Pension Benefit Calculator (Retirement Benefits)

Responsibilities
 

• Calculate various pension applications, estimates and re-calculations
• Process inquiries for pension applications, pension estimates, and return to work
• Verify, establish and re-establish pension member eligibility for new or existing members, spouses and dependents using the system of choice (Imaging System, V3)
• Maintain updated records and files on all pension claims, applications, estimates and re-calculations
• Generate correspondence to pensioners, participants, surviving spouses, beneficiaries and employers
• Provide benefit eligibility requirements for Pension to prospective pensioners and beneficiaries
• Communicate with members and advocates via telephone or written correspondence regarding pension eligibility
• Request required proof of wages or hours worked as necessary; forward documentation to the Eligibility Department to update member eligibility records
• Research status of benefit checks
• Communicate and explain Pension and Retiree Health Benefits
• Perform additional duties and projects as assigned by management
• Must meet performance standards including attendance and punctuality 

Qualifications
 

• High School Diploma or GED required
• Minimum two (2) years demonstrated work experience conducting numerical calculations and analysis or Bachelor’s degree in Mathematics, Accounting, Finance, Statistics; or two (2) years’ work experience answering Pension Plan benefit inquires required
• Working knowledge of retirement and pension benefits, regulations, and procedures a plus (1199SEIU Health Care Employees Pension Fund, Greater New York Pension Fund, Homecare Employees Pension Fund)
• Knowledge of web-based applications, health systems, good navigation skills (Vitech, Imaging System)
• Excellent analytical and mathematical skills; basic knowledge of Microsoft Word required, and Outlook & Excel preferred
• Good key boarding skills (minimum 6,000 kph and 6% or less error rate) required
• Good communication skills both verbal and written; able to communicate in a clear and concise manner and initiate own correspondence
• Ability to work well under pressure
• Able to multi-task, establish priorities, meet deadlines, and follow through on assignments
• Detail oriented and able to work independently a must
• Ability to work well under pressure in a fast-paced environment
• Good customer service skills and ability to maintain a pleasant attitude; provide professional and courteous service to members