Health and Welfare Technician, Pension Fund

3 months ago

Washington, United States Service Employees International Union Full time

Job Title: Health & Welfare Fund Technician Grade: TS5

Purpose:

This position is responsible for the maintenance of current collective bargaining

agreements for all employers participating in the Health and Welfare Fund, the review of

contracts with Local Unions and employers prior to contact expiration, maintenance of

Fund's delinquency system and cash contributions

Primary Responsibilities: (Any one position may not include all of the specific duties

and responsibilities listed. Examples provide a general summary of the work required

and should not be treated as a total and complete list of expected duties to be

performed by employees in the classification.)

Maintains the Fund's delinquency system; tracks delinquent accounts, sends

delinquency and discrepancy notices.

Reconciles monthly eligibility credit and totals deposits with the cash contribution

report.

Monitors, posts, and balances all incoming contributions to the Health and Welfare

Fund.

Receives daily reports from bank and mail; deposits all contributions into the Health

and Welfare Fund.

Posts daily remittance data to the on-line computer database.

Mails monthly remittance reports and enrollment cards.

Makes adjustments to accounts reconciling employer and employee credits.

Works with Auditing Department and legal counsel to track and post audit bills and

payments.

Processes requests for various reports and labels.

Coordinates the receipt of copies of local union collective bargaining agreements; to

analyze and summarize provisions pertaining to participants in SEIU health and

welfare programs.

Maintains database of rates, prepares reports on trend increases and supports Fund

employers and local unions with appropriate data to facilitate contract negotiations.

Works with legal advisers to ensure that collective bargaining agreements comply

with laws and policies; keeps them updated on delinquent accounts.

Answers inquiries from participants; resolves problems or issues.

Sends COBRA notices to participants and collects COBRA payments.

Maintains listing of annual notices and ensures that notices are mailed in a timely

manner.

Prepares and tracks Board polls of members for the Board of Trustees.

Performs other duties as required to support the department and its mission.

Direction and Decision Making:

This position reports to the Health and Welfare Administrator and the incumbent works

under general supervision.

Education and Experience:

Graduation high school and an associate degree in accounting or a related field and at

least two (2) years experience in the collections field of a benefits office.

Or a combination of education and experience that would provide for the following

knowledge, skills and abilities:

Knowledge of benefit fund operations and collections.

Knowledge of labor unions and their operations.

Knowledge of COBRA and ERISA rules and regulations.

Ability to work effectively with plan participants.

Ability to effectively handle sensitive situations.

Ability to receive data and make sound, logical conclusions.

Ability to perform data entry functions.

Skill in the use of personal computers

Skill in the use of Microsoft Office Suite including spreadsheet, database, and word

processing software.

Test Certifications:

Data Entry; Intermediate Microsoft Excel and Word; Typing test 40 wpm

Physical Requirements:

Work is generally performed in an office setting. May be required to work unusual hours

during peak periods.

Probationary Period:

Sixteen (16) calendar weeks

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