What are the responsibilities and job description for the Pension Clerical (Tukwila, WA) position at BeneSys, Inc.?
Pension Clerical (Tukwila, WA)
Summary – The Pension Clerical candidate must have general math skills, office skills, and experience on phones, and display excellent customer service. Must be extremely organized and have a positive attitude; must be proficient in Microsoft Word, Excel, and Outlook. Must know and follow department procedures and must meet minimum service standards as set by the company.
Essential Duties and Responsibilities include but not limited to
- Receive and distribute department mail.
- Screen phone calls.
- Mail requested forms.
- Manage databases and records for various pension plans.
- File daily correspondence create new application folders.
- Add new records to the system.
- Review pension application forms and verify information submitted. Mail incomplete applications back, highlighting necessary information for completion.
- Mail application acknowledgement letters.
- Request verification of past employment from previous employers.
- Enter Pension DB/DC application status updates in BenefitDriven in comment section to keep progress updated in system.
- Enter Pension DB/DC application data into Pension Transaction Log, making comments on the status of application.
- Process Direct Deposit requests.
- Update member information; address, beneficiary, and financial changes.
- Regularly/yearly cleans out closed files. Pack and inventory for storage.
- Follow up on pending deceased files.
- Scan documents into database for electronic storage.
- Scanning and indexing to OnBase.
- Regular and predictable attendance is an essential function of this job.
Qualifications
- High school diploma or GED
- Minimum one year of experience with a multiple line switchboard
- Must speak clearly and professionally
- Ability to understand directions and follow them through to the end of task
- Ability to apply common sense to carry out detailed written or verbal instructions
Work Schedule - Full time. Monday - Friday, 7:30am - 4:30pm. Required in office (No at-home days).
Competitive Benefits and Compensation Package
- 8 hours Paid Time Off per full month worked to be used for vacation, sick and personal time off
- 12 paid holidays
- Medical, dental, and vision insurance, with option for dependent coverage
- Flexible spending accounts
- Company paid short-term disability, long-term disability, basic life, and AD&D insurance
- 401(k) with employer match
- Tuition reimbursement program
- Career development opportunities
- Referral bonus
- Competitive wages
- Annual opportunities for increases
Pay
Hourly rate ranges from $22.00 - $23.00. Actual rate dependent on location, skills, education, experience and other business factors.
Our Culture
BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees’ successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential.
Our culture focuses on three core values:
- Collaboration: working together across 31 locations to achieve the best for the company and our clients
- Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
- Integrity: doing what we say we will do. Upholding strong ethical and moral principles
ADA & EEO
Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.
Salary : $22 - $23
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