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Pension Benefits Specialist
2 months ago
The Pension Benefits Consultant is a client-facing position within our Member Experience and Pension Operations Division, providing pension education and guidance to our membership through written communication and handling phone inquiries.
The successful candidate is client-service focused, working collaboratively across several lines of business to translate member needs into a high-quality member experience.
The incumbent possesses strong organizational and time management skills to assess workload, set and manage priorities in a fast-paced environment and is adaptable to change.
Key Responsibilities- Communicate the benefits of the OPSEU Pension Plan and provide information to members and potential members mostly by telephone and in writing, ensuring understanding so that members can make informed decisions.
- Become knowledgeable in all areas required to provide excellent service to members, including plan provisions, pension legislation, pension entitlements, and other benefits of the OPSEU Pension Plan, and annual pension statements.
- Learn to process the full array of pension transactions, and manage a caseload within standard service levels, benchmarks, and timeframes.
- Client service work experience, with effective client service orientation to meet established service levels and communicate with members with sensitivity and tact.
- Effective communication skills to interact with members by phone.
- Effective interpersonal skills to build relationships with members, employers, and other OPTrust team members, to explain OPTrust policies and procedures and to resolve issues.
- Ability to prioritize work in a fast-paced environment, generate ideas to improve work procedures, and contribute to an environment that fosters growth, development, and innovation.
- Proven organizational skills, flexibility, and initiative to work as an effective team member and independently.
- Effective numeric skills to ensure accuracy in calculations of pension entitlements, payments, and deductions.
- Proficient in the use of Microsoft Office as well as adaptability to learn all in-house systems.
- Analytical skills to resolve discrepancies, able to take appropriate action as required.
- Enrollment in the CEBS program or PPAC is an asset.
- Exemplify OPTrust's values: collaboration and teamwork, integrity, respect, flexibility, excellence, and continuous improvement.
