Lead Retirement Benefits Processor

2 weeks ago

Bothell, United States Zenith American Full time

Title: Supervisor, Retirement Benefits Department: Pension

Bargaining Unit: NBU Grade: N/A

Position Type: Exempt Hours per Week : 40

Position Summary

The Supervisor, Retirement Benefits supervises daily operations of a Retirement Benefits team in accordance with Company guidelines, client needs, and regulatory requirements.

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


Key Duties and Responsibilities
  • Provides daily leadership and supervision to team consistent with management values and mission.
  • Assigns, distributes, and monitors quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements.
  • Develops staff through performance management, goal setting, training, and effective employee relations.
  • Communicates and implements changes in policies, procedures, and Plan guidelines. Ensures applicable training is delivered to support operational execution.
  • Oversees the processing of retirement benefit applications, calculations, and payments in accordance with Plan documents and regulatory requirements.
  • Conducts unit meetings on a regular basis to discuss updates and changes that affect operations such as new procedures, policies, or updates to Plan guidelines.
  • Provides status and production reports on processing metrics or applications status, as needed.
  • May perform final quality review of unusual or complicated retirement benefit calculations and balancing of monthly benefit payments.
  • May assist in the resolution of escalated calls or questions.
  • May attend Board of Trustee meetings to provide operational updates.
  • Performs other duties as assigned.
Minimum Qualifications
  • High school diploma or GED.
  • Four years of experience working in retirement benefits.
  • Working knowledge of defined benefit plans, defined contribution plans, 401(k) plans and benefits administration systems.
  • Exceptional team player with the confidence and integrity to earn client and internal team confidence quickly.
  • Proven ability to recruit, lead, and motivate a team to balance staffing strength with profitability and growth.
  • Excellent verbal and written communication skills, including interpersonal skills.
  • Exceptional analytical and problem resolution skills; ability to exercise independent, sound judgment.
  • Strong decision-making and organizational skills, with an attention to detail and the ability to optimize all available resources and deliver on multiple priorities.
  • Ability to effectively manage remote employees in diverse locations.
  • Must be willing to travel as business dictates.
  • Computer proficiency including Microsoft Office tools and applications.
Preferred Qualifications
  • Prior experience in a supervisory or lead role.
  • Experience working in a third-party administrator or Taft-Hartley environment.
  • Work experience related to quality control or process improvement.

*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.
  • Regular travel that may be overnight.
  • May be required to work remotely.
  • Must be able to lift up to 15 pounds at times.
Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at , and we would be happy to assist you.


Zenith American Solutions

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

We are currently looking for a dedicated, energetic Supervisor, Retirement Benefits with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions 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. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking 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

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more

Internals to Apply:

If you meet the minimum qualifications and are interested in applying for the above position, please submit an application.



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