Essential Duties and Responsibilities: * Provides phone and e-mail support to members, benefits administrators, and other industry representatives requesting information, assistance and/or problem resolution across the NRECA defined contribution and defined benefit pension plans distribution administration. * Coordinates with internal business partners and cooperative benefits administrators on data and calculation issues that impact the facilitation of benefit payments. * Mailing and tracking participant notices and letters to ensure compliance with NRECA and qualified plan requirements, ensuring appropriate document retention. * Performs detail review of incoming loan and benefit payment requests, and supporting outstanding check reconciliation/resolution activities. * Maintains proficiency in all Retirement Plan Distribution processes in order to answer phone calls and process work assigned as determined by workload fluctuations. * Attends comprehensive training sessions to gain additional product knowledge of new or improved services for members and employees. * Responds to member requests for benefits information. Logs and documents communications (calls/emails/faxes) and processing work into logging/workflow systems and follows-up professionally, maintaining accountability through to resolution. Maintains a broad working knowledge of pension plan policies, practices, procedures, and business applications. * Makes recommendations for procedure/policy changes that enhance the efficiency and effectiveness of operations as it relates to servicing the membership and NRECA employees. * Notifies manager of any compliance related or complaint issues to make certain the issue is handled in a timely manner. * Determines when issues require transfer to appropriate NRECA subject matter experts. Obtains the necessary information to effectuate the transfer, and transfers the call to the correct subject matter expert.
Associate degree in Business Administration, Finance, or Accounting, preferred or Associate degree and 6 mos. of pension plan administration experience with exposure to pension distributions, preferred.
Experience & Certification Requirements
A minimum of 1-2 years' pension plan administration work and exposure to pension distributions, preferred.
Completion of ASPPA Retirement Fundamentals Courses (RPF 1 and RPF2), RPA, or commensurate coursework, or successful completion within the first 18 months of employment.
Knowledge, Skills, and Abilities Requirements (all demonstrated by prior work experience)
Knowledge of defined contribution and defined pension plan administration.
Ability to perform mathematical calculations (addition, subtraction, division, multiplication, percentages) for distribution calculations.
Ability to learn new systems and processes.
Ability to communicate effectively, both verbally and in writing, with a diverse membership and employees in a clear and precise manner.
Ability to apply good judgment related to escalating issues and requesting assistance.
Ability to answer phones, perform and work on multiple tasks and can cope with changing conditions/policies/procedures while staying productive and maintaining a high level of accuracy.
Ability to listen and interpret the customer's needs to de-escalate difficult customer calls, while at the same time researching the issue and applying broad business and technical knowledge to meet the customer's satisfaction.
Ability to define issues, establish facts, and draw valid conclusions.
Ability to effectively interact with others and work in a team environment.
Ability to use Microsoft Office tools (Excel, Word, Power Point) in the day-to-day essential tasks.
Ability to work overtime and especially during the busy season (November - February) can work 5-10 extended hours during the week and/or Saturday mornings when needed.
FLSA Status : Non-Exempt
Essential Physical Requirements:
The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.
Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.
This position requires full COVID-19 vaccination.
The preceding job description has been written to reflect management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please e-mail firstname.lastname@example.org or call: 703-907-5992 - NRECA Arlington Human Resources. Please call 402-483-9275 - NRECA Lincoln Human Resources, for Lincoln, NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case-by-case basis.
EEO is the Law. The law requires NRECA to post a notice describing the Federal laws prohibiting job discrimination. For information regarding your legal rights and protections, please click on the following link: EEO is the Law and EEO is the Law Supplement .
Pay Transparency Non-Discrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information.
E-Verify. As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link: E-Verify .