1 Pension Coordinator Level 1 (San Diego, CA) Job in San Diego, CA

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Pension Coordinator Level 1 (San Diego, CA)

BeneSys, Inc.

San Diego, CA | Full Time

$47k-61k (estimate)

1 Week Ago

Pension Coordinator Level 1 (San Diego, CA)

BeneSys, Inc. San Diego, CA

$47k-61k (estimate)

Full Time | Investment Management 1 Week Ago

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BeneSys, Inc. is Hiring a Pension Coordinator Level 1 (San Diego, CA) Near San Diego, CA

Pension Coordinator Level I (San Diego, CA)

Summary – Third Party Administrator is seeking a Pension Coordinator. Experience in the administration of retirement plans, including defined benefit and defined contribution plans, is a must. 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. Spanish as a second language is a plus.

Essential Duties and Responsibilities include but not limited to

Calculate and perform pension benefit calculations

Analyze and communicate resolutions to participant inquiries via phone or written correspondence

Produce and review standard reports, assist with reports, maintain records/files and account reconciliation

Review incoming forms for completion and accuracy; take appropriate corrective action

Provide additional support on special projects and other escalated tasks as needed

Set priorities and activities with direction while seeking to understand reasons for change

Develop an understanding of our customers, their needs, and how individual work contributes to overall success

Work with guidance to respond to the needs of customer promptly

Set up files for new applications

Data entry of new application information

Determine eligibility for and calculates monthly benefits of members

Communicate with members through writing & phone calls.

Prepare meeting reports for the Board of Trustees

Process 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 solid analytical skills and intermediate math skills, have customer service experience, be organized and detail-oriented, and possess good written and verbal communication skills.

Level II Must be proficient in Level I skills and have two (2) years pension experience, general ERISA and other federal regulation knowledge, knowledge of BeneSys programs and reports, intermediate knowledge of plan documents, and be comfortable with some independent decision making.

Level III Must be proficient in Level I and II skills and have a complete understanding of all California Plans. Three (3) plus years extensive pension experience, advanced independent decision making skills, extensive ERISA and federal regulation knowledge, advanced knowledge of plan documents and ability to interpret all Plans. Ability to analyze new plans for conversion and train new staff.

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. Assist Supervisor and Manager with special projects. Must be able to communicate (written and verbal) effectively with Plan Professionals.

Qualifications

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 Skills - Ability to apply common sense to carry out detailed written or verbal instructions.

Physical Demands – Sustained periods of sitting, standing and keyboarding. Occasional lifting and carrying of boxes, typically “banker-box” size. Must be able to operate basic office equipment such as a scanner, adding machine, postage meter and copier.

Work Environment – This position is in a typical office environment. This is an in-office position, and the ability to maintain regular and predictable attendance in the office is an essential function of this position.

Work Schedule - Full time. Monday - Friday, 7:30am - 4:00pm. Required in office (no at-home days).

Competitive Benefits and Compensation Package

Medical/Dental/Vision, with option for dependent coverage
Flexible spending accounts
Company-paid basic life/AD&D, short-term disability, long-term disability insurance
15 days Paid Time Off during first full calendar year
11 paid holidays
Up to 5 days of paid bereavement leave
Up to 20 days of paid jury duty leave
401(k) with employer match

Pay

The current pay for this position is $33.40 per hour. The pay rate for this position is dependent on location, skills, experience, education 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.