The Pension Analyst
performs all aspects of processing retirement applications and inquiries for pension benefits independently. The functions include set-up through completion. The Pension Analyst is part of a team environment and will be cross trained in Billing
and CBA areas to create a well-rounded understanding of the Plan operations.
Perform retirement benefit computations and verifications. Must effectively interpret the Plan to develop clear, accurate benefit
calculation or determination of denial of benefits.
Communicate the terms of the Plan effectively.
Prepare and verify retirement election forms and notifications as well as compose correspondence.
Prepare timely responses
to legal disclosures and documents to participants, counsel and regulatory authorities.
Prepare participant appeals and other materials for review.
Accurately transfer data from outside sources to pension files.
daily departmental mail and provide telephone relief.
EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
Bachelor’s degree or equivalent experience with a multi-employer, Taft-Hartley, defined benefit plan.
record of exceptional performance in providing professional customer service.
Ability to communicate effectively, both orally and in writing.
Strong verbal and interpersonal skills.
Able to work independently and within
a team environment.
Able to handle multiple tasks and prioritize responsibilities while paying special attention to detail.
Demonstrates strong analytical and problem solving skills.