Duties include, but are not limited to the following:

• Calculates benefits according to plan and/or merger document specifications.
• Monitors and maintains status of applications submitted to Benefit Funds Office.
• Corresponds, both verbally and in writing, with participants, contributing employers, local union and plan consultants.
• Researches, analyzes and resolves benefit related delinquencies in coordination with Central Collections Section of Benefit Funds Office.
• Maintains Pension Master File Records including: a) tax withholdings b) union dues withholdings, c) pensioners working after retirements recalculations, d) pensioners exceeding limits for working after retirement, e) Beneficiaries receiving balance of guaranteed benefits
• Extensive oral and written correspondence with members regarding eligibility requirements.
• Prepares and coordinates reports for Trustees Meetings.
• Performs other duties as required to support the department and its mission.

• Knowledge of and experience analyzing and interpreting plan language and applicable merger agreements.
• Knowledge of unions and/or non-profit environment preferred.
• Knowledge of ERISA regulations, DOL and IRS Tax Regulations.
• Demonstrated written and oral communications skills relating to all phases of benefit eligibility and payments.
• Good aptitude for figures and attention to detail absolutely necessary.
• Proficient in the use of personal computers using word processing software or other SEIU software including Microsoft Office Suite, Word Intermediate, Excel
• Intermediate, Access Intermediate, PowerPoint Introduction.
• Spanish/English fluency for the bilingual position.

email: hrres@seiu.org.

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