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RETIREMENT BENEFITS SPECIALIST

Company: Wilson-McShane Corporation
Location: Downers Grove
Posted on: May 11, 2022

Job Description:

Wilson-McShane Corporation is a third party administrator of over 100 Taft-Hartley Multiemployer Funds and is committed to providing plan participants with exceptional customer service. Wilson-McShane is not the biggest TPA but we pride ourselves in being the best in terms of client value, customer service, technology, employee talent, and strategic and planned growth.
At Wilson-McShane Corporation, we value respect, we value each other, and we strive to continually improve our work and processes to deliver value to our clients. Our core philosophy is providing unsurpassed, first-class service and excellence, and defending the integrity and spirit of the plans we administer.

Employee Benefits

  • Employer Paid Family Health, Prescription Drug and Dental Benefits
  • Life Insurance and AD&D
  • Dependent Care Reimbursement Account
  • Paid Holidays and Paid time off
  • Retirement Income Plan: 401(k) and Roth 401(k)
  • Flexible Spending Account (FSA)
  • Voluntary Vision, Accident, Critical Illness and Pet Insurance
  • Employer Paid Short Term Disability
  • Employee Assistance Program, including access to confidential counseling (virtual and in-person)Essential duties and responsibilities include the following:
    • Calculate and prepare retirement benefit payment amounts
    • Process retirement benefit applications
    • Explain retirement benefits to participants and provide participants with benefit estimates
    • Answer high volume of incoming participant calls relating to the Pension Plans
    • Regularly meet with participants to answer questions related to their retirement benefits, and communicate with other Fund Professionals as needed
    • Interpret and administer retirement benefits as outlined in Plan Documents
    • Draft and mail correspondence to participants and beneficiaries regarding retirement benefits
    • Other duties and projects as assignedTo perform the job successfully, an individual should demonstrate the following competencies:
      • Professionalism- Approach others in a tactful manner; React well under pressure; Accept responsibilities for own actions; Follow through on commitments; Team Player.
      • Customer Service- Manage difficult or emotional customer situations; Respond promptly to customer needs; Respond to requests for service and assistance.
      • Quality- Demonstrate accuracy and thoroughness; Look for ways to improve and promote quality; Apply feedback to improve performance; Monitor own work to ensure quality; Take pride in their own work; Organized.
      • Quantity- Meet productivity standards; Complete work in timely manner.
      • Dependability- Follow instructions, respond to management direction; Keep commitments; Complete tasks on time or notifies appropriate person with an alternate plan.
      • Attendance/Punctuality- Is consistently at work and on time; Ensure work responsibilities are covered when absent.
      • Adaptability- Adapt to changes in the work environment; Manage competing demands; Change approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events; Ability to prioritize duties.
      • Communication- Listen and get clarification; Respond well to questions; Write clearly and informatively; Edit work for spelling and grammar; Vary writing style to meet needs; Able to read and interpret written information.To perform the job successfully, an individual should have the following qualifications:
        • Proficient in Microsoft Word and Excel.
        • Previous customer service experience preferred.
        • Previous retirement benefits experience preferred.
        • Experience with Taft-Hartley Funds is preferred.COVID-19 considerations:
          We are committed to the health and safety of our employees, and currently follow state, federal, and local guidelines regarding COVID-19 safety procedures. We provide disinfectant spray for each employee to use in their personal space and common space areas. Prior to entering the office each day, employees are required to fill out an online self-screening to confirm they are not exhibiting any COVID-19 symptoms, and have not been exposed to anyone with symptoms or a COVID-19 diagnosis.SkillsPreferred
          • ADAPTABILITY
          • COMMUNICATION
          • TEAMWORK

Keywords: Wilson-McShane Corporation, Downers Grove , RETIREMENT BENEFITS SPECIALIST, Other , Downers Grove, Illinois

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