Pension Specialist Resume Samples

A Pension Specialist provides advice and information on retirement provision to organization employees and advises on the best way of pensions provisions for the organization as a whole to provide to its staff members. The following duties mentioned on the Pension Specialist Resume are generally carried out by these professionals – reviewing the client organization’s current pension provided for its staff members, researching the financial market for suitable products and investment funds, recommending options for the client organization to choose from, explaining complex information to clients to make them aware of their options, assessing the relative merits of different schemes, setting up and running the pension scheme on behalf of the organization, sourcing appropriate investment funds, overseeing the administration of pension schemes, providing regular reports to pension managers and trustees, and issuing regular statements to scheme members.

The job skills often found on the resume include – solid understanding of laws, regulations, and company policies related to retirement benefits, the ability to interpret financial data and apply it to benefit plan policies and related documentation, knowledge of accounting software, and HR database, and good communication skills. A degree in HRM or business administration is necessary. Entry without a degree is possible if the applicant has experience in the pensions industry and professional qualifications.

Pension Specialist Resume example

Pension Specialist Resume

Objective : Highly motivated, multi-task oriented self starter with exceptional writing and communication skills seeks a position that will allow me to take advantage of a strong Employee Benefits background along with a diverse variety of administrative and clerical duties, including creative and analytical expertise.

Skills : Alpha & Numeric Data Entry, Microsoft Office,Excel, SAP, Lotus Notes,Remedy, Mortgage,Banking, Teaching, Technical Support, Pension Specialist,.

Description :

    1. Reviewed, accepted, approved, maintained, responded to approval, and Incompleted Letters for legal documents; POAs, Trusts, Wills, Estate, and miscellaneous documents.
    2. Calculated, Verified, and updated Pension and Interest amounts in PetSmart for Pension Payroll.
    3. Processed payment setups and spreadsheet maintenance.
    4. Reviewed Participant returned paperwork and identification and creation of Incomplete letters for all returned paperwork.
    5. Reviewed, processed, and accepted or denied Survivor Benefits and death claim paperwork review.
    6. Worked on special projects including Data cleanup and Return Mail research.
    7. Researched and coordinated the correction of reporting errors and earning discrepancies initiated by participants.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Masters In Literature


Pension Specialist Resume

Headline : To obtain a Pension Specialist position where providing optimal customer service is practiced and expected.

Skills : Sales, Risk Management, Financial Analysis, Microsoft Office Suite, Performance Management, Account Management, Data Analysis, Financial Statements, Strategic Planning, Business Development.

Description :

    1. Responsible for running pension benefit calculations for employees of companies via Excel.
    2. Responded to participant calls and help facilitate their requests.
    3. Consulted with participants on pension plan provisions and payment elections.
    4. Handled benefit plan administration and management of special projects with defined benefit plans for various clients.
    5. Coordinated monthly pension payments with trustee and reconciling payments via Excel.
    6. Assisted with testing of the system of new clients according to the plan provisions and administrative requirements.
    7. Broaden knowledged of defined benefit administrative rule.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BBA In Finance


Pension Specialist Resume

Summary : With 8 years plus in a Healthcare, I am very well suited to a fast paced office; I am versed in areas of medical coding, billing and healthcare administration. I have very strong communication skills verbal and written. I am seeking an environment that wants to go further and pushes me to become stronger.

Skills : Intermediate Microsoft Word, Planning Skills.

Description :

    1. Assisted in the training of new employees.
    2. Assisted in the testing of new programs and systems within the Plans.
    3. Reviewed and tested Annual pension summaries for accuracy prior to mailing.
    4. Inquiry management: assigned, distributed, and responded to messages left for the Pension Plan via voicemail, email, or fax.
    5. Walked-in support: in-person interaction between participant walk-in and representative.
    6. Enabled successful achievement of sales targets through customer and sales rep support of asset movement and gathering transactions.
    7. Ensured Incoming Rollovers requests are in compliance with Plan and IRC provisions, as applicable.
                              Years of Experience
                              Experience
                              7-10 Years
                              Experience Level
                              Level
                              Management
                              Education
                              Education
                              MS

                              Pension Specialist Resume

                              Objective : Experienced in commercial banking, sales, risk management, and working the front-line and interacting with mid-market clients, whose revenue range from $5-100 million. I am interested in sales or business development positions.

                              Skills : Customer Service, Inside Sales, Medical Insurance Benefits, Pension Specialist, Medicare Specialist, Employee Benefits, HR ONBOARDING.

                              Description :

                                1. Responsible for the day-to-day service and administration of benefit plans for assigned clients using established procedures and detailed instructions.
                                2. Performed benefit calculations where required.
                                3. Maintained benefits member database Provide basic advice and guidance to clients or plan members.
                                4. Assisted employees in the completion of appropriate forms, calculation of benefits or premiums.
                                5. Liaised with actuarial staff, senior consultants, or senior administrator/manager, as well as a trusted company and insurance company representatives Work on assignments requiring considerable judgment and initiative.
                                6. Understood implications of work and makes recommendations for solutions.
                                7. Responsible for research and resolving inquiries received from Ford Motor Company retirees, and alternate payees, as well as Fidelity Investments regarding first check dates, overpayments, or underpayments due to Qualified Domestic Relations Orders not being applied.
                              Years of Experience
                              Experience
                              2-5 Years
                              Experience Level
                              Level
                              Executive
                              Education
                              Education
                              BS In Life Science

                              Pension Specialist Resume

                              Summary : A highly energetic business professional with experience providing client support, customer service, and leadership to a variety of industries. A leader with an intense drive to succeed and experienced at developing positive client relationships, finding innovative business solutions to complex problems, and working diligently to provide the best customer service possible.

                              Skills : Microsoft Outlook, Word, Loan Management.

                              Description :

                                1. Managed and Administered group benefits for Corporate Clients.
                                2. Partnered with Agents, Brokers, Attorneys, and Clients on plan design to meet their goals.
                                3. Monitored IRS regulations and other governmental guidelines for company-sponsored retirement plans and communicated changes to Clients.
                                4. Performed year-end compliance services for Clients.
                                5. Processed loan requests and correspond with agents and financial institutions.
                                6. Learned to be a team player and to get the job done in a timely manner.
                                7. Processed improvement and optimization.
                              Years of Experience
                              Experience
                              10+ Years
                              Experience Level
                              Level
                              Senior
                              Education
                              Education
                              MS In Life Science

                              Pension Specialist Resume

                              Objective : Seeking a Pension Specialist position while merging into a globally focused organization that will purposefully utilize my qualifications while offering several opportunities to integrate personal enrichment with professional goals.

                              Skills : Microsoft Office, Benefits Administration, Benefits Administration, ERISA, Excel, 401k, Pension, Healthcare.

                              Description :

                                1. Responsible for reviewing projections/calculations for accuracy by confirming that all of the variables as such as (years of service, age, numerators,(being the total years of marriage), denominators (being the total years of credited service), flat rates, breakpoints, and Early Retirement Factors used are accurate.
                                2. Responsible for reviewing complex retirement calculations to make sure that the QDRO percentages for the alternate payee or surviving spouses are accurate.
                                3. Adhered to client goals, including quality benchmarks, and keeps all client spreadsheets and files updated and accurate.
                                4. Responsible for tracking and reporting of death case statistics for the client.
                                5. Calculated complex pension calculations as well as interest owed on retroactive pension payments.
                                6. Understood, applied, and communicated conceptual elements of benefits and/or rules and regulations.
                                7. Identified opportunities to deepen customers through profiling, trigger questions and hand off to appropriate department.
                                Years of Experience
                                Experience
                                2-5 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                GED

                                Pension Specialist Resume

                                Headline : Highly skilled individual that models commitment, value, and meets high performance expectations. Drives for results, demonstrates the skills needed to meet new and unexpected challenges. Open to new experiences and opportunities to develop new skills. Highlights Microsoft Office proficiency Detail-oriented Filing and data archiving Deadline-oriented Report analysis Problem resolution.

                                Skills : Customer Service, Hiring Skills.

                                Description :

                                  1. Completed 250 Credited Service audits per month with 98% accuracy.
                                  2. Detected over 400 errors per year.
                                  3. Provided expertise and training in the area of Credited Service to 50 co-workers within the organization.
                                  4. Trained entire staff in four months.
                                  5. Hired as an expert to share my vast experience in the area of Credited Service and facilitate the smooth start-up of the companies new pension business.
                                  6. Handled confidential information with sensitivity and discretion in accordance with HIPAA and Data Privacy requirements Accomplishments I was promoted from Customer Care Specialist to Pension Specialist after only nine months of employment where I exceeded quarterly quotas for processing pension payment setups and retirement packages.
                                  7. Handled more complex inquiries.
                                Years of Experience
                                Experience
                                5-7 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                Bachelor Of Arts In Communications

                                Pension Specialist Resume

                                Headline : Seeking a Pension Specialist profession with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

                                Skills : Training Skills, Business Management.

                                Description :

                                  1. Identified and documented error trends and informs management of operational problems and provides resolutions in a judicious manner.
                                  2. Provided benefit information, through written & verbal communication to participants, their attorneys, accountants, business managers, etc.
                                  3. Obtained medical, financial, and personal information to ensure compliance with the Plan document.
                                  4. Coordinated medical review of Disability Pension applications.
                                  5. Reviewed status of Disability pensioners and confirms eligibility based on appropriate documentation.
                                  6. Contacted members that have not responded to the annual pension verification letter.
                                  7. Responded to requests for benefit information from the IRS, banking institutions, EDD, and various housing agencies.
                                                  Years of Experience
                                                  Experience
                                                  5-7 Years
                                                  Experience Level
                                                  Level
                                                  Executive
                                                  Education
                                                  Education
                                                  AAS Degree In Human Services

                                                  Pension Specialist Resume

                                                  Headline : To establish a long-term career in a company where I may utilize my Pension Specialist professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.

                                                  Skills : Microsoft Office, Typing.

                                                  Description :

                                                    1. Researched earnings for both Prior Service and Current Service in order to establish eligibility for benefits or in response to a participants request for research and audit.
                                                    2. Prepared pension documentation for appeals meetings.
                                                    3. Evaluated eligibility criteria to process a Second Annuity Start Date (ASD) benefit adjustment for qualifying participants.
                                                    4. Processed manual benefits in relation to Qualified Domestic Relations Orders (QDROs).
                                                    5. Corresponded with participants, beneficiaries, alternate payees.
                                                    6. Interpreted and understood complexity of QDROs and provide where needed a detailed explanation to involved parties.
                                                    7. Calculated and processed division of benefits for parties involved.
                                                            Years of Experience
                                                            Experience
                                                            5-7 Years
                                                            Experience Level
                                                            Level
                                                            Executive
                                                            Education
                                                            Education
                                                            High School Diploma

                                                            Pension Specialist Resume

                                                            Objective : To obtain a Pension Specialist position while utilizing and enhancing my analytical skills which will allow me to grow professionally and aid in the growth of the organization.

                                                            Skills : Sem, SEO, Recruiting, Media Relations, Advertising, Marketing, Marketing Communications, Marketing Strategy, Marketing Research.

                                                            Description :

                                                              1. Processed calculation requests for future retirement benefits.
                                                              2. Processed pension applications or benefits for beneficiaries eligible for death benefits.
                                                              3. Completed report of death form and suspension notice and forwards it to necessary parties.
                                                              4. Assisted or responded to participants questions, complaints, and requests via phone, written correspondence, or walk-in.
                                                              5. Updated various departmental reports.
                                                              6. Processed OBRA recalculations.
                                                              7. Processed DEFRA files.
                                                                              Years of Experience
                                                                              Experience
                                                                              2-5 Years
                                                                              Experience Level
                                                                              Level
                                                                              Executive
                                                                              Education
                                                                              Education
                                                                              Associate Degree In Culinary Arts