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Pension & Annuity Representative

Job in Honolulu, Honolulu County, Hawaii, 96814, USA
Listing for: Pacific Administrators
Full Time position
Listed on 2026-09-21
Job specializations:
  • Finance & Banking
    Banking Operations
Salary/Wage Range or Industry Benchmark: 42000 - 56000 USD Yearly USD 42000.00 56000.00 YEAR
Job Description & How to Apply Below
Position: Pension & Annuity Representative I

About Pacific Administrators

Pacific Administrators (PAI) was founded in 2001 with a mission to provide exceptional Third-Party Administration services to Multi-Employer (Taft-Hartley) Employee Benefit Plan Trust Funds. PAI has been awarded one of Hawaii Business Magazine's Best Places to Work for 2026 and is Hawaii`s Largest Locally Owned & Operated Third-Party Administrator.

About the Role

The Pension & Annuity Representative I will work under the Pension & Annuity Supervisor to process pension and annuity benefits and deliver exceptional customer service to clients and fund professionals in accordance with applicable plan rules and regulatory requirements.

Responsibilities:
  • Service client and fund professional inquiries
  • Process pension and annuity benefits
  • Submit benefits information to plan custodian
  • File maintenance for all clients and fund professionals
  • Assist with client mailings and regulatory notices
  • Maintain status reports and provide reports as needed
  • Occasional carrying, loading and transporting of supplies
  • Perform other duties as assigned
Requirements:
  • High School Diploma or GED
  • Proficient in math
  • 10-key by touch
  • Computer literate in Word, Excel, and other Microsoft applications
  • Good communication and organizational skills
Nice to Haves:
  • Knowledge of pension and annuity fund rules and regulations
Working Conditions:
  • PAI offices are indoors & air-conditioned while conditions may vary at client locations
  • Monday to Friday, 8:00 - 4:00 PM or 8:30 AM - 4:30 PM, with a 1-hour unpaid lunch
  • The duties assigned will have situations that will require extra time
Benefits
  • Medical, Dental, Vision Insurance & Prescription Drug Coverage - 100% of Employee's Medical Insurance premiums are paid for by the company for a single participant (or 50% of Employee + Dependents total premiums)
  • Paid Vacation, Sick and Personal Time
  • 401(k) Plan with Company Match
  • Commuter Benefit - 50% of the cost of monthly Bus pass or 50% of parking is paid for by the company
  • Monthly Movie Days
  • Flexible Spending Account
  • Group Life Insurance
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