Pension Processor (DeForest, WI)

Pension Processor (DeForest, WI) Summary – The Pension Processor calculates retirement benefit estimates, processes applications, communicates with members, prepares reports for Board of Trustees, balances monthly ledger, and processes pension checks. Performs customer service functions as needed. Collective Bargaining Agreement position. Essential Duties and Responsibilities include but not limited to Answer overflow calls from Retirement Services Representatives and more complicated participant inquiries and requests via incoming phone calls as needed. Enter data for new applications and update member demographics. Handle walk-ins for members accordingly. Determine eligibility for and calculate monthly benefits of participants based upon a thorough understanding of complex Plan provisions. Communicate clearly with participants, both verbally and through written communications. Prepare meeting reports for the Board of Trustees. Balance monthly ledger, process monthly pension checks and print manual checks. Review monthly and yearly exception reports. Coordinate with the Programming to implement plan changes and conduct month and year end processes. Update changes in benefit status and amounts for participants. Create and maintain fund-specific procedural manuals. Follow established procedures in a thorough and consistent manner. Ability to work independently with minimal assistance and supervision. Regular and predictable attendance is an essential function of this job. Qualifications - Excellent customer service skills are a must. Education and/or Experience - High School diploma or GED and some college and/or job- related experience. Familiarity with ERISA, REA, PPA and DOL/IRS Code and regulations directly related to job duties. Language Skills - Ability to comprehend written materials such as plan documents and legal correspondence. Communicate professionally, tactfully and clearly with participants, fellow employees and other professionals. Mathematical Skills - Ability to apply concepts of basic addition, subtraction, multiplication, division and algebra. Must be able to understand and apply knowledge of decimals, fractions, and percentages. Reasoning Skills - Ability to apply common sense to carry out detailed written or verbal instructions. Ability to assess and analyze results for accuracy and efficiency. Computer Skills - Working knowledge of Microsoft Office products, especially Excel, Word, and Outlook. Phone Skills - Ability to handle a variety of callers in a pleasant, respectful, patient and efficient manner. Occupational Skills - Ability to work in an organized manner. Must be detail-oriented and able to multi-task. Work Schedule - Full time (less than 40 hours but more than 30). Monday – Friday, 8:00am - 3:30pm. Requires in-office days but also offers at-home flexibility. Competitive Benefits & Compensation Package One-week paid vacation after 6 months, 2 weeks after one year 9 paid holidays 6 paid personal days 6 sick days after 6 months; 12 sick days after 1 year Paid bereavement leave Health insurance under the Wisconsin Laborers' Health Fund, includes dependent coverage Long term disability insurance Career development opportunities 401k plan Pay - This is a union position. The current pay is $23.63 per hour. The pay rate offered is determined by the collective bargaining agreement and may be dependent on experience, education, location and other business factors. 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.