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 Participant’s 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 Participant’s 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.
Localização
Híbrido
O trabalho pode ser executado em ou perto de New York, NY
Local Associado
14 Pennsylvania Plaza, New York, NY 10122, USA 12th Floor
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