Zenith American Solutions, Inc. · 8 hours ago
Retirement Benefits Clerk
Oak Brook, IL
Full-time
Onsite
New Grad, Entry Level
$19.23/hr - $19.23/hr
0+ years expZenith American Solutions is the largest independent Third Party Administrator in the United States, seeking a Retirement Benefits Clerk. The role involves performing administrative and clerical duties related to the verification of retirement benefits applications in accordance with company policies and regulatory requirements.
AssociationInformation Technology
Responsibilities
Maintains current knowledge of assigned Plan(s)
Verifies all required documents are received to process application
Reviews submitted documents for accuracy and completeness
Verifies that all required entries are completed
Verifies signatures have been provided where needed
Determines if additional or supplemental documentation is needed (e.g. QDRO, Social Security Earning report, historical data lookup)
Contacts participants by phone or in writing to obtain missing documents or incomplete information
Forwards completed applications for processing
Identifies applications that require additional review; forwards to appropriate internal department
Performs other duties as assigned
Qualification
Required
High school diploma or GED
Six months experience working in a professional environment
Highly developed sense of integrity and commitment to customer satisfaction
Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations
Ability to communicate clearly and professionally, both verbally and in writing
Strong understanding of discretion and the appropriate handling of sensitive information
Solid organization skills with an attention to detail
Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages
Computer proficiency including MS Office tools and applications
Preferred
Bilingual English and Spanish, based on location needs
Prior retirement plan administration experience
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.
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-12-13Acquired
Leadership Team
Michele Rivas
EVP, Chief Legal Officer
Recent News
2024-02-05
Company data provided by crunchbase