Claims Representative

Job Description- Answer telephone calls from participants requesting information on retirement, accrued benefits, possible death benefits, withdrawal benefits and explanation of Plan rules.- Schedule meetings and phone call follow ups between Pension Administrators and participants.- Meet with Pension team regularly to follow up on participant communication.- Research and draft written correspondence regarding pension benefits (e.g., Plan Value Letters, Benefit Confirmation Letters, etc.)- Review (retirementpost-retirementdeath) applications for completeness and contact participantbeneficiary if information is missing.- Assist Pension team to coordinate with other departments as necessary.- Coordinate with Authenticity Coordinator and Pension Manager to determine effect of adjustment of contributions on pension benefits.- Assist reconciling reports as directed.- Prepare documents for scanning.- Review and reconcile 1099-R reports.Required Skills & Experience- Excellent written and oral communication skills- Ability to handle multiple tasks- Highly organized and strong attention to detail and follow up- Analytical and reasoning skills- Ability to work independently

Created: 2025-01-26