Retirement Benefits Specialist

1 week ago

Wallingford, Connecticut, United States Zenith American Full time
Job Summary

We are seeking a highly skilled Retirement Benefits Specialist to join our team at Zenith American Solutions. As a key member of our pension administration team, you will be responsible for processing and verifying retirement benefit inquiries and applications in accordance with company policies, regulatory requirements, and plan guidelines.

Key Responsibilities
  • Process retirement benefit applications and verify the accuracy of information, researching or investigating past service, related credits, and insurance deductions.
  • Respond to inquiries from participants, beneficiaries, and union representatives regarding retirement benefits.
  • Determine benefit eligibility and request necessary documentation from unions, employers, and the Social Security Administration to expedite processing.
  • Initiate and prepare correspondence to participants, beneficiaries, employers, and others regarding general account information, retirement benefit history, and monthly retirement benefits.
  • Perform data entry and corrections to update members' information.
  • Update retirement data in appropriate information systems.
  • Assist with special projects as requested by management.
  • Perform other duties as assigned.
Requirements
  • 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.
  • Computer proficiency including MS Office tools and applications.
Preferred Qualifications
  • Bilingual English and Spanish, based on location needs.
  • Prior retirement plan administration experience.

Zenith American Solutions is an Equal Opportunity Employer. We do 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 applicable law.

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