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Pension Processor, Sr.

Company: Zenith American
Location: Alameda
Posted on: June 6, 2021

Job Description:

Position Title: Pension Processor, Sr. Department: Pension

FLSA: Non-exempt Hours: 40

Reports to: Manager, Pension

Union: 853/Alameda, CA Grade: N/A

Date Opened: 04/07/2021

Position Summary

Performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications applying the rules and regulations associated with the applicable plans. Researches issues and communicates with participants, beneficiaries, union representatives, other ZAS departments, and financial institutions. Assists with special projects.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities

  • Process retirement benefit applications, verifying the accuracy of information and researching/investigating past service, related credits and insurance deductions.
  • Respond to inquiries from participants, beneficiaries, and union representatives regarding pension benefits.
  • Determine benefit eligibility and request necessary documentation from unions, employers and the Social Security Administration to expedite processing.
  • Initiate and prepare correspondence to participants, beneficiaries, employers and others regarding general account information, pension history, monthly retirement benefits, etc.
  • Perform data entry and data correction tasks to update and correct member information.
  • Update pension data in Pension information systems.
  • Assist with special projects as requested by management.
  • Consistently meet established performance standards.
  • Consistently demonstrate excellent attendance and punctuality.
  • Perform other related duties and special projects as assigned.
  • Working Conditions/Physical Effort
  • Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.
  • May be subject to interruptions.
  • May be required to lift a maximum of 25 lbs.
  • Must be able to have flexible work schedule when workflow requires.
  • Must meet established attendance and punctuality guidelines.

Minimum Qualifications

  • High school diploma or equivalent.
  • Bilingual Spanish preferred.
  • Minimum one year of general office experience. Prior pension plan administration experience preferred.
  • Possess a strong work ethic and team player mentality.
  • Highly developed sense of integrity and commitment to customer satisfaction.
  • Ability to communicate clearly and professionally, both verbally and in writing.
  • Solid organization skills with strong detail orientation and listening skills.
  • Strong decision making, research and analytical abilities.
  • Ability to read, analyze and interpret general business materials, technical procedures, benefit plans and regulations.
  • Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
  • Ability to type 35 WPM; proficient PC skills, including MS Word and Excel.
  • Able to maintain excellent attendance and punctuality.

*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.

Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at , and we would be happy to assist you.

ZAS's Mission, Vision & Values

As a member of the ZAS team, each employee agrees to embrace and live out the mission, vision and core values of ZAS. The values we live and work by are:

  • We focus on relationships
  • We take risks thoughtfully
  • Ethical behavior
  • Performance and accountability
  • We strive to win, but not at all costs

Zenith American Solutions, Inc.

Real People. Real Solutions. National Reach. Local Expertise.

Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We look for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!

Internals to Apply:

If you meet the minimum qualifications and are interested in applying for this position, please submit an application. All applications must be received by 5:00 pm on the Internal Posting Deadline in order to be considered prior to external applicants.

* Zenith American Solutions is an Equal Opportunity Employer. Zenith does not discriminate on the basis of race, religion, color, sex, physical or mental disability, gender identity, sexual orientation, age, national origin, pregnancy, status as a parent, veteran status or any other basis covered by appropriate law. All employment decisions on the basis of qualifications, merit, and business need.

Job Posted by ApplicantPro

Keywords: Zenith American, Alameda , Pension Processor, Sr., Other , Alameda, California

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