Job Description

Contract Duration: 6 month contract to hire

A health plan client of Insight Global’s is looking for a Pension Assistant to work M-F in their office in Los Angeles, CA. This person will be responsible for heavy contact with providers, participants, their families and business managers. Contact with the Department management, Health Department, Eligibility Department, Pension Department and Contributions Department personnel. Daily contact with vendors (medical, prescription, dental and vision, etc.)

Job Description

The Pension Assistant will be responsible for speaking with members over the phone regarding participants pensions. This is heavy phone and email communications role.

• 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 (retirement/post-retirement/death) applications for completeness and contact participant/beneficiary 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

Pay Rate: $25/hr

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