Benefits Consultant

Our client, Strategic Benefit Advisors, located in Dunwoody, has engaged us to find a Pension Benefits Consultant for their growing company. The ideal candidate will be an energetic team player, have top notch customer service skills, and possess a high degree of attention to detail. If you’re looking to work in a friendly office environment where everyone supports one another, then this job is for you

This position is in the office 5 days per week, 8:30-5:30pm.

Job Responsibilities

• Answering calls from pension participants in the plans of various companies
• Providing a high degree of personalized customer service to those participants
• Assisting the participants with their retirement process from initiation of retirement to beginning their payments
• Assisting participants with resolving issues with their data or in making changes to their data due to various life events
• Following up with participants and retirees to make sure any of their issues or changes are fully resolved and they are fully satisfied
• Preparing and mailing comprehensive packets to participants and retirees
• Reviewing and processing completed packets received back from participants
• Following up with participants for any missing information
• Performing tasks within a record keeping system necessary for the administration of pension plans
• Setting up pension payments for new retirees or making necessary changes to their payments
• Performing other tasks within the company to support other consulting projects for clients

Candidate Requirements

• Have exceptional customer service skills with previous experience in a service-oriented job
• Have good listening skills
• Enjoy talking to and assisting people including older individuals
• Accurately discern what participants are trying to convey
• Be detail oriented about data and financial information
• Have strong analytical and problem-solving skills
• Have good time management skills
• Desire to accurately execute and complete tasks in a timely manner
• Be a positive, energetic, self-motivated team player
• Be eager to learn
• Have good computer skills for Word and Excel at a minimum and quick to learn new software
• College degree a plus, but not required
• Previous pension plan administration is a plus, but not required

Compensation: Salary 50-55k-based upon relevant experience; a fantastic benefits package that can’t be beat; paid holidays; PTO.