Retirement Processing Assistant (Bridgeton, MO)
BeneSys, Bridgeton, MO, United States
Retirement Processing Assistant
The Retirement Processing Assistant is a full-time position in which an extremely organized individual is responsible for preparing, reviewing and processing incoming retirement and deceased participant applications. Responds to incoming telephone and walk in inquiries about retirement and death benefits.
Essential Duties and Responsibilities
Receive incoming retirement and death applications.
Review each application for eligibility and completeness.
Research incomplete applications by contacting the applicant to request missing documents
Assist callers and walk ins with questions regarding:
Eligibility for benefits
Applying for benefits
Payout process
Communicate with outside vendors as needed to process payments of benefits.
Ability to multi-task well and remain organized.
Regular and predictable attendance is an essential function of this job
Required Skills
Superior communication skills and keen observation are essential. Must pay careful attention to document details. Ability to apply common sense to carry out detailed written or oral instructions. Excellent customer service skills are a must.
Education and/or Experience
High School diploma or GED equivalent.
Language Skills
Ability to comprehend written materials such as plan documents and legal correspondence. Communicate professionally, tactfully and clearly with participants, fellow employees and other professionals.
Mathematical Skills
Ability to apply concepts of basic addition, subtraction, multiplication, division and algebra. Must be able to understand and apply knowledge of decimals, fractions, and percentages.
Reasoning Skills
Ability to apply common sense to carry out detailed written or verbal instructions. Ability to assess and analyze production results for accuracy and efficiency.
Computer Skills
Working knowledge of Microsoft Office products, especially Excel, Word, and Outlook are essential, exposure to SharePoint is a plus.
Physical Demands
Occasional lifting of paperwork, files, and printer paper.
Work Environment
High-volume, fast-paced and noisy.
Work Schedule
Full time. Monday - Friday, 7:30am - 4:30pm. Required in office (no at-home days).
Competitive Benefits and Compensation Package
15 days Paid Time Off (PTO) during first full calendar year
12 paid holidays
Medical, dental, and vision insurance, with option for dependent coverage
Company-paid basic life, short-term disability, long-term disability, and AD&D insurance
401k with employer match
Flexible spending accounts
Tuition reimbursement program
Career development opportunities
Referral bonus for successful candidates
Annual opportunities for increases
Pay Hourly rate ranges from $18.00 - $20.00. Actual rate dependent on location, skills, education, experience and other business factors.
Our Culture
BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees' successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential.
Core Values
Collaboration: working together across 31 locations to achieve the best for the company and our clients
Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
Integrity: doing what we say we will do. Upholding strong ethical and moral principles
ADA & EEO Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.
The Retirement Processing Assistant is a full-time position in which an extremely organized individual is responsible for preparing, reviewing and processing incoming retirement and deceased participant applications. Responds to incoming telephone and walk in inquiries about retirement and death benefits.
Essential Duties and Responsibilities
Receive incoming retirement and death applications.
Review each application for eligibility and completeness.
Research incomplete applications by contacting the applicant to request missing documents
Assist callers and walk ins with questions regarding:
Eligibility for benefits
Applying for benefits
Payout process
Communicate with outside vendors as needed to process payments of benefits.
Ability to multi-task well and remain organized.
Regular and predictable attendance is an essential function of this job
Required Skills
Superior communication skills and keen observation are essential. Must pay careful attention to document details. Ability to apply common sense to carry out detailed written or oral instructions. Excellent customer service skills are a must.
Education and/or Experience
High School diploma or GED equivalent.
Language Skills
Ability to comprehend written materials such as plan documents and legal correspondence. Communicate professionally, tactfully and clearly with participants, fellow employees and other professionals.
Mathematical Skills
Ability to apply concepts of basic addition, subtraction, multiplication, division and algebra. Must be able to understand and apply knowledge of decimals, fractions, and percentages.
Reasoning Skills
Ability to apply common sense to carry out detailed written or verbal instructions. Ability to assess and analyze production results for accuracy and efficiency.
Computer Skills
Working knowledge of Microsoft Office products, especially Excel, Word, and Outlook are essential, exposure to SharePoint is a plus.
Physical Demands
Occasional lifting of paperwork, files, and printer paper.
Work Environment
High-volume, fast-paced and noisy.
Work Schedule
Full time. Monday - Friday, 7:30am - 4:30pm. Required in office (no at-home days).
Competitive Benefits and Compensation Package
15 days Paid Time Off (PTO) during first full calendar year
12 paid holidays
Medical, dental, and vision insurance, with option for dependent coverage
Company-paid basic life, short-term disability, long-term disability, and AD&D insurance
401k with employer match
Flexible spending accounts
Tuition reimbursement program
Career development opportunities
Referral bonus for successful candidates
Annual opportunities for increases
Pay Hourly rate ranges from $18.00 - $20.00. Actual rate dependent on location, skills, education, experience and other business factors.
Our Culture
BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees' successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential.
Core Values
Collaboration: working together across 31 locations to achieve the best for the company and our clients
Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
Integrity: doing what we say we will do. Upholding strong ethical and moral principles
ADA & EEO Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.