Pension Specialist

Job Description

Title: Pension Specialist Department: Associated Administrators

Position Type: Non-Exempt Hours per Week: 40

Position Summary

The Pension Specialist performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications 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


* Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions.


* Responds to inquiries from participants, beneficiaries, and union representatives regarding retirement benefits.


* Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite processing.


* Initiates and prepares correspondence to participants, beneficiaries, employers and others regarding general account information, retirement benefit history, and monthly retirement benefits.


* Performs data entry and corrections to update members' information.


* Updates retirement data in appropriate information systems.


* Assists with special projects as requested by management.


* Performs other duties as assigned.

Minimum Qualifications


* High school diploma or GED.


* Six months 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, 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.



*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job.

Duties, responsibilities and activities may change at any time with or without notice.
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 Soluti...