The representative is responsible for managing inbound calls and providing guidance to beneficiaries regarding pension plans and benefit kits. They will also perform walkthroughs on required forms, manage inboxes, and collaborate with the team to ensure accurate benefit processing.
The representative will manage inbound calls to assist beneficiaries with pension plan inquiries and guide them through the benefits process. Responsibilities also include managing inboxes, processing death kits, and collaborating with the team to ensure accurate service delivery.
The analyst will perform Defined Benefit pension calculations, process participant transactions, and resolve inquiries in accordance with plan provisions. They will also maintain accurate participant records and support data validation, audits, and system updates.
Administer and support defined benefit pension plans while ensuring compliance with ERISA, IRS, and plan provisions. Act as a subject matter expert to resolve complex participant inquiries and collaborate with actuaries and clients to maintain service standards.
The role involves executing client-defined benefits processes, managing the project life cycle for change work, and acting as a Subject Matter Expert for client rules. Responsibilities also include mentoring junior staff and maintaining business requirements and process documentation.
