Zenith American Solutions

Finance / FinServ

RetirementBenefitsSpecialist

$0–0k Bothell, Washington, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“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.

Finance / FinServ
Problems you'll solve

Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.

Eligibility Requirements

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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