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Pension Benefits Specialist Associate
4 months ago
Multiple Positions Available
The opportunity
We are looking for someone to bring their own exceptional skills and personality to a diverse group. You will be working with a hardworking team passionate about delivering outstanding service to our members without compromising quality or customer experience.
Our goal is to help you develop the required skills and knowledge during your first year as a Pension Benefit Specialist Associate (PBSA) to work independently and achieve quality benchmarks, in order to progress to a full time permanent role as a Pension Benefits Specialist.
Who you'll work with
This role reports to the Manager, Member Experience-Pensioner Experience.
What you'll do
In this associate year, you will actively participate, provide feedback and demonstrate proficiency to Senior PBS and Trainers during independent learning activities, one-on-one working sessions and virtual classroom training.
Provide customer service answering direct inquires (phone, e-mail, web, written), under the supervision of a Team Coordinator then independently, to plan members, pensioners, survivors, other beneficiaries and third parties.
Process pension benefits in accordance to the terms of plan and other applicable legislation.
Review client files, assess eligible benefit scenarios, provide counselling, web support and perform benefit calculations during the point of contact.
Respond to member e-mail and mail inquiries regarding benefit questions, general pension questions, requests for web support and updates to personal information.
Process sophisticated benefit calculations, where you may need to research the method to
perform accurate calculation.
Meet with clients in person for one-on-one interviews / appointments.
Interpret and assess client needs, eligibility requirements, critical issues, reporting
requirements and write-offs.
What you'll need
Excellent analytical, interpersonal, listening and multitasking skills.
Excellent ability to communicate effectively, both verbally and in writing.
Ability to work effectively in a high pressure environment while maintaining a high standard of accuracy and timeliness.
Flexibility, dependability, tact and diplomacy are required.
Familiarity with Microsoft Office, use of social media tools and online applications.
Relevant university degree and/or client service experience required.
#LI-RM1
#LI-Hybrid
What we’re offering
Competitive compensation
Numerous opportunities for professional growth and development
A flexible/hybrid work environment combining in office collaboration and remote working
Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year
Employee discount programs including Edvantage and Perkopolis
At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.
How to apply
Are you ready to pursue new challenges and take your career to the next level? Apply today You may be invited to complete a pre-recorded digital interview as part of your application.
Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.
Candidates must be legally entitled to work in the country where this role is located.
The privacy of your personal information is important to us. Please visit our Privacy Centre to learn how we handle your personal information.
Functional Areas:
Member ServicesRequisition ID:
5811