Retirement Benefits Technician

About the role

The Retirement Benefits Technician provides administrative support associated with participant and Fund data in accordance with Company policies, regulatory requirements, and Plan guidelines. This role requires minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII).

Responsibilities

• Runs various reports from retirement record keeping systems.
• Reviews and verifies data from multiple sources to ensure completeness.
• Researches missing or incorrect information.
• Enters updates to participant information into appropriate system.
• Communicates with participants, external fund professionals, or employer contacts as needed.
• Monitors monthly death notification file, reviews and verifies information, makes corrections as needed, and updates participant information in the appropriate system.
• Reviews uncashed check reports, researches instances of unresolved checks or payments, determines appropriate course of action based on findings, and executes resolution.
• Coordinates workflow to generate print for mass mailings.
• Responds to inquiries from participants, external fund professionals, or employer contacts.
• Performs other duties as assigned.

Requirements

• High school diploma or GED.
• No specific work experience required.
• Working understanding of databases.
• Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans, and regulations.
• Good verbal and written communication skills.
• Computer proficiency including MS Office tools and applications with strong skills in Excel.

Preferred Qualifications

• TPA or prior pension experience.

Working Conditions

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Pay

$19.00/hr (intended for hires into this location).

Benefits

• Health, vision, and dental coverage.
• Retirement savings 401(k) plan with company match.
• Paid time off (PTO).
• Opportunities for growth.

About the Company

Zenith American Solutions is the largest independent Third Party Administrator in the United States, operating over 44 offices nationwide. The company was formed in 2011 through a merger between Zenith Administrators and American Benefit Plan Administrators, with roots dating back to 1944. We focus on high-quality work, exceptional service, and mutual respect, offering a comprehensive benefits program as part of our total compensation package.