Health and Welfare Technician, Pension Fund

Job Title: Health & Welfare Fund Technician                               Grade: TS5

Purpose:
This position is responsible for the maintenance of current collective bargaining
agreements for all employers participating in the Health and Welfare Fund, the review of
contracts with Local Unions and employers prior to contact expiration, maintenance of
Fund’s delinquency system and cash contributions

Primary Responsibilities: (Any one position may not include all of the specific duties
and responsibilities listed. Examples provide a general summary of the work required
and should not be treated as a total and complete list of expected duties to be
performed by employees in the classification.)
 Maintains the Fund’s delinquency system; tracks delinquent accounts, sends
delinquency and discrepancy notices.
 Reconciles monthly eligibility credit and totals deposits with the cash contribution
report.
 Monitors, posts, and balances all incoming contributions to the Health and Welfare
Fund.
 Receives daily reports from bank and mail; deposits all contributions into the Health
and Welfare Fund.
 Posts daily remittance data to the on-line computer database.
 Mails monthly remittance reports and enrollment cards.
 Makes adjustments to accounts reconciling employer and employee credits.
 Works with Auditing Department and legal counsel to track and post audit bills and
payments.
 Processes requests for various reports and labels.

 Coordinates the receipt of copies of local union collective bargaining agreements; to
analyze and summarize provisions pertaining to participants in SEIU health and
welfare programs.
 Maintains database of rates, prepares reports on trend increases and supports Fund
employers and local unions with appropriate data to facilitate contract negotiations.
 Works with legal advisers to ensure that collective bargaining agreements comply
with laws and policies; keeps them updated on delinquent accounts.
 Answers inquiries from participants; resolves problems or issues.
 Sends COBRA notices to participants and collects COBRA payments.
 Maintains listing of annual notices and ensures that notices are mailed in a timely
manner.
 Prepares and tracks Board polls of members for the Board of Trustees.
 Performs other duties as required to support the department and its mission.

Direction and Decision Making:
This position reports to the Health and Welfare Administrator and the incumbent works
under general supervision.

Education and Experience:
Graduation high school and an associate degree in accounting or a related field and at
least two (2) years experience in the collections field of a benefits office.
Or a combination of education and experience that would provide for the following
knowledge, skills and abilities:
 Knowledge of benefit fund operations and collections.
 Knowledge of labor unions and their operations.
 Knowledge of COBRA and ERISA rules and regulations.
 Ability to work effectively with plan participants.
 Ability to effectively handle sensitive situations.
 Ability to receive data and make sound, logical conclusions.
 Ability to perform data entry functions.

 Skill in the use of personal computers
 Skill in the use of Microsoft Office Suite including spreadsheet, database, and word
processing software.

Test Certifications:
Data Entry; Intermediate Microsoft Excel and Word; Typing test 40 wpm

Physical Requirements:
Work is generally performed in an office setting. May be required to work unusual hours
during peak periods.

Probationary Period:
Sixteen (16) calendar weeks