Overview:

Maintain Participant Profile Screens with personal information received from various sources such as the participant, alternate payee and beneficiaries. Review, research and solve data inconsistencies.

Job Description:

• Image correspondence into Fund database for processing.
• Keep a daily log of all faxes, Certified mail, Priority mail, Express mail and hand deliveries.
• Research all mail returned to the Fund using various sources such as AFM website or Accurint.
• Input Beneficiary Information on Participants Profile Screen.
• Copy/Scan incomplete information from periodicals. Research in AFM website and Accurint in order to complete data input into Pension System.
• Customer service – respond to telephone calls.
• View, add and modify Participants Profile Screen.
• Process corrections of Annual Covered Earnings Reports. Corrections may include social security numbers, last name, first name, middle name, and date of birth.
• Identify and analyze data that needs to be corrected.
• Research Reports from Managers and find new Participant information to update
• Conduct research on possible new deaths found with 3rd party vendor
• Other duties as assigned

Job Qualifications:

• High School Graduate required, Associates degree preferred
• 2+ years of working experience in an administrative, customer service or other related position
• Detailed-oriented
• Ability to analyze and evaluate statistical data.
• Computer skills in Microsoft Office Suite/O365, PDF applications
• Ability to exercise sound judgment and make decisions in a manner consistent with the essential job functions.
• Ability to perform multiple tasks and prioritize accordingly.
• Excellent customer service skills
• Written and verbal communications skills.