Senior Counselor – Retirement Services, CARE Team
Building Service 32BJ Benefit Funds
full-time
Posted on:
Location Type: Office
Location: New York City • New York • United States
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Salary
💰 $82,405 - $85,484 per year
Job Level
About the role
- Provide advanced benefits counseling services as a case manager to members and their dependents
- Assist in understanding disability, health, condolence, pension, and other retirement benefits
- Handle complex/escalated cases assigned to the CARE team
- Support escalations and contribute to staff training
- Uphold the CARE values of Collaboration, Action, Reliability, and Empathy
- Interpret pension, disability, condolence, and Fund-Paid health rules
- Review and assist with processing all pension, disability, and condolence applications
- Conduct counseling appointments, both in-person and by phone
- Perform outreach to inform members about benefits and address escalated cases
- Review member records and analyze personnel data
- Explain various benefit calculations and provide support in researching member appeals
- Review members’ eligibility for ancillary and FPH benefits
- Prepare and coordinate member communications
- Manage a complex caseload from intake through resolution
- Respond to inbound CARE calls
- Provide backup coverage for CARE staff as needed
- Participate in retirement planning seminars
Requirements
- Minimum of three years of experience processing pension claims/calculations or retirement counseling experience required
- Knowledge of aspects of the administration of the 32BJ Pension Fund preferred
- Demonstrated ability to provide exceptional customer service via phone, email, virtually and in-person
- Strong public speaking skills required
- Must meet performance, accuracy, attendance, and punctuality standards
- Strong analytical, problem solving, and decision-making skills
- Detailed knowledge of 32BJ benefits through participant case handling
- Ability to manipulate and use multiple software programs including Excel, Microsoft Word, and Windows applications.
- Excellent documentation skills.
- Flexibility with work schedule.
Benefits
- Health, Pension, Retirement Savings, Training, and Legal Services benefits
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
pension claims processingbenefits counselingdisability benefits administrationcondolence benefits administrationretirement benefits administrationcase managementbenefit calculationsdata analysiscustomer servicepublic speaking
Soft Skills
collaborationactionreliabilityempathyproblem solvingdecision makingattention to detailflexibilitycommunicationtraining