Retirement Benefits Processor

Zenith American Solutions•Alameda, CA

About The Position

The Retirement Benefits Processor performs technical and administrative duties related to processing and verifying participants’ retirement benefit inquiries and applications. The role follows Company policies, regulatory requirements, and plan guidelines and has the minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) required for the job. The position maintains knowledge of assigned plans, processes applications, verifies information, researches service and related credits, and reviews insurance deductions. It responds to participant, beneficiary, and union representative inquiries, determines benefit eligibility, requests documentation, prepares correspondence, and updates member records and retirement data in information systems. The processor also assists with management-requested projects and performs other assigned duties. The work involves prolonged periods of sitting at a desk and working on a computer. The employee must be able to lift up to 15 pounds at times.

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, 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.
Process retirement benefit applications and verify the accuracy of information.
Research or investigate past service, related credits, and insurance deductions.
Respond by telephone, electronically, or in person to inquiries from participants, beneficiaries, and union representatives regarding 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 regarding 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.