Zenith American Solutions
Finance / FinServ
RetirementBenefitsSpecialist
Neural analysis suggests this role is
optimal for Entry candidates.
“Retirement Benefits Specialist at Zenith American Solutions. Skills: Retirement Benefits, Participant Inquiries, Benefit Processing. Processes retirement benefit 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.”
Industry & Context.
Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
Must be able to lift up to 15 pounds at times
What They're Looking For.
Must Have
High school diploma or GED, Six months experience working in a professional environment, Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages, Computer proficiency including MS Office tools and applications
Nice to Have
Bilingual English and Spanish, based on location needs, Prior retirement plan administration experience
What You'll Do.
Processes retirement benefit verifies the accuracy of information
researches or investigates past service
and insurance deductions.
Responds to inquiries from participants
and union representatives regarding retirement benefits.
Determines benefit eligibility and requests necessary documentation from unions
and the Social Security Administration to expedite processing.
Initiates and prepares correspondence to participants
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.
How You'll Work.
Communication Scope
Ability to communicate clearly and professionally, both verbally and in writing
Full Job Description
**Title:** Retirement Benefits Specialist**Department:** Pension **Union:** UFCW 3000 Bothell**Grade:** 6 **FLSA:** Non-exempt**Hours:** 40 ## Position Summary The Retirement Benefits 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 wit
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