Pension Coordinator Level I (Pleasanton, CA) Job at BeneSys, Inc.
Pension Coordinator Level I (Pleasanton, CA)
Summary
Calculates retirement benefit estimates, processes applications, communicates with members, reports to Board of Trustees, balances monthly ledger, and processes pension checks. Performs customer service functions.
Pension Coordinator Responsibilities
- Sets up files for new applications
- Data entry of new application information
- Determines eligibility for and calculates monthly benefits of members
- Communicates with members through writing & phone calls
- Prepares meeting reports for the Board of Trustees
- Processes pension checks, including the stuffing of envelopes, posting, and printing manual checks
- Regular and predictable attendance is an essential function of this job
Pension Coordinator Levels
Level I - No pension experience necessary, but must possess analytical, intermediate math, customer service, and strong written and verbal communication skills. Must be organized and detailed oriented. Must possess a positive attitude. Must be able to respond quickly to new instructions, situations, and procedures. Must be proficient in Microsoft Word, Excel, and Outlook. Must meet minimum service standards as set by the Company.
Level I - No pension experience necessary, but must possess analytical, intermediate math, customer service, and strong written and verbal communication skills. Must be organized and detailed oriented. Must possess a positive attitude. Must be able to respond quickly to new instructions, situations, and procedures. Must be proficient in Microsoft Word, Excel, and Outlook. Must meet minimum service standards as set by the Company.
Level II - Must be proficient in Level I skills with two (2) years pension experience, general ERISA and other federal regulation knowledge, knowledge of BeneSys systems, programs, reports, and intermediate knowledge of plan documents. Must be an independent thinker and worker. Must be able to handle multiple plans. Must comprehend, initiate, and complete the valuation process for defined contribution plans and year-end process for defined benefit plans. Must display an effective level
of confidence when communicating with plan professionals and others. Must be able to resolve problems.
Level III - Must be proficient in Levels I and II skills with three (3) plus years of extensive pension experience. Must have a thorough understanding of West Coast Plans. Must possess advanced decision-making skills, extensive ERISA and federal knowledge, advanced knowledge of plan documents and ability to interpret those documents. Must be able to train staff. Must be able to analyze new plans for conversion. Must assist with special projects.
Unit Leader - Must be proficient in Levels I, II, and III skills. Must display strong leadership skills. Must effectively plan and prioritize the productivity of the staff. Must assist in the conversion of new plans. Must be able to troubleshoot issues. Will assist Supervisor and Manager with special projects. Must be able to communicate (written and verbal) effectively with Plan Professionals.
Supervisory Responsibilities None
Work Schedule - Full time. Monday - Friday 7:30am - 4:00pm
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Excellent customer service skills are a must.
- Be detail oriented with good mathematical and analytical skills
- Be able to work well in a team environment
- Have a customer satisfaction focus and team-oriented style
- Have outstanding interpersonal and communication skills (verbal/written)
- Have proven problem solving ability
- Have good multitasking, organizational, and time management skills
- Be proficient in Excel and Word
Education and/or Experience High School diploma or GED and some college and/or job-related experience
Language Skills Ability to read documents and communicate professionally and clearly.
Mathematical Skills Ability to apply concepts of basic addition, subtraction, multiplication, and division. Must be able to understand and apply knowledge of decimals, fractions, and percentages.
Reasoning Ability Ability to apply common sense to carry out detailed written or verbal instructions.
Certificates, Licenses, Registrations None required
Work Environment The position operates in an office/clerical setting, using standard office equipment such as: computers, phones, photocopiers, filing cabinets, fax machines, etc. The department can be fast paced. Must be able to multi-task. Must be detailed oriented.
Competitive Benefits Package
- Medical/Dental/Vision
- Flexible spending accounts
- Company-paid basic life, short-term disability, long-term disability insurance
- Paid Time Off
- Paid holidays
- Paid bereavement leave
- 401(k) with employer match
Pay
This is a union position. The pay rate for this position is determined by the collective bargaining agreement and may be dependent on skills, education, experience and other business factors. The current starting pay rate for this position is $32.43 per hour.
COVID-19 Considerations
- Sanitation procedures in place
- Daily check-in program with contact tracing
Our Culture
BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential.
Our culture focuses on three core values:
- Collaboration: working together across 31 locations to achieve the best for the company and our clients
- Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
- Integrity: doing what we say we will do. Upholding strong ethical and moral principles
ADA & EEO
Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.
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