Retirement Benefits Specialist 2
Zenith American Solutions, Inc., Bothell, WA, United States
Title
Retirement Benefits Specialist 2
Department Pension Accounting
Union UFCW 3000 Bothell
Grade 7
Position Summary The Retirement Benefits Specialist 2 performs technical and administrative duties associated with 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) as described in the Job Description/Role. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may change at any time.
Key Duties and Responsibilities
Process retirement benefit applications; verify the accuracy of information, research or investigate past service, related credits, and insurance deductions.
Respond to inquiries from participants, beneficiaries, and union representatives via telephone, electronic, or in-person 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.
Minimum Qualifications
High school diploma or GED.
One year of experience working as a Retirements Benefits Specialist.
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 the appropriate handling of sensitive information.
Solid organization skills with an attention to detail.
Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
Computer proficiency including MS Office tools and applications.
Preferred Qualifications
Bilingual English and Spanish, based on location needs.
Prior retirement plan administration experience.
Working Conditions / Physical Effort
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Disability Accommodation Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at recruiting@zenith-american.com , and we would be happy to assist you.
Compensation Salary: $28.81/hr
Company Information Zenith American Solutions is the largest independent Third Party Administrator in the United States and operates over 44 offices nationwide. We invite you to consider bringing your talents to our team. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), and many opportunities for growth.
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Department Pension Accounting
Union UFCW 3000 Bothell
Grade 7
Position Summary The Retirement Benefits Specialist 2 performs technical and administrative duties associated with 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) as described in the Job Description/Role. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may change at any time.
Key Duties and Responsibilities
Process retirement benefit applications; verify the accuracy of information, research or investigate past service, related credits, and insurance deductions.
Respond to inquiries from participants, beneficiaries, and union representatives via telephone, electronic, or in-person 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.
Minimum Qualifications
High school diploma or GED.
One year of experience working as a Retirements Benefits Specialist.
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 the appropriate handling of sensitive information.
Solid organization skills with an attention to detail.
Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
Computer proficiency including MS Office tools and applications.
Preferred Qualifications
Bilingual English and Spanish, based on location needs.
Prior retirement plan administration experience.
Working Conditions / Physical Effort
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Disability Accommodation Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at recruiting@zenith-american.com , and we would be happy to assist you.
Compensation Salary: $28.81/hr
Company Information Zenith American Solutions is the largest independent Third Party Administrator in the United States and operates over 44 offices nationwide. We invite you to consider bringing your talents to our team. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), and many opportunities for growth.
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