Responsibilities
- 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
- Communicate with members and advocates via telephone or written correspondence regarding pension eligibility
- Request required proof of wages or hours worked as necessary; forward documentation to the Eligibility Department to update member eligibility records
- Research status of benefit checks
- Communicate and explain Pension and Retiree Health Benefits
- Perform additional duties and projects as assigned by management
- Must meet performance standards including attendance and punctuality
Qualifications
- High School Diploma or GED required
- Minimum two (2) years demonstrated work experience conducting numerical calculations and analysis or Bachelor’s degree in Mathematics, Accounting, Finance, Statistics; or two (2) years’ work experience answering Pension Plan benefit inquires required
- 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 key boarding skills (minimum 6,000 kph and 6% or less error rate) required
- Good communication skills both verbal and written; able to communicate in a clear and concise manner and initiate own correspondence
- Ability to work well under pressure
- 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
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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. |