Pension Control Clerk 1 jobs in United States
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Zenith American Solutions, Inc. · 2 months ago

Pension Control Clerk 1

Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States, seeking a dedicated Pension Control Clerk 1. The role involves providing service to participants of the Pension Funds, processing various requests, and performing clerical duties to ensure efficient operations.

AssociationInformation Technology

Responsibilities

Processing requests for change of address, direct deposit, federal withholding deductions, stop payment orders and verification of income
Processing of deceased/suspended participants, retirees and beneficiaries
Processes issuance of manual checks and voided checks
Balances and proofs monthly benefit payment cut-off
Prepares Statistical Reports, Approved Lists, Retirement Register Lists, Federal Withholding Lists, Out of Country and NRA Lists on a periodic basis
Researches stale dated checks and follow-ups with retirees
Prepares documentation and assists with follow-up on Incompetent/Incapacitated Retirees and Beneficiaries, Certification of Disability and Certification of Disabled Pensioner's Continued Disability
Processes semi-monthly disability benefit payments and prepares cover letters to claimants and employers
Prepares check transmittal registers to the bank for semi-monthly disability benefit payments
Establishes total amount for transfer of funds on lump-sum benefit payouts
Documents participant interaction via utilization of the Encounter Tracking System (or equivalent system)
Provides back-up assistance to retirees with address changes, stop payment orders, and direct deposit inquiries
Assists in processing of verification of income forms from various agencies
Performs various clerical duties (typing, filing, copying, microfilm and microfiche research, etc.) as required
Provides back-up assistance to the receptionist in answering telephone and handling walk-ups
Performs data entry of month end cutoff
Prepares and processes approval letters for new retirees
Must meet the departments' quality and production standards for this job, as provided on the work standards grid

Qualification

Microsoft ExcelMicrosoft WordTyping skillsPC literacyAnalytical skillsCustomer focusCommunication skillsInterpersonal skillsTeamworkPositive attitudeIntegrity

Required

HS or GED
Must be PC literate
Demonstrates strong working knowledge of Microsoft Excel & Word
Typing skills to meet or exceed 35 WPM
General knowledge of 10-key
Requires normal concentration
easily learned simple movements
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
Meets established attendance and punctuality guidelines
Understand customer needs, both internal and external
Looks for opportunities to provide the highest quality service
Maintains appropriate documentation
Works with other employees/departments to ensure timely and quality service
Strong analytical/problem solving skills
Strong research skills
Mathematical proficiency required
Solid written, verbal and presentation skills
Listens actively and communicates effectively with participants, co-workers, clients, employers and vendors
Assists participants, co-workers, clients, employers and vendors in a friendly, courteous, and professional manner
Uses courtesy in communication and working with others
Works with other employees/departments to ensure timely and quality service
Patience and rapport with others required
Works well in a team environment with minimal supervision
Contributes to team tactics to meet defined goals
Supports a work environment that is conducive to team productivity
Accepts team decisions and works toward implementation
Highly motivated
Demonstrates flexibility and resilience when faced with multiple demands and shifting priorities
Approaches all business decisions and actions guided by sound personal and professional beliefs
High level of credibility and confidentiality
Earns trust by dealing honestly and following through on commitments

Benefits

Health, vision, and dental coverage
A retirement savings 401(k) plan with company match
Paid time off (PTO)
Great opportunities for growth

Company

Zenith American Solutions, Inc.

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Zenith American Solutions (“Zenith”) stands out as a top provider of third-party administration services specifically designed for Taft-Hartley trust funds in the U.S.

Funding

Current Stage
Late Stage
Total Funding
unknown
2017-12-13Acquired

Leadership Team

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Michele Rivas
EVP, Chief Legal Officer
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Company data provided by crunchbase