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BeneSys, Inc.

<div><div><b>Pension Coordinator (Independence, OH)</b></div>
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<b>Summary</b></div>
<div>A growing Taft-Hartley Third Party Administrator in the Independence, Ohio area is seeking a Pension Coordinator.</div>
<div></div><div><b>Pension Coordinator Responsibilities</b></div>
<ul><li>Calculate retirement benefit estimates, processes applications, communicates with members, prepares reports for Board of Trustees, balances monthly ledger, and processes pension checks.</li>
<li>Answer overflow calls from Retirement Services Representatives and more complicated participant inquiries and requests via incoming phone calls as needed.</li>
<li>Enter data for new applications and update member demographics.</li>
<li>Determine eligibility for and calculate monthly benefits of participants based upon a thorough understanding of complex Plan provisions.</li>
<li>Communicate clearly with participants, both verbally and through written communications.</li>
<li>Prepare meeting reports for the Board of Trustees.</li>
<li>Balance monthly ledger, process monthly pension checks and print manual checks.</li>
<li>Review monthly and yearly exception reports.</li>
<li>Coordinate with the Programming to implement plan changes and conduct month and year end processes.</li>
<li>Update changes in benefit status and amounts for participants.</li>
<li>Create and maintain fund-specific procedural manuals.</li>
<li>Follow established procedures in a thorough and consistent manner.</li>
<li>Ability to work independently with minimal assistance and supervision.</li>
<li>Ability to work in an organized manner.</li>
<li>Must be detail-oriented and able to multi-task.</li>
<li>Ability to handle a variety of callers in a pleasant, respectful, patient, and efficient manner.</li>
<li>Perform customer service functions as needed.</li>
<li>Regular and predictable attendance is an essential function of this job.</li>
</ul><div><b>Pension Coordinator Qualifications</b></div>
<ul><li>High School diploma or GED equivalent.</li>
<li>Some college with math, accounting, or finance courses and/or job-related experience a plus.</li>
<li>Experience with defined benefit, defined contribution or 401(k) plans is a plus.</li>
<li>Familiarity with ERISA, REA, PPA and DOL/IRS Code and regulations directly related to job duties is a plus.</li>
<li>Ability to comprehend written materials such as plan documents and legal correspondence.</li>
<li>Ability to communicate professionally, tactfully, and clearly with participants, fellow employees, and other professionals.</li>
<li>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.</li>
<li>Working knowledge of Microsoft Office products, especially Excel, Word, and Outlook.</li>
<li>Excellent customer service skills are a must.</li>
</ul><div><b>Work Schedule</b></div>
<div>Full time. Monday - Friday, 7:30am - 4:30pm. Required in office (no at-home days).</div>
<div></div><div><div><b>Competitive Benefits &amp; Compensation Package</b></div>
<ul><li>15 days Paid Time Off (PTO) during first full calendar-year of service</li>
<li>12 paid holidays</li>
<li>3 days paid bereavement</li>
<li>Up to 20 days paid jury leave</li>
<li>Medical, dental, and vision insurance, with option for dependent coverage</li>
<li>Company-paid basic life, short-term disability, long-term disability, and AD&amp;D insurance</li>
<li>401k with employer match</li>
<li>Tuition reimbursement program</li>
<li>Career development opportunities</li>
<li>Referral bonus for all successful full-time referrals</li>
<li>Annual opportunities for increases.</li>
</ul><div><b>Pay</b></div>
<div>Hourly rate ranges from $21.00 - $23.00. Actual rate dependent on location, skills, education, experience and other business factors</div>
</div><div></div><div><div><div><div><b>Our Culture</b></div>
<div>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.</div>
<div></div><div>Our culture focuses on three core values:</div>
<ul><li>Collaboration: working together across 31 locations to achieve the best for the company and our clients</li>
<li>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</li>
<li>Integrity: doing what we say we will do. Upholding strong ethical and moral principles</li>
</ul><div><b>ADA &amp; EEO</b></div>
</div>
<div></div><div><div><b><i>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.</i></b></div></div></div></div></div>

Pension Coordinator (Independence, OH)

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BeneSys, Inc.

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Pension Coordinator (Independence, OH)