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Retirement Benefits Clerk

4 months ago

Oak Brook, United States Zenith American Full time

**Title**:Retirement Benefits Clerk **Department**:Pension
**Union**: UFCW 1546 **Grade**: 21
**FLSA**:Non-exempt **Hours per week**:40
**Date Posted**: 05/23/2024

**Position** **Summary**:

- "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."_

**Key** **Duties** **and** **Responsibilities**:

- Maintains current knowledge of assigned Plan(s).
- Reviews submitted documents for accuracy and completeness.
- Verifies that all required entries are completed.
- Verifies signatures have been provided where needed.
- Determines if additional or supplemental documentation is needed (e.g. QDRO, Social Security Earning report, historical data lookup).
- Contacts participants by phone or in writing to obtain missing documents or incomplete information.
- 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 with an attention to detail.
- Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.

**Preferred** **Qualifications**:

- Bilingual English and Spanish, based on location needs.
- Prior retirement plan administration experience.
- _Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice._

**Working** **Conditions/Physical** **Effort**:

- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift 15 pounds at times.

***Disability Accommodation**:
**ZAS's Mission, Vision & Values**

As a member of the ZAS team, each employee agrees to embrace and live out the mission, vision and core values of ZAS. The values we live and work by are:

- We focus on relationships
- We take risks thoughtfully
- Ethical behavior
- Performance and accountability
- We strive to win, but not at all costs

**Zenith American Solutions, Inc.**

**Real People. Real Solutions. National Reach. Local Expertise.**

Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We look for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American

**Internals to Apply**:

- _Zenith American Solutions is an Equal Opportunity Employer. Zenith does not discriminate on the basis of race, religion, color, sex, physical or mental disability, gender identity, sexual orientation, age, national origin, pregnancy, status as a parent, veteran status or any other basis covered by appropriate law. All employment decisions on the basis of qualifications, merit, and business need._