Demo

Retirement Benefits Specialist

Zenith American Solutions
Bothell, WA Full Time
POSTED ON 2/3/2025
AVAILABLE BEFORE 5/3/2025

Title : Retirement Benefits Specialist Department : Pension

Union : UFCW 3000 Bothell Grade : 6

FLSA : Non-exempt Hours : 40

Position Summary

The Retirement Benefits Specialist performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines.

Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description / Role."

Key Duties and Responsibilities

  • Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions.
  • Responds to inquiries from participants, beneficiaries, and union representatives regarding retirement benefits.
  • Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite processing.
  • Initiates and prepares correspondence to participants, beneficiaries, employers and others regarding general account information, retirement benefit history, and monthly retirement benefits.
  • Performs data entry and corrections to update members' information.
  • Updates retirement data in appropriate information systems.
  • Assists with special projects as requested by management.
  • Performs other duties as assigned.

Minimum Qualifications

  • High school diploma or GED.
  • Six months experience working in a professional environment.
  • Highly developed sense of integrity and commitment to customer satisfaction.
  • Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.
  • Ability to communicate clearly and professionally, both verbally and in writing.
  • Strong understanding of discretion and the appropriate handling of sensitive information.
  • Solid organization skills with an attention to detail.
  • Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
  • Computer proficiency including MS Office tools and applications.
  • Preferred Qualifications

  • Bilingual English and Spanish, based on location needs.
  • Prior retirement plan administration experience.
  • 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.
  • Working Conditions / Physical Effort

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.
  • 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.

    Please note that in compliance with certain state law, we are displaying salary. This rate is intended for hires into this location.

    Compensation : $26.81 / hr

    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!

    Salary : $27

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Retirement Benefits Specialist?

    Sign up to receive alerts about other jobs on the Retirement Benefits Specialist career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $57,138 - $86,024
    Income Estimation: 
    $70,269 - $88,771
    Income Estimation: 
    $81,491 - $99,340
    Income Estimation: 
    $118,463 - $170,220
    Income Estimation: 
    $49,216 - $63,372
    Income Estimation: 
    $54,723 - $70,654
    Income Estimation: 
    $58,812 - $73,278
    Income Estimation: 
    $65,036 - $83,221
    Income Estimation: 
    $70,688 - $86,333
    Income Estimation: 
    $70,688 - $86,333
    Income Estimation: 
    $80,418 - $105,051
    Income Estimation: 
    $89,823 - $111,340
    Income Estimation: 
    $89,823 - $111,340
    Income Estimation: 
    $114,932 - $144,168
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Zenith American Solutions

    Zenith American Solutions
    Hired Organization Address Las Vegas, NV Full Time
    Title : Claims Processor 3 Department : Claims Bargaining Unit : Teamsters 986 Grade : 21 Position Type : Non Exempt Hou...
    Zenith American Solutions
    Hired Organization Address San Francisco, CA Full Time
    Title : Client Relationship Manager Department : Client Services Bargaining Unit : NBU Grade : N / A FLSA : Exempt Hours...
    Zenith American Solutions
    Hired Organization Address Henderson, NV Full Time
    JOB TITLE: Contribution Accounting 1 DEPARTMENT: Contribution Accounting REPORTS TO: Sheela Cephas Job Duties Contributi...
    Zenith American Solutions
    Hired Organization Address Las Vegas, NV Full Time
    JOB TITLE : Customer Service Representative I DEPARTMENT : Service Center REPORTS TO : Charlie Trujillo JOB DUTIES : Cus...

    Not the job you're looking for? Here are some other Retirement Benefits Specialist jobs in the Bothell, WA area that may be a better fit.

    Sales specialist

    Overlake Terrace Retirement Community, Mercer Island, WA

    Benefits Specialist - Payroll and Benefits

    Lake Washington School District, Redmond, WA

    AI Assistant is available now!

    Feel free to start your new journey!