Pension Processor 1

JOB TITLE: Pension Processor 1

DEPARTMENT: Pension Accounting

REPORTS TO: Tracy Thompson

JOB DUTIES:

Provides service to the participants of the Pension Funds administered by Zenith American Solutions.

Responsibilities include:


* Assists members with problems and questions regarding their pension by telephone, in person or by mail


* Conducts interviews, responds to general inquiries, conducts initial visit, follow-ups, and application processing, by appointment


* Reviews and explains application processing and documentation requirements, plan options, benefits, vesting, and eligibility status with participants


* Calculates pension benefit entitlements, estimates and finalizes files


* Performs various clerical duties (typing, filing, copying, microfilm & microfiche research, etc.) as required


* Documents participant interaction via utilization of the Get Next Tracking System (or its equivalent)


* Performs back-up functions of Level 1-4


* Prepares and types brief on disability applications and problem files


* Must meet the department's quality and production standards for this job, as provided on the work standards grid.

JOB REQUIREMENTS:

Minimum Education & Experience


* HS or GED


* Prior pension knowledge helpful


* Bilingual-Preferred

Mental/Visual concentration or Manual Dexterity

Requires normal concentration easily learned simple movements.

Computer Operations


* Must be Computer literate.


* Demonstrates strong working knowledge of Microsoft Excel & Word Typing skills to meet or exceed 35 WPM


* General knowledge of 10-key

Physical Work Environment


* Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.


* May be subject to interruptions.


* May be required to lift a maximum of 25 lbs.


* Meets established attendance and punctuality guidelines.

Customer Focus

Understand customer needs, both internal and external.

Quality Focus


* Looks for opportunities to provide the highest quality


* Maintains appropriate documentation


* Works with other employees/departments to ensure timely and quality service.

Analysis


* Strong analytical/problem solving


* Strong research


* Mathematical proficiency required.

Planning


* Solid organizational skills


* Lisens actively and communicates effectively with participants, co-workers, clients, employers and vendors.

Communication


* Solid written and verbal skills


* Listens actively and communicates effectively with, co-workers, clients, employers and vendors.

Interpersonal Relations


* Assists participants, co-workers, clients, employers and vendors in a friendly, courteous, and professional manner.


* Uses courtesy in communication and working with others.


* Works with other employees/departments to ensure timely and quality service.


* Patience and rapport...