align with Fund plans, plan documents, applicable laws, Trust Fund policies, HIPAA guidelines, and confidentiality requirements. The supervisor also maintains departmental processes, identifies improvement opportunities, resolves complex issues, and provides performance reports and recommendations to management.

Requirements

  • High school diploma or GED required.
  • At least 3 years of supervisory experience.
  • At least 5 years of claims processing experience.
  • Strong knowledge of Fund and Pension Department policies and regulations, or ability to acquire that knowledge quickly.
  • Advanced knowledge of pension administration rules, regulations, and industry best practices.
  • Ability to interpret plan documents, regulations, and complex procedural requirements.
  • Strong analytical and problem-solving skills and ability to apply independent judgment.
  • Advanced proficiency in Microsoft Office, including Excel, Word, and Outlook.
  • Strong communication, leadership, and interpersonal skills, including ability to collaborate across organizational levels.
  • Support and adhere to the company’s mission, vision, and values.

Nice To Haves

  • Bachelor’s degree or equivalent combination of education and experience.

Responsibilities

  • Manage and oversee Pension team workflow, including creating schedules, delegating tasks, and prioritizing work.
  • Assess employee performance and provide coaching, training, and development; implement corrective actions as needed.
  • Ensure department goals, deadlines, and compliance standards align with Fund plans.
  • Onboard and train new hires so team members understand their roles.
  • Set and communicate team objectives.
  • Provide performance reports, evaluations, and recommendations to management.
  • Maintain and update departmental processes to ensure compliance with plan documents and applicable laws.
  • Identify opportunities to improve Pension Department processes.
  • Assist with processes that ensure appropriate controls and compliance.
  • Provide guidance and resolve complex departmental issues.
  • Promote positive team morale and collaboration.
  • Comply with Trust Fund policies, HIPAA guidelines, and confidentiality requirements.
  • Maintain regular and consistent attendance.
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