Retirement Benefits Reviewer

Title: Retirement Benefits Reviewer Department: Pension
Union: UFCW 1546 Grade: 25

Position Summary

The Retirement Benefits Reviewer performs administrative duties associated with the review and validation of retirement benefits 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

• Maintains current knowledge of assigned Plan(s).
• Performs quality review of processed retirement benefits applications.
  • Validates accuracy and completeness of data used to calculate benefits.
  • Reviews and verifies accuracy of benefit calculations.
  • Reviews correspondence to be sent to participant for accuracy and completeness.
• Performs final quality review of participant benefit elections.
  • Ensures all necessary forms have been completed correctly.
  • Ensures correspondence to be sent to participant is accurate.
  • Ensures data entered in system is accurate and complete.
  • Releases for payment processing when deemed complete and accurate.
• Identifies and communicates errors missing or incomplete documentation.
  • Communicates errors or missing information to processors for correction completion or further research.
  • Tracks errors to identify potential trends or training needs.
  • Reports findings to management.
• Drafts additional correspondence to participant or Plan professional to address complex situations as needed.
• Acts as resource to other team members in understanding and addressing complex Plan and regulatory topics.
• Performs complex or regulatory required calculations as needed.
• Perform special projects as requested by management.
• Performs other duties as assigned.

Minimum Qualifications

• High school diploma or GED.
• Two years of experience processing retirement benefits.
• Working knowledge of assigned Plan(s) rules and procedures.
• 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 attention to detail.
• Ability to read analyze and interpret general business materials technical procedures benefit plans and regulations.
• Ability to apply concepts of basic accounting principles.
• Computer proficiency including MS Office tools and applications.

Preferred Qualifications

• None

*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 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: $17.80-29.25/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. Were always looking for talented individuals who share our dedication to high-quality work exceptional service and mutual respect. If youre 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!