Senior Retirement Benefits Specialist

2 weeks ago


Bothell, Washington, United States Zenith American Full time

Position: Retirement Benefits Processor, Sr

Department: Pension

Union: UFCW 3000 Bothell

Grade: 8

FLSA: Non-exempt

Hours per week: 40

Role Overview

The Senior Retirement Benefits Processor is responsible for executing complex technical and administrative functions associated with the evaluation and verification of retirement benefit inquiries and applications.

This role necessitates a commitment to maintaining data confidentiality and integrity, particularly when handling Protected Health Information (PHI) and Personally Identifiable Information (PII).

Key Responsibilities
  • Accurately processing retirement benefit applications and conducting necessary research.
  • Responding to inquiries from participants, beneficiaries, and union representatives regarding retirement benefits.
  • Assessing eligibility for benefits and gathering essential documentation to ensure timely processing.
  • Initiating communication with relevant parties and ensuring data accuracy and updates.
  • Managing Qualified Domestic Relations Orders (QDROs) and resolving any payment discrepancies.
  • Generating various reports and supporting special projects as required.
  • Effectively addressing escalated issues and assisting in the distribution of Annual Benefit Statements.
Essential Qualifications
  • High school diploma or GED.
  • At least two years of experience in retirement benefit processing.
  • Strong dedication to customer service and integrity.
  • Ability to interpret business documents, technical procedures, and regulations.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with a keen eye for detail.
  • Proficient in numerical calculations and computer operations.
Preferred Skills and Experience
  • Bilingual proficiency in English and Spanish, as required by location.
  • Previous experience in retirement plan administration and third-party administration roles.

*This job summary does not encompass all duties or responsibilities assigned to this role. Tasks may vary as business needs evolve.

Work Environment and Physical Demands
  • Extended periods of desk work and computer usage.
  • Occasional lifting of items up to 15 pounds.
Disability Support

In compliance with the Americans with Disabilities Act (ADA), Zenith American Solutions is dedicated to providing reasonable accommodations to qualified applicants or employees with disabilities upon request, barring undue hardship.

Benefits Offered:

Health Insurance, Flexible Spending Account, Life Insurance / AD&D, Short Term & Long Term Disability, Employee Assistance Program, Pension Plan, 401(k) Plan, Voluntary Supplemental Plans, Paid Time Off and Holidays.

Internal Candidates:

If you meet the outlined qualifications and are interested in this role, please proceed with the application process.

*Zenith American Solutions values diversity and is an Equal Opportunity Employer. Employment decisions are made based on qualifications, merit, and business requirements.



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