Pension Enrollment and Eligibility Representative

Pension Enrollment and Eligibility Representative

Location:

230 Lexington Green, Suite 400, Lexington, KY 40503 or 7440 Woodland Dr, Indianapolis, IN. This position is onsite.

We are seeking a full‑time (40 hours/week) representative with flexibility during normal business hours (8:00 am–5:00 pm EST). Overtime may be required as needed.

• Paid Time Off, 8 Paid Holidays
• Medical, Dental, Vision, Life & AD&D, Short‑term & Long‑term Disability
• Health Spending Account / Health Saving Account
• 401(k) Savings Plan, Employee Stock Purchase Plan
• Education Reimbursement, Employee Discounts, Employee Assistance Program, Employee Referral Bonus Program
• Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)

• Administer union‑sponsored pension plans
• Verify participant eligibility and process retiree applications
• Respond to inquiries via phone, email, and written correspondence
• Collect data, enter participant hours and contribution amounts
• Process monthly checks and manage mailings
• Reconcile reports, analyze payment discrepancies, and maintain ERISA compliance
• Perform clerical functions with proficiency in PCs and Excel

• High School Diploma / GED or equivalent work experience
• Minimum 18 years of age
• 1+ year(s) experience in pension administration or similar role (billing reconciliation, posting deposits, accounts receivable)
• 1+ year(s) experience in office setting using telephone and computer for customer service
• Proficiency in Microsoft Excel (basic formulas, sorting, filtering)
• Proficiency with Windows (data entry, document management)
• Must work onsite at the specified locations
• Must reside within 90 miles of the office
• Available for normal business hours; may work overtime or weekends if necessary

• Experience in finance/accounting area
• Experience with eligibility software
• Experience with Taft‑Hartley or Union Benefit Administration
• Experience reconciling bank accounts
• Experience with ERISA‑compliant benefit funds
• Experience with Quick Books

• Fast‑paced, multi‑tasking environment
• Detail‑oriented, quick learner, team‑oriented
• Good written and verbal communication
• Strong mathematical and organizational skills
• Flexible, self‑motivated

Hourly pay range: $20.00–$35.72 per hour (full‑time). Total compensation includes competitive base pay, comprehensive benefits, incentive and recognition programs, equity stock purchase, and 401(k) contribution.

At United Health Group, we promote equity and inclusion. Qualified applicants will receive consideration without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.

All candidates must pass a drug test before starting employment.