
Responsibilities
• Review and authorize pension benefits for retired 1199SEIU members, surviving spouses, beneficiaries and their estates; ensure benefits are processed in compliance with Federal and Plan regulations
• Verify pension calculations and medical benefit entitlements for members who receive counseling; ensure members are informed of accurate pension and medical benefits due to them upon retirement
• Maintain counts of daily production including approvals and rejections for Quality Assurance Specialists; provide up to date information on daily production
• Generate and review written correspondence to members based on Plan provisions; accurately inform members of retirement benefit options or reasons for denials
• Counsel prospective retirees on pension and medical benefits as needed; provide information of various retirement options regarding payments and benefits
• Review and authorize re-calculation of pension benefits; adjust any underpayment or overpayment in pension benefits based on additional information obtained from members, employers or Social Security Administration
• Review and audit changes made by Pension Reconciliation Unit; ensure updated information has the proper authorization and signatures
• Perform other duties and special projects as assigned by management
Qualifications
• High School Diploma or GED required; Bachelor’s degree preferred
• Minimum four (4) years pension claims processing or pension counseling experience in a benefits environment required
• Comprehensive knowledge of pension administration, eligibility requirements, benefit provisions, and enrollment protocols required
• Solid background with pension auditing and compliance review desirable
• Basic skill level in Microsoft Word and Excel preferred; able to perform data analysis, pension calculations and ability to navigate pension systems (Vitech V3)
• Ability to work well under pressure for timely payment of pension files, meet deadlines and department goals
• Proactive and analytical problem solving required; able to communicate with management and staff on complex issues

The 1199SEIU Funds are among the strongest and largest labor-management funds in the nation, providing a range of comprehensive benefits to 400,000 working and retired healthcare industry workers — members of 1199SEIU United Healthcare Workers East — and their families. Through the Benefit and Pension, Training and Employment and Child Care Funds, 1199SEIU members enjoy complete health benefits, a defined monthly pension at retirement and training, educational, job security, and child care benefits all at little or no cost.
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