Overview
Retirement Benefits Specialist, Sr Jobs in Bothell, Washington, USA at Zenith American Solutions, Inc.
Join to apply for the Retirement Benefits Specialist, Sr role at Zenith American Solutions, Inc.
Position Details
Title: Retirement Benefits Specialist, Sr
Department: Pension
Union: UFCW 3000 Bothell
Grade: 8
FLSA: Non-exempt
Hours per week: 40
Position Summary
The Retirement Benefits Processor, Sr performs advanced technical and administrative duties related to processing and verifying participants’ retirement benefit inquiries and applications, in accordance with Company policies, regulatory requirements, and plan guidelines.
Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role.
Key
Duties
and Responsibilities
Processes retirement benefit applications; verifies information, researches past service, credits, and insurance deductions.
Responds to inquiries from participants, beneficiaries, and union representatives.
Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration.
Prepares correspondence regarding account information, benefit history, and monthly benefits.
Performs data entry and updates members’ information in systems.
Processes QDROs and manages benefit checks and over payments.
Reviews exception lists for benefit suspensions and recalculations.
Prepares reports and assists with special projects as needed.
Performs other duties as assigned.
Minimum Qualifications
High school diploma or GED.
Two years of experience processing retirement benefits.
Strong integrity and commitment to customer satisfaction.
Ability to interpret business materials, procedures, and regulations.
Excellent communication skills, both verbal and written.
Discretion in handling sensitive information.
Strong organizational skills with attention to detail.
Ability to perform calculations related to discounts, interest, and percentages.
Proficiency in MS Office applications.
Preferred Qualifications
Bilingual in English and Spanish.
Experience in retirement plan administration or third-party administration.
Working Conditions
Prolonged sitting and computer work.
Ability to lift up to 15 pounds.
Additional Information
Zenith American Solutions is committed to providing reasonable accommodations for applicants and employees with disabilities. Please contact r for assistance.
Salary: $29.19 per hour.
About Zenith American Solutions
We are the largest independent Third Party Administrator in the U.S., operating over 44 offices nationwide since 1944. We value high-quality work, exceptional service, and mutual respect.
Employment Details
Seniority level:
Mid-Senior level
Employment type:
Full-time
Job function:
Human Resources
Industry: Human Resources Services
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Title: Retirement Benefits Specialist, Sr
Company: Zenith American Solutions, Inc.
Location: Bothell, Washington, USA
Category: HR/Recruitment (Employee Relations), Administrative/Clerical (Employee Relations)
