Benefits Clerk, Sr. facilitates benefits enrollment and administrative processes. Prepares and processes claims, changes, enrollments, and other benefits filings. Being a Benefits Clerk, Sr. coordinates informational sessions. Responds to inquires for information and provides forms, instructions, and other enrollment materials to employees. Additionally, Benefits Clerk, Sr. requires a high school diploma or equivalent. Typically reports to a supervisor. The Benefits Clerk, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Benefits Clerk, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)
Job Listing Title
Pension Application Processor - UFCW & Employers Trust, Benefits Administration, CONCORD CA
Job Listing:
Established in 1957, UFCW and Employers Trust, LLC, also known as the Trust Fund Office, is one of the top 500 largest retirement funds (managing over $4.2 billion in assets) in the USA. We administer health plans and pension benefits for over 230,000 participants at 116 employers throughout Northern California and Hawaii. We serve the grocery food market and retail pharmacy industry consisting of essential workers from employers like Safeway, Save Mart, and Raley’s. The Trust Fund Office administers several multiemployer plans; an employee benefit plan maintained under multiple collective bargaining agreements. Our “Taft Hartley” plans are governed by strong Boards of Directors consisting of Union and Employer industry leaders (as Trustees) with a fiduciary focus and care for our Membership and their families. Our mission is to provide exceptional benefit administration to those we serve: our Members, Dependents, Local Unions, Employers, and Service Providers.
WHAT WE ARE LOOKING FOR IN AN IDEAL CANDIDATE:
WE OFFER
OUR CULTURE
JOB SUMMARY
The Pension Analyst will need to develop a thorough understanding of the Plans and their rules and regulations and must be guided by them in fulfilling the essential duties and responsibilities as described below. A Structured Training Program is used to help the Pension Analyst learn quickly. The Pension Analyst performs technical and administrative duties associated with the processing and verification of members’ pension inquiries and applications applying the rules and regulations of the Plans. Researches issues and communicates with members, families, union representatives, other UFCW departments and financial institutions.
Candidates who have been successful in this role: Experience in benefits, accounting or finance or from the banking industry. Pension experience is not required.
ESSENTIAL DUTIES AND RESPONSIBILITIES
QUALIFICATIONS
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and use hands to handle or feel objects, tools or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms.
The employee must regularly lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
This position is subject to a pre-employment negative drug screen and satisfactory completion of a background check and reference checks.
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