Retirement Benefits Processor

Zenith American Solutions•Alameda, CA

19h

About The Position

The Retirement Benefits 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 the minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) required by the job description and role. The position requires maintaining knowledge of assigned plans, processing retirement benefit applications, researching service and credit histories, determining eligibility, communicating with participants and related parties, preparing correspondence, and updating retirement information systems. The processor may also assist with special projects and perform other assigned duties. The job involves prolonged periods of sitting at a desk and working on a computer, and may require lifting up to 15 pounds. Compensation is $22.00 per hour. Zenith American Solutions 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, verbally and in writing.
Strong understanding of discretion and appropriate handling of sensitive information.
Solid organization 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 information accuracy; 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 concerning 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.