Demo

Pension Processor

Zenith American Solutions
Tualatin, OR Full Time
POSTED ON 1/24/2025
AVAILABLE BEFORE 4/23/2025

Title : Pension Processor Department : Pension Bargaining Unit : 555 Grade : 3 Position Type : Non-Exempt Hours per Week : 40 Position Summary Performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications applying the rules and regulations associated with the applicable plans. Researches issues and communicates with participants, beneficiaries, union representatives, other ZAS departments, and financial institutions. Assists with special projects. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description / Role." Key Duties and Responsibilities

  • Process retirement benefit applications, verifying the accuracy of information and researching / investigating past service, related credits and insurance deductions.
  • Respond to inquiries from participants, beneficiaries, and union representatives regarding pension benefits.
  • Determine benefit eligibility and request necessary documentation from unions, employers and the Social Security Administration to expedite processing.
  • Initiate and prepare correspondence to participants, beneficiaries, employers and others regarding general account information, pension history, monthly retirement benefits, etc.
  • Perform data entry and data correction tasks to update and correct member information.
  • Update pension data in Pension information systems.
  • Assist with special projects as requested by management.
  • Consistently meet established performance standards.
  • Consistently demonstrate excellent attendance and punctuality.
  • Perform other related duties and special projects as assigned.
  • Working Conditions / Physical Effort
  • Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.
  • May be subject to interruptions.
  • May be required to lift a maximum of 25 lbs.
  • Must be able to have flexible work schedule when workflow requires.
  • Must meet established attendance and punctuality guidelines. Minimum Qualifications
  • High school diploma or equivalent.
  • Bilingual Spanish preferred.
  • Minimum one year of general office experience. Prior pension plan administration experience preferred.
  • Possess a strong work ethic and team player mentality.
  • Highly developed sense of integrity and commitment to customer satisfaction.
  • Ability to communicate clearly and professionally, both verbally and in writing.
  • Solid organization skills with strong detail orientation and listening skills.
  • Strong decision making, research and analytical abilities.
  • Ability to read, analyze and interpret general business materials, technical procedures, benefit plans and regulations.
  • Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
  • Ability to type 35 WPM; proficient PC skills, including MS Word and Excel.
  • Able to maintain excellent attendance and punctuality.
  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice. Disability Accommodation Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at recruiting@zenith-american.com , and we would be happy to assist you. Zenith American Solutions Real People. Real Solutions. National Reach. Local Expertise. We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day. Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before. We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American! We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!

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