Title: Retirement Benefits Reviewer Department: Pension
Bargaining Unit: NBU Grade: N/A
Position Type: Non-Exempt Hours per Week: 40
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.
ZAS's Mission, Vision & Values
As a member of the ZAS team, each employee agrees to embrace and live out the mission, vision and core values of ZAS. The values we live and work by are:
- We focus on relationships
- We take risks thoughtfully
- Ethical behavior
- Performance and accountability
- We strive to win, but not at all costs
Zenith American Solutions, Inc.
Real People. Real Solutions. National Reach. Local Expertise.
Zenith American Solutions, Inc. 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.
We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We look 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!
Internals to Apply:
If you meet the minimum qualifications and are interested in applying for this position, please submit an application. All applications must be received by 5:00 pm on the Internal Posting Deadline in order to be considered prior to external applicants.
* Zenith American Solutions is an Equal Opportunity Employer. Zenith does not discriminate on the basis of race, religion, color, sex, physical or mental disability, gender identity, sexual orientation, age, national origin, pregnancy, status as a parent, veteran status or any other basis covered by appropriate law. All employment decisions on the basis of qualifications, merit, and business need.