Pension Processor

Job Description

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* SUMMARY
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The Processor provides’ effective problem resolution by combining technical knowledge with unsurpassed relational skills.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Assist participants via phone, walk-ins (HW/Pension/Annuity)
• Check emails for all FUNDS (HW/Pension/Annuity)
• Process monthly eligibility reports (HW)
• Assist participants with applications/death notifications (HW/Pension/Annuity)
• Send employer verifications (Pension)
• Prepare election form (Pension)
• Prepare retroactive interest for verification (Pension)
• Prepare summary analysis for verification (Pension/Annuity)
• Request initial payments from financial institution (Pension/Annuity)
• Suspend members due to death or no annual affidavit (HW/Pension)
• Send out initial payments to members (Pension/Annuity)
• Check for recalculation (Pension/Annuity)
• Estimate Pension benefits and vesting/credit services (Pension)
• Input/Reinstate employee eligibilities into system for benefit coverages

• Including dependent information (spouse, child(ren), step-children) (HW)
• Termination of dependents
• Over age, unqualified, divorce, death, etc. (HW)
• Updated member files with new information (HW/Pension)
• Change of address, beneficiary information, etc.
• Student certifications, etc.
• COBRA (HW)
• Loss of coverage and file set-up
• Logging of payments received by members
• COBRA deposits
• Retiree Benefits (HW)
• Retirees under the age of 65
• Medicare
• Beneficia
• Retiree tracking
• PGL Death Claim Processing (HW)
• Resolutions for discrepancies (HW/Pension)
• Processing of Mail (HW/Pension/Annuity)
• Semi-Annual Reports (HW)
• Student Certifications tracking (active and terminations)
• Ad hoc projects (HW/Pension/Annuity)
• Performs other duties and responsibilities as assigned by Management (HW/Pension/Annuity)

Knowledge, Skills, & Abilities:

• Ability to provide effective leadership in all aspects of position.
• Excellent written and verbal communication skills.
• Must be dependable and maintain excellent attendance.
• Strong analytical skills and problem solving skills.
• Subject-matter expert within field.
• Ability to keep up with changes in information to Plan documents in order to quote benefits correctly.
• Ability to grow with changing demands of the position and the company.
• Strong computer skills, including Word, Excel, Outlook, and Power Point.

Supervisory Responsibilities :

This job has no supervisory responsibilities.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or

Experience:

High school or G.E.D. equivalent; and minimum of one year related experience and/or training; or equivalent combination of education and experience.

Language

Skills:

Ability to read, speak, and write effectively in English. Ability to interpret documents such as safety rules, memos, letters, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position.

Mathematical

Skills:

Ability to add and subtract, multiply and divide with 10's and 100's.

Reasoning Ability:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Certificates, Licenses, Registrations:

Valid, class C license in state working with no adverse driving record.

Physical…