What are the responsibilities and job description for the Annuity Associate position at CARPENTERS SOUTHWEST ADMINISTRATIVE CORP?
Job Description
Job Description
Under minimum supervision, the Annuity Associate performs specialized clerical duties which require frequent exercise of independent judgment with attention to detail and a thorough understanding of applicable Plan rules and procedures. The job duties include : customer service, data entry, opening mail, interpreting reports, and processing claims for benefits. Communication with participants, staff and certain service providers is required.
The Annuity Associate is a full-time position, with a core work schedule of Monday through Friday, 8 : 00 AM – 5 : 00 PM. Schedule may change depending on departmental needs. Overtime may be needed periodically.
Required Skills :
- 2-5 years employee benefits experience is mandatory.
- Working knowledge of 401(k) or Defined Contribution fund administration preferred.
- Working knowledge in Microsoft applications (Word, Excel, Outlook).
- Ability to exercise discretion and confidentiality.
- Excellent oral / written communication skills and attention to detail.
- Professional phone etiquette and customer service skills.
- Typing skills and proficiency with 10-key a must.
- Highly organized, detail oriented and ability to multi-task.
- Bilingual in English and Spanish.
- Excellent oral and written communication skills
- High School diploma or equivalent with 5 yrs related experience is preferred
Job Type : Full-time
Pay : $26.82 - $28.05 per hour
Expected hours : 40 per week
Benefits :Schedule :
Application Question(s) :
Education :
Experience :
Ability to Commute :
Work Location : In person
Salary : $27 - $28
