Pension Processor

Job Type

Full-time

SUMMARY: The Pension Processor will support the Pension Department in serving and responding to clients needs on a daily basis.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Assist members with applications/death notifications via walk-insor phone calls;
• Check for missing documents;
• Send employer verifications;
• Prepare election form;
• Prepare retroactive interest for verification;
• Prepare summary analysis for verification;
• Request initial payments from financial institution;
• Suspend members due to death or no annual affidavit;
• Send out initial payments to members;
• Check for recalculation
• Estimate AFL Pension benefitsand vesting/credit services

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Knowledge, Skills, & Abilities:

• Ability to provide effective leadership in all aspects of position.
• Excellent written and verbal communication skills.
• Must be dependable and maintain excellent attendance.
• Strong analytical and problem-solving skills.
• Subject-matter expert within field.
• Ability to keep up with changes in information to Plan documents in order to quote benefits correctly.
• Ability to grow with changing demands of the position and the company.
• Strong computer skills, including Word, Excel, Outlook, and PowerPoint.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience: High School diploma or G.E.D; and minimum of two years related experience and/or training; or equivalent and any combination of education, training, and/or experience, which demonstrates ability to perform the duties described.

Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as safety rules, memos, letters, and procedure manuals.Ability to write routine reports and correspondence. Ability to speak effectively before customers or employees of the organization. Ability to effectively address or resolve customer service issues within guidelines of the position.