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BeneSys, Inc. · 2 weeks ago

Retirement Benefit Specialist (Independence, OH)

Independence, OH

Full-time

Onsite

New Grad, Entry Level

$21/hr - $23/hr

BeneSys, Inc. is a company focused on providing excellent service to its members and fostering employee success. The Retirement Benefit Specialist is responsible for calculating retirement benefit estimates, processing applications, and providing customer service to participants, ensuring clear communication and accurate reporting to the Board of Trustees.

IT Management

Responsibilities

Calculate retirement benefit estimates, processes applications, communicates with members, prepares reports for Board of Trustees, balances monthly ledger, and processes pension checks

Answer overflow calls from Retirement Services Representatives and more complicated participant inquiries and requests via incoming phone calls as needed

Enter data for new applications and update member demographics

Determine eligibility for and calculate monthly benefits of participants based upon a thorough understanding of complex Plan provisions

Communicate clearly with participants, both verbally and through written communications

Prepare meeting reports for the Board of Trustees

Balance monthly ledger, process monthly pension checks and print manual checks

Review monthly and yearly exception reports

Coordinate with the Programming to implement plan changes and conduct month and year end processes

Update changes in benefit status and amounts for participants

Create and maintain fund-specific procedural manuals

Follow established procedures in a thorough and consistent manner

Ability to work independently with minimal assistance and supervision

Ability to work in an organized manner

Must be detail-oriented and able to multi-task

Ability to handle a variety of callers in a pleasant, respectful, patient, and efficient manner

Perform customer service functions as needed

Regular and predictable attendance is an essential function of this job

Qualification

Defined benefit plansDefined contribution plansPension calculationsMicrosoft ExcelCustomer serviceCommunication skillsDetail-orientedOrganizational skills

Required

High School diploma or GED equivalent

Ability to comprehend written materials such as plan documents and legal correspondence

Ability to communicate professionally, tactfully, and clearly with participants, fellow employees, and other professionals

Ability to apply concepts of basic addition, subtraction, multiplication, division, and algebra. Must be able to understand and apply knowledge of decimals, fractions, and percentages

Working knowledge of Microsoft Office products, especially Excel, Word, and Outlook

Excellent customer service skills are a must

Regular and predictable attendance is an essential function of this job