Associate Pension Analyst-- NARDC5855564

Primary Responsibilities

• Perform the review of incoming refund applications and required documentation.
• Terminate members in the system when a death is reported.
• Calculate benefits and process pension benefits and refunds in a timely manner.
• Conduct peer review of documentation and Eligibility and Control Reports.
• Review disability applications and documentation.
• Perform the beneficiary research and mail death benefit applications.
• Audit all returned documentation for completeness and accuracy.
• Communicate with members and beneficiaries to obtain required documentation.
• Evaluate implications of legal documentation such as trusts, estates, and Powers of Attorney (POA) in the processing of benefits.
• Adhere to plan provisions, policies, and procedures in workload management and benefits processing.
• Reprint member statements upon request.
• Assist department management and team on various projects as required.

Position Qualifications

• Strong mathematical, analytical, and critical thinking skills.
• Time management skills.
• Ability to perform effective research.
• Customer service and strong written and verbal communication skills.
• Attention to detail.

Education and Experience

• Bachelor’s Degree and additional courses or seminars related to benefits administration.
• Related experience preferred.