Pension Analyst

Title: Pension Analyst Department: Pension Bargaining Unit: N/A Grade: N/A

Position Type: Non Exempt Hours per Week: 37.5

Position Summary:

Processes all aspects of defined benefit and Trustee directed defined contribution pension plans for payment/denial by performing the following duties

Responsibilities and Duties

Pension Processing

• Process and review all applications for defined benefit payments in accordance with written corporate and fund procedures.
• Process and review all applications for defined contribution payments in accordance with written corporate and fund procedures.
• Process and review all death benefit applications in accordance with corporate and fund procedures.
• Key all appropriate data into Emerald-Trac system to generate appropriate pension payments in accordance with written procedures.
• Provide written response when application or supporting documentation is incomplete or denial of benefits is appropriate.
• Process Qualified Domestic Relations Orders and tax levies in accordance with written procedures.
• Process all stop-payment requests, overpayments, or payments adjustments in accordance with written procedures.
• Balance assigned fund's monthly benefit totals and notify appropriate personnel to print and mail checks by the published monthly deadline date.
• Maintains all pension applications and other pension documents in folders that are well organized for easy access.
• Keep filing current.

Pension Customer Service

• Respond to all requests for pension applications or withdrawals within 3 working days of request.
• Handle in a professional manner, any telephone calls directed to you by the switchboard operator regardless of fund.
• Provide courteous, professional, and informative information and support to "walk-ins".
• Provide participants with accurate information on benefit programs such as retirement, pension, and disability when requested.
• Return any voice mail or other messages within 24 hours of receipt.
• Handle all requests for information of any type (written, telephone, or E-Mail) within 48 hours of receipt.
• Assist supervisor or manager in handling information requests from fund attorneys, auditors, or actuaries as needed.
• Assist in preparing information for prompt handling of appeals.
• Work with the Eligibility Department in determining entitlement for and payments to participate in applicable retiree and widow health programs.
• Provide and accept assistance within the department or other office areas and extra duties of change of assignment when necessitated by office working conditions.

Minimum Qualifications:

• 2 years of Pension experience. Must have an in-depth knowledge of pension in order to be a resource and aid for staff members.
• Ability to type 45 WPM.
• Ability to read, analyze, and interpret general business materials, technical procedures, benefits plans and regulations.
• Ability to write reports, business correspondence, and procedures.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
• Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
• Strong analytical skills and attention to detail.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Proficient in Microsoft Word and Microsoft Excel.

Zenith American Solutions

Real People. Real Solutions. National Reach. Local Expertise.

We are currently looking for a dedicated, energetic Pension Analyst with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!