RETIREMENT BENEFITS SPECIALIST

Wilson-McShane • Elm Grove, WI, US • 5d ago

Description

Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. Whether it be a person planning on retiring or an individual that has been retired for some time, our specialists ensure that they receive the assistance and benefits that they have worked so hard for!

The schedule is Monday-Friday, 8:00 AM to 5:00 PM with a compensation of $26.73 per hour.

Essential Duties and Responsibilities include the following:

Calculate pension payment amounts
Provide participants with benefit estimates
Process pension applications
Explain pension benefits to participants
Interpret and follow the rules outlined in Plan Documents
Draft correspondence to participants
Answer incoming participant calls relating to the Pension Plans
Regularly meet with participants to answer questions related to their pension benefits, communicate with other Fund Professionals
Other duties and projects as assigned

The Retirement Benefits position is a non-exempt position and includes benefits such as the following:

Low Deductible Health, Prescription Drug and Dental Benefits
Voluntary Vision, Accident, Critical Illness and Pet Insurance
Flexible Spending Account (FSA)
401(k) and Roth 401(k)
Paid Holidays and Paid time off
Dependent Care Reimbursement Account
Life Insurance and AD&D
Employee Assistance Program, including access to confidential counseling (virtual and in-person)

To perform the job successfully, an individual should demonstrate the following competencies:

Professionalism- Approaches others in a tactful manner; Reacts well under pressure; Accepts responsibilities for own actions; Follows through on commitments; Team Player.
Customer Service- Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance.
Quality- Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality; Takes pride in own work; Organized.
Quantity- Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
Dependability- Follows instructions, responds to management direction; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Attendance/Punctuality- Is consistently at work and on time; Ensures work responsibilities are covered when absent.
Adaptability- Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events; Ability to prioritize duties.
Communication- Speaks clearly; Listens and gets clarification; Responds well to questions; writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.

To perform the job successfully, an individual should have the following qualifications:

Proficient in Microsoft Word and Excel.
Previous experience with retirement plans preferred. This includes understanding plan document language, experience with pension calculations, and comprehending legal documents.
Experience with Taft-Hartley Funds preferred.
Travel may be required up to 5%

If you are interested in a retirement benefits role that offers the opportunity to provide first-class customer service to those who have retired, or are preparing for retirement, please consider applying today!

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