Annuity Associate I

Job Description

Job Description

Overview :

Under minimum supervision, the Annuity Associate (I) performs specialized clerical duties which require attention to detail and a thorough understanding of applicable Plan rules, and departmental policies and procedures. The job duties include customer service, data entry, opening mail, interpreting reports, and processing claims for benefits. Communication with participants, staff and certain service providers is required. The Annuity Associate (I) is a full-time position, in the Retirement Benefits Department with a core work schedule of Monday through Friday, 8 : 00 AM – 5 : 00 PM. Schedule may change depending on departmental needs. Overtime may be needed periodically.

Position Functions and Responsibilities :

• Open, review and sort incoming Annuity Fund mail, e-mails, faxes and track with applicable workflow correspondence.
• Compile application distribution claim files for further processing.
• Prepare and scan completed applications for final payment processing by recordkeeper.
• Respond to inquiries from participants, beneficiaries, and union representatives relating to eligibility and Plan benefits.
• Remain apprised of participant communications and have thorough knowledge of recordkeeper website and online tools available to the participant.
• Process daily mail merge reports and basic correspondence, such as address changes and 401(k) enrollment forms.
• Perform other duties or special projects as assigned by the Annuity Manager.

Required Qualifications and Skills :

NOTE :

The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar related or a logical assignment to the position. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. CSAC is an equal opportunity employer and encourage applications from all qualified candidates regardless of gender, race, ethnicity, national origin, age, sexual orientation, marital status, religion, disability, or any other classification protected by law.