Client looking to add a Service Center Analyst who will be responsible for providing exceptional customer service via telephone and written communications for participants of retirement plans in a target market of 100-5,000 lives. The
Service Center Analyst is responsible for tasks related to auditing and processing of pension plan benefit payments. This position works closely with the Pension Administration team to ensure the highest quality of customer service is maintained. The position also requires working with other members of the Retirement Services and Actuarial teams to provide timely response to plan participant and/or plan sponsor inquiries.
Primary Duties and Accountabilities
· Provide exceptional customer service for pension plan participants via telephone, email and formal letters regarding all aspects of their retirement plans
· Provide support and guidance for web navigation
· Research and resolve participant inquiries in a timely manner
· Assist with all aspects of pension plan repetitive payment administration
· Assist participants with and support the processing of fund transfers, rollovers, contributions, loans, distributions, and other related transactions
· Perform monthly asset and benefit payment reconciliations
· Evaluate and communicate monthly cash flow needs for benefit payments
· Support peers with routine consulting issues regarding plan transactions
· Work with team, clients and vendors to problem solve, and implement processing efficiencies
Qualifications:
· Associate’s degree or higher
· ASPPA DB-Administration Certificate (DB-A), is required within first 12 months of employment
Experience
· Minimum 2 years customer service experience
· Basic working knowledge of ERISA regulations for DB & DC plans a plus
· General knowledge of investments