Job Description

Job Description

Job Description

Overview:

Under the direction of the Pension Department Manager, the Pension Associate will perform specialized duties which require attention to detail and a thorough understanding of applicable rules and procedures. The job duties will include but are not limited to: customer service, data reconciliation, generating and interpreting reports, processing applications for benefits, ensuring quality service delivery to plan participants and beneficiaries. The Pension Associate is a full-time position, with a core work schedule of Monday through Friday, 8:00 AM – 5:00 PM. Schedule may change depending on departmental needs.

Position Functions and Responsibilities:

• Determine initial benefit eligibility and process retirement and death benefit applications.
• Respond to inquiries from participants, beneficiaries, and union representatives relating to eligibility and Plan benefits.
• Determine benefit suspensions are in accordance with applicable Plan provisions and initiate correspondence with retirees.
• Respond to participant communication and correspondence.
• Ensure participant and retiree records in database are accurate and reflect correct information relating to participant basic data.
• Research and resolve various reporting and mailing requirements in accordance with established procedures.
• Assist with other duties or special projects as assigned by the Pension Manager and Supervisor.

Required Qualifications and Skills:

• Associate or bachelor’s degree preferred, or equivalent combination of education and experience.
• Minimum of two (2) years increasingly responsible experience in pension plan administration.
• Experience in benefits administration systems.
• Proficient with all MS Office Suite products and ability to understand relational databases.
• Proficiency in Spanish a plus (read, write, speak, translate).
• Detailed research, documentation, analytical and reporting skills.
• Ability to complete assigned projects with a high degree of independence, initiative, and judgement.
• Dedicated team player with an interest in processing efficiency and effectiveness.
• Self-motivated and driven with ability to work independently within a collaborative work environment.
• Strong interpersonal skills to interact effectively with all levels of Management, visitors, Trustees, consultants, CSAC professionals and vendors.

Supervisory Responsibility:

• This position does not include supervisory responsibilities but does include coaching and mentoring junior staff.

Work Environment/ Physical Demands

• While performing the duties of the job, the employee regularly works in an office setting.
• Ability to lift 10-30 pounds when necessary.

Travel

Minimal to no travel. Occasional travel to business related events, offices and/or seminars may be required.

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