Retirement Benefits Associate III - Full-time / Part-time

Job Summary

The Benefits Associate III (Retiree Counselor) is responsible for the day-to-day administration of supporting the functional responsibilites associated with retirement. The responsibilities include processing estimates and retirement applications, creating general correspondence and setting up monthly payments for the deferred and active population for all UPS Administered Plans. 

The Benefits Associate III is also responsible for guiding the prospective retiree through the retirement process with daily telephone correspondence, performing data analysis, and plan research associated with potential discrepancies in the employee's record. 

Other Duties

• Process Retirement Applications
• Initiate payments for participants/beneficiary
• Administrative processing of benefits
• Support and counsel district HR groups and participants through the retirement process
• Process disability benefits

Preferred Competencies

• Possesses excellent written and verbal communication skills
• Demonstrates strong organization skills
• Demonstrates strong attention to detail
• Possesses strong interpersonal communication skills
• Demonstrates strong time management skills
• Demonstrates ability to multi-task effectively
• Demonstrates ability to problem solve

Minimum Qualifications

• Experience in UPS Administered Plans preferred
• Experience in the UPS Pension Calculator preferred
• Possesses intermediate skills in Microsoft Office products or equivalent software preferred
• Previous experience in a customer-facing role preferred
• Bachelor’s Degree preferred