Pension Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Zenith American Solutions, Inc. · 9 hours ago

Pension Specialist

Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States, dedicated to providing exceptional service and support. The Pension Specialist will perform technical and administrative duties related to processing and verifying retirement benefit inquiries and applications, ensuring compliance with company policies and regulatory requirements.

AssociationInformation Technology

Responsibilities

Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions
Responds to inquiries from participants, beneficiaries, and union representatives regarding retirement benefits
Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite processing
Initiates and prepares correspondence to participants, beneficiaries, employers and others regarding general account information, retirement benefit history, and monthly retirement benefits
Performs data entry and corrections to update members' information
Updates retirement data in appropriate information systems
Assists with special projects as requested by management
Performs other duties as assigned

Qualification

Retirement plan administrationData entryMS Office proficiencyBilingual EnglishSpanishCustomer satisfactionDiscretion handlingAnalytical skillsCommunication skillsAttention to detail

Required

High school diploma or GED
Six months experience working in a professional environment
Highly developed sense of integrity and commitment to customer satisfaction
Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations
Ability to communicate clearly and professionally, both verbally and in writing
Strong understanding of discretion and the appropriate handling of sensitive information
Solid organization skills with an attention to detail
Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages
Computer proficiency including MS Office tools and applications

Preferred

Bilingual English and Spanish, based on location needs
Prior retirement plan administration experience

Benefits

Health, vision, and dental coverage
A retirement savings 401(k) plan with company match
Paid time off (PTO)
Great opportunities for growth
Much, much more!

Company

Zenith American Solutions, Inc.

twittertwitter
company-logo
Zenith American Solutions (“Zenith”) stands out as a top provider of third-party administration services specifically designed for Taft-Hartley trust funds in the U.S.

Funding

Current Stage
Late Stage
Total Funding
unknown
2017-12-13Acquired

Leadership Team

leader-logo
Michele Rivas
EVP, Chief Legal Officer
linkedin
Company data provided by crunchbase