Job Description: Pension Services Analyst I
Reports to: Pension Services Group Supervisor
Position Summary
Do you have a knack for interpreting complicated plan provisions, the ability to compute accurate calculations, and top-notch communication skills allowing you to explain complex information effectively? Is your approach to customer service personable yet effective? Can you be diplomatic when handling sensitive matters when working alongside our esteemed Pensioners, assisting with the utmost patience, passion, and integrity? If so, we have a fantastic opportunity for you as a Pension Services Analyst I at The United Association National Pension Fund (UANPF).
The United Association National Pension Fund (UANPF) is a multi-employer defined benefit pension fund established over 50 years ago. We are responsible for administering retirement benefits nationwide for over 160,000 hardworking members and their families. The Pension Services Analyst I is a trainee position open for a maximum of 36 months. The position is a part of the career ladder. After successfully completing the trainee level between 18 and 36 months, the analyst shall be promoted to Pension Services Analyst II. The Pension Services Analyst I shall be responsible for conducting research and responding to all correspondence related to pension status in accordance with the National Pension Plan and Local Union Pension Plan Rules. This is no job for the faint of heart. Your keen attention to detail is essential! But if you have what it takes and are eager and committed to joining our transforming team, come on board!
Core Competencies
- Excellent time management skills with the ability to set priorities and meet deadlines
- Highly motivated self-starter
- Ability to demonstrate honesty, integrity, and professionalism at all times
- Easily adaptable to changes in priorities and workload
- Strong critical thinking skills and the ability to exercise sound judgment
- Must have a professional and positive attitude with a customer service-focused approach
- Solid organizational skills and the ability to effectively multitask
- Excellent analytical skills and ability to perform accurate mathematical calculations
- Exceptional verbal and written communication and interpersonal skills including effective telephone communications
- Ability to perform daily functions with minimal supervision, once fully on-boarded
Responsibilities
The trainee is expected to become proficient in the following area:
- Qualified Domestic Relations Orders, which requires recognizing a model or non-model order and review of pre-application eligible model orders.
- Employee Retirement Income Security Act (ERISA) and the Retirement Equity Act (REA), including responsibilities for processing inquiries, appeals and domestic relations orders within the time limits imposed by these Federal Regulations.
- The Fund's Processing Procedures for Domestic Relations Orders include responsibilities for processing domestic relations orders per these procedures.
- The Fund's Appeals Processing Procedures include processing and analyzing appeals per these procedures, writing appeal acknowledgment letters, and basic appeal briefs.
- Verifies inquiries have been accurately indexed in records database workflow.
- Responds to correspondence inquiries from Plan Participants, Pensioners, U.A. Local Unions, and attorneys regarding members' status, eligibility requirements, and other general questions related to the Plan Rules and procedures.
- Calculates eligible pension credits from submitted earnings data, Hours Summary File and local union merger records as appropriate. Makes any necessary request to members, local unions, or other Fund departments for updating or correcting data.
- Calculates pension credit for less complex local plan merger cases.
- Calculates estimated pension amounts and options under the National Pension Plan and Local Union Pension Plan Rules.
- Manages and tracks a high volume of correspondence from external and internal sources
- Process relevant document requests.
- Writes correspondence regarding Divorce Decrees, Separation Agreements, and other marital-related documents submitted to the Fund.
- Produces high-quality documentation that meets the applicable Fund's standards and is appropriate for its intended audience.
- Assists Pension Services Analyst II-IV with appeal acknowledgments, a compilation of relevant document requests, and preparing appeals packages.
Qualifications
- College degree or one year of related work experience.
- Must have a professional and positive attitude with a customer service focused approach.
- Must be proficient in Microsoft Office and able to master other computer applications quickly
- Must be resourceful, innovative, and forward-thinking.
- Must be able to work independently and within a team environment equally well.
SALARY: Level V ($1,255 per week)
HOURS: 8:30 AM to 4:30 PM (37.5-hour work week)
BENEFITS: United Association National Pension Fund offers a competitive salary and benefits that protect you and your family. Employer paid benefits include medical insurance, prescription drug, dental and vision benefits, short and long-term disability benefits, a defined benefit pension plan; plus 401 (k) plan, flexible spending accounts and free parking.
UANPF is an Equal Opportunity Employer.
Apply via our website at www.uanpf.org and click on Employment Opportunities.
