Key Responsibilities

• Reviewing and validating documentation required to process benefit applications
• Processing status requests, benefit applications, and verification requests accurately and efficiently
• Calculating pension and benefit amounts based on eligibility and service credits
• Preparing system-generated and template correspondence related to application processing
• Communicating with participants by phone or written correspondence to clarify application details
• Researching work history and Social Security documentation when necessary
• Coordinating with internal teams to resolve discrepancies or missing information
• Preparing files for approval or rejection based on eligibility requirements
• Recalculating benefits when additional service credits are identified
• Assisting with retroactive payment calculations and interest adjustments
• Providing backup support to the contact center when needed

Qualifications

• 2+ years of experience in benefits administration, pensions, or related fields preferred
• Bachelor’s degree or equivalent professional experience required
• Strong attention to detail and ability to manage multiple tasks in a high-volume processing environment
• Excellent verbal and written communication skills
• Ability to research, analyze documentation, and resolve complex participant inquiries
• Professional demeanor with strong collaboration and problem-solving abilities