TITLE:RETIREMENT AND INSURANCE CLERKORGANIZATION: Employee Benefits
APPLICABLE TO: City
DUTIES:
Under indirect and intermittent supervision to assist in the administration of the Company's Employee Benefit Plans; to explain such benefits to employees, retirees, survivor beneficiaries and representative of deceased employees and retirees; and to do related work as assigned. To prepare and maintain employee and retiree benefit records and to do related work as required. In connection with these duties to perform details of work, such as:
Compute, reconcile, record and post premium payments for group life insurance and prepare notification of changes in individual coverage to the insurance carrier.
Record and post scheduling of retirement, changes in rates of pay and personnel data which affect employee benefits and to maintain and post schedules and prepare reports of such changes.
Assist employees and retirees in changing beneficiaries of retirement and group life insurance and record and post changes.
Calculate and verify actual and estimated benefits and other related data in connection with the Company's employee benefit plans and Social Security benefits.
Prepare Long Term Disability - Retirement comparisons.
Assist in preparation of letters, directives, forms and reports, as required, in connection with the Company's employee benefit plans.
Answer questions of employees and survivors or representatives of deceased employees and retirees, in connection with the Company's employee benefit plans.
Contact and interview employees scheduled to retire or be placed on Long Term Disability, to explain benefits and options under the Company's employee benefit plans.
Prepare notices to employees when eligible to elect Survivor Benefit Option and explain the options and prepare follow up notices when necessary. Post election of the option or follow up date.
Assist in obtaining proof of an employee's age or the age of an employee's survivor beneficiary, as required under the provisions of the Retirement Plan.
Communicate with survivors or representatives of deceased employees and retirees and explain the benefits due under the Company's employee benefit plans.
Obtain the necessary papers and proofs of claims, as required, under the Company's employee benefit plans, and to arrange for claim settlements by insurance carriers. 3814
Revised 7/17/02
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RETIREMENT AND INSURANCE CLERK (Continued)
Assist in preparation and maintenance of benefit information and statistics, as directed. Perform related duties both recurring and non-recurring as may be assigned. SPECIAL RESPONSIBILITIES:
For holding confidential all information acquired and developed in the course of performing these duties, especially of the nature of salaries, pensions, insurance, personnel data, and the data of a personal or financial nature relating to estates of deceased employees and retirees.
CONTACTS:
With employees at various levels in other departments of the Company.
With employees, retirees, survivor beneficiaries, and survivors or representatives of deceased employees or retirees.
With representatives of the insurance carrier on group life insurance coverage and claims, settlement options, and beneficiary designations.
With government offices or agencies as required.QUALIFICATIONS :
High school graduate plus five years' experience in Employee Benefits as a Senior Employee Benefits Clerk or as an Employee Benefits Clerk.
OR
Bachelor Degree in Business Administration or a related field plus three years of benefit experience (i.e. pension, 401K, health and welfare plans) within the last seven years.
Thorough knowledge of benefit programs as demonstrated by work performance on above jobs.
Ability to communicate with employees, survivors or representatives of deceased employees or retirees.
Ability to perform clerical operations with speed and accuracy. Ability to exercise judgment within the scope of assigned operations.
