1199SEIU Funds

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Pension Benefit Calculator (Retirement Benefits)

at 1199SEIU Funds

Posted: 6/23/2019
Job Status: Full Time
Job Reference #: 7907

Job Description

Requisition #:

# of openings:

1199SEIU Benefit and Pension Funds


Position Status:

Employment Type:
Full time


New York, NY

Work Hours:
M - F, 9:00 a.m. to 5:00 p.m.


  • Calculate various pension applications, estimates and re-calculations
  • Process inquiries for pension applications, pension estimates, and return to work
  • Verify, establish and re-establish pension member eligibility for new or existing members, spouses and dependents using the system of choice (Imaging System, V3)
  • Maintain updated records and files on all pension claims, applications, estimates and re-calculations
  • Generate correspondence to pensioners, participants, surviving spouses, beneficiaries and employers
  • Provide benefit eligibility requirements for Pension to prospective pensioners and beneficiaries
  • Communicate with members and advocates via telephone or written correspondence regarding pension eligibility
  • Request required proof of wages or hours worked as necessary; forward documentation to the Eligibility Department to update member eligibility records
  • Research status of benefit checks
  • Communicate and explain Pension and Retiree Health Benefits
  • Perform additional duties and projects as assigned by management
  • Must meet performance standards including attendance and punctuality 


  • High School Diploma or GED required
  • Minimum two (2) years demonstrated work experience conducting numerical calculations and analysis or Bachelor’s degree in Mathematics, Accounting, Finance, Statistics; or two (2) years work experience answering Pension Plan benefit inquires required
  • Working knowledge of retirement and pension benefits, regulations, and procedures a plus (1199SEIU Health Care Employees Pension Fund, Greater New York Pension Fund, Homecare Employees Pension Fund)
  • Knowledge of web-based applications, health systems, good navigation skills (Vitech, Imaging System)
  • Excellent analytical and mathematical skills; basic knowledge of Microsoft Word required and Outlook & Excel preferred
  • Good key boarding skills (minimum 6,000 kph and 6% or less error rate) required
  • Good communication skills both verbal and written; able to communicate in a clear and concise manner and initiate own correspondence
  • Ability to work well under pressure
  • Able to multi-task, establish priorities, meet deadlines, and follow through on assignments
  • Detail oriented and able to work independently a must
  • Ability to work well under pressure in a fast paced environment
  • Good customer service skills and ability to maintain a pleasant attitude; provide professional and courteous service to members