Retirement Benefits Technician
Zenith American Solutions, Inc., Bothell, WA, United States
Title:
Retirement Benefits Technician
Department:
Pension Accounting
Union:
UFCW 3000 Bothell
Grade:
4
Position Summary
The Retirement Benefits Technician provides administrative support associated with participant and Fund data in accordance with Company policies, regulatory requirements, and Plan guidelines.
Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role.
Key Duties and Responsibilities
Runs various reports from retirement record keeping systems.
Reviews and verifies data from multiple sources to ensure completeness.
Researches missing or incorrect information.
Enters updates to participant information into appropriate system.
Communicates with participants, external fund professionals, or employer contacts as needed.
Monitors monthly death notification file.
Reviews and verifies information.
Makes corrections as needed and updates participant information in appropriate system.
Reviews uncashed check reports.
Researches instances of unresolved checks or payments.
Determines appropriate course of action based on findings; executes resolution.
Communicates with participants, external fund professionals, or employer contacts as needed.
Coordinates workflow to generate print for mass mailings.
Responds to inquiries from participants, external fund professionals, or employer contacts.
Performs other duties as assigned.
Minimum Qualifications
High school diploma or GED.
No specific work experience required.
Working understanding of databases.
Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
Good verbal and written communication skills.
Computer proficiency including MS Office tools and applications with strong skills in Excel.
Preferred Qualifications
TPA or prior pension 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
Compensation: $26.86/hr
Benefits
Health, vision, and dental coverage.
Retirement savings 401(k) plan with company match.
Paid time off (PTO).
Opportunities for growth.
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Retirement Benefits Technician
Department:
Pension Accounting
Union:
UFCW 3000 Bothell
Grade:
4
Position Summary
The Retirement Benefits Technician provides administrative support associated with participant and Fund data in accordance with Company policies, regulatory requirements, and Plan guidelines.
Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role.
Key Duties and Responsibilities
Runs various reports from retirement record keeping systems.
Reviews and verifies data from multiple sources to ensure completeness.
Researches missing or incorrect information.
Enters updates to participant information into appropriate system.
Communicates with participants, external fund professionals, or employer contacts as needed.
Monitors monthly death notification file.
Reviews and verifies information.
Makes corrections as needed and updates participant information in appropriate system.
Reviews uncashed check reports.
Researches instances of unresolved checks or payments.
Determines appropriate course of action based on findings; executes resolution.
Communicates with participants, external fund professionals, or employer contacts as needed.
Coordinates workflow to generate print for mass mailings.
Responds to inquiries from participants, external fund professionals, or employer contacts.
Performs other duties as assigned.
Minimum Qualifications
High school diploma or GED.
No specific work experience required.
Working understanding of databases.
Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
Good verbal and written communication skills.
Computer proficiency including MS Office tools and applications with strong skills in Excel.
Preferred Qualifications
TPA or prior pension 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
Compensation: $26.86/hr
Benefits
Health, vision, and dental coverage.
Retirement savings 401(k) plan with company match.
Paid time off (PTO).
Opportunities for growth.
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