Retirement Counselor (In Office) |
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Requisition #: | 6650-6652 | Category: | Bargaining | |
# of openings: | 2 | Job Classification: | Non-Exempt | |
Fund: | 1199SEIU Benefit and Pension Funds | Location: | New York, NY | |
Department: | Pension | Pay Range: | $55,585.92 | |
Position Status: | Permanent | Work Hours: | M - F, 9:00 a.m. to 5:00 p.m. | |
Employment Type: | Full time | Workplace Arrangement: | In-Office | |
Description | ||||
Responsibilities
· Provide confidential retirement counseling to active, inactive, disabled and retired members; assist with benefit computation, methods of retirement benefits, payments and taxability of retirement income and ancillary retiree benefits. Handle member inquiries to completion · Calculate various pension applications, estimates and re-calculations. · Process inquiries for pension applications, pension estimates, and return to work · Verify, establish, and re-establish pension member eligibility for new or existing members, spouses and dependents using the system of choice (Imaging System, V3) · Maintain updated records and files on all pension claims, applications, estimates and re-calculations. · Generate correspondence to pensioners, participants, surviving spouses, beneficiaries and employers · Provide benefit eligibility requirements for Pension to prospective pensioners and beneficiaries. · Request required proof of wages or hours worked as necessary; forward documentation to the Eligibility Department to update member eligibility records · Perform additional duties and projects as assigned by management.
Qualifications
· High School Diploma or GED required; Some College or Degree preferred · Minimum of two (2) years experience processing pension claims/calculations or two (2) years demonstrated work experience conducting numerical calculations and analysis required · Good key boarding skills (minimum 6,000 kph and 6% or less error rate) required · Bilingual (Russian, Spanish, Mandarin, Cantonese, French, Polish) preferred · Working knowledge of retirement and pension benefits, regulations, and procedures a plus (1199SEIU Health Care Employees Pension Fund, Greater New York Pension Fund, Homecare Employees Pension Fund) · Knowledge of web-based applications, health systems, good navigation skills (Vitech, Imaging System) · Excellent analytical and mathematical skills; basic knowledge of Microsoft Word required and Outlook & Excel preferred · Good communication skills both verbal and written; able to communicate in a clear and concise manner and initiate own correspondence · Able to multi-task, establish priorities, meet deadlines, and follow through on assignments · Detail oriented and able to work independently a must · Ability to work well under pressure in a fast-paced environment · Good customer service skills and ability to maintain a pleasant attitude; provide professional and courteous service to members
This position is 100% in the office. | ||||
We offer extraordinary benefits including outstanding health, dental, pension and family benefits for most positions which are paid entirely by the Funds without co-payments, deductibles, or out-of-pocket expenses for covered services. We also offer tuition reimbursement, generous holiday, vacation, and sick leave, as well as a 401K plan. |
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