Pension Member Services Representative

Our client, a Benefit Fund located in West Village, Manhattan is seeking to hire a seeking a customer-service oriented Long-term Temporary Pension Analyst to provide coverage for an employee out on medical leave. This timeline is undefined, and there is potential for this to become permanent for the right candidate.

This role is responsible for delivering superior service to members in all respects. The Pension Fund has a close total of 2,500 members currently collecting pension. The Pension Analyst is responsible for processing retirement benefits, assisting members with their inquiries and process, carrying out projects, and providing accurate information pertaining the Plan.

This position requires 5 days on-site from 9am-5pm (35 hour week) offering $25/hour while temp.

RESPONSIBILITIES:

• Receive and handle calls or in-person visits from members for eligibility and benefits
• Process applications for Retirees, Surviving Spouses and Qualified Domestic Relations Orders (QDRO) based on their eligibility and in accordance to the Plan
• Guide members inquiring about retirement and assist them with the process
• Verify all required documentation are on file and accurate (i.e. birth certificates for members and dependents, marriage Certificates, divorce decrees, social security cards, etc.); follow up on missing information to determine benefits eligibility by providing Quality Assurance
• Prepare and execute various correspondence, letters and affidavits to members, pensioners, beneficiaries, and employers
• Make outbound calls to members as needed and communicate via e-mail when required
• Assist on basic information calls pertaining to the active members if needed
• Perform additional duties and projects as assigned by management
• Querying and reviewing annual actuarial data
• Process monthly Suspension of Benefit Notices to active participants

EDUCATION & EXPERIENCE:

• Bilingual (Spanish / English preferred)
• High School Diploma required, bonus if someone has experience in the processing of pension benefit plans
• Ability to multitask and have problem-solving skills
• Proficiency in math and excellent verbal and written communication skills
• Intermediate level working knowledge of Microsoft Office (Word, Excel, Outlook)
• Establish and maintain effective working relationships with managers, employees, benefit plan administrators and carriers
• Must have exceptional customer service and analytical skills
• Effectively prepare clear, concise and accurate records, reports, correspondence and other written materials
• Ability to handle and maintain confidentiality of records and information

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)