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Tailor your resume to this PENSION/RETIREMENT SERVICES CLERK role.
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About the Role
The Pension Clerk will perform technical support duties associated with the eligibility/verification of participants’ retirement benefits and the processing of claims. This role will be responsible for creating and maintaining accurate pension records for plan participants.
Responsibilities
- Accurately enter participant enrollment data into the system.
- Obtain required documents from participants.
- Send out documents to participants.
- Maintain and update records to reflect participant status changes.
- Compile data for records and reports.
- Provide excellent customer service to participants either in person or via telephone.
- Prepare award letters.
- Assist participants in document completion.
- File, scan, and organize all pension documents.
- Provide reception area coverage on a rotating basis.
- Provide information and answer inquiries from management, the Union (NYHTC), plan participants, and external parties.
- Generate reports as necessary.
- Maintain distribution records.
Requirements
- Minimum of 1 year of pension or retirement services work experience.
- Ability to work independently, handle routine inquiries, and resolve issues with minimal supervision.
- Ability to read and analyze Pension Plan rules and regulations.
- Ability to work under pressure, meet deadlines, and multitask.
Skills
- Excellent interpersonal and customer service skills.
- Excellent organizational skills and attention to detail.
- Proficient Microsoft Office skills (Excel, Word, Outlook).
- Strong oral and written communication skills.
Location
- Manhattan
Work Type
- Full-time
Experience Level
- 1+ year of experience
Education Level
- High school diploma or equivalent
Benefits
- Medical, Dental, Pharmacy and Vision health benefits at no cost to all benefits-eligible employees and their eligible dependents
- Paid Time Off (Vacation, Personal, Sick days, and 12 paid Holidays)
- 401(k) Plan
- Life Insurance
- Tuition Reimbursement
- Mental Health Coverage
- Legal Services Benefit
- Short Term Disability Benefits
About the Company
- Health Center Inc. (also known as The New York Hotel Trades Council and Hotel Association of NYC, Inc Employee Benefit Funds) is a NYC based healthcare organization with ambulatory care facilities staffed with a wide range of health professionals to provide extensive medical and diagnostic services.