Southwest Service Administrators, Inc. · 1 day ago
Pension Analyst
Phoenix, AZ - Phoenix, AZ 85027
Full-time
Onsite
New Grad, Entry Level
$17.50/hr - $22.50/hrSouthwest Service Administrators, Inc. is seeking a Pension Analyst who will provide customer service to pension participants while computing and maintaining pension benefits and records. This role involves resolving complex issues and ensuring accurate processing of pension plans.
ConsultingEmployee BenefitsProfessional Services
Responsibilities
Provide high quality customer service to all Fund & Pension members
Respond to and resolve complex issues, including those escalated by members
Serve as primary, daily contact to clients on delivery of services
Resolve complex plan provision questions and issues addressed
Raise issues as appropriate to Team Supervisor or Department Manager
Learn and use professional excellence tools and concepts to ensure efficient and quality output/service delivery
Perform, with guidance, routine and recurring plan administration tasks for clients' defined benefit plans (i.e. benefit calculations, retiree and death admin processing, annual data updates, assist with preparation of benefit statements)
Gain understanding of the plan design (i.e. benefit formulas, options, eligibility)
Perform technical review for straight forward pension calculations, correspondence and payment entry/trust instructions as they arise
Follow and update documentation materials as directed
Review QDRO and survivor set ups
Adhere to plan documents and government regulations in administering plans
Maintain complete and accurate processing
Work cooperatively with other team members (i.e. client plan administrators; actuaries)
Actively participate in team meetings and training activities
Provide detailed information to the pension payroll team regarding over-payments
Perform additional responsibilities and projects as periodically assigned
Qualification
Required
(Minimum) High School Diploma/GED
Strong mathematics/statistical/analytical skills required
Minimum 40 WPM and 3,000 KPH proficiency
Solid expertise in MS Excel & MS Word (i.e. pivot tables and lookup functions)
Exceptional attention to detail
Professional, client-focused approach to colleagues and assignments
Strong oral and written communication skills
Ability to seek out experiences that may change perspective or provide an opportunity to learn new things
Strong dedication to follow-through on all tasks and assignments
Ability to sit for long periods of time operating a computer keyboard
Ability to organize, set priorities, work independently and complete multiple projects within established deadlines
Preferred
Associate Degree preferred but not required
Minimal knowledge of the fundamentals of defined benefit, defined contributions and Taft Hartley plan design is a plus (Pension and Fund specific training to be provided)
Benefits
MEDICAL, DENTAL, VISION
SHORT-TERM DISABILITY
Full coverage benefits for a low weekly premium of $5 (Employee Only), $15 (for Child(ren) and $20 per week for full family or Employee/Spouse.
COMPANY PAID supplemental dental coverage of $1,000 per year for Employee.
COMPANY PAID LONG TERM Disability & Life/AD&D coverage.
401K Plan including company match up to 5%.
COMPANY PAID additional pension plan entirely funded by the company.
EXCEPTIONAL TIME OFF package including Paid Personal Leave (PPL) and Vacation with annual BUY BACK options!!!!
Annual, automatic pay increases.
Company
Southwest Service Administrators, Inc.
Southwest Service Administrators was created in 1995 as an independent Third Party Administrator (“TPA”) to provide unique and specialized services to labor-management, Taft-Hartley Trust Funds.
Founded in 1995
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase