Distribution Specialist

U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about USRBP, please visit our website: www.usrbpartners.com.

USRBP is hiring a Distribution Specialist for our Partner Firm, Pension Administrative Services, Inc. (PASI) located in Farmington, CT.

GENERAL FUNCTION: Under minimal supervision establishes payments (distributions) from a variety of retirement plan types, ensuring accurate processing of benefits to recipients. Provides customer service, timely and professional responses to plan sponsors, plan consultants, vendors and participants on a daily basis. Works within federal regulations regarding payments and tax withholding.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Customer Service Delivery via inbound/outbound telephone conversations with an emphasis on a high level of service delivery that is completed in a timely and accurate manner.
• Responsible for receiving and processing participant requests, adding records to the distribution system.
• Researches and resolves participant and payment issues and communicates the results to the participant and/or plan sponsor.
• Provides Administrative support and ensures a superior level of customer service is provided, by serving as primary person for communication with plan sponsor or plan consultant on all matters related to distribution detail.
• Answers verbal and written inquiries concerning distributions in a prompt, efficient and professional manner.
• Provides timely and appropriate resolution to inquiries and problems, soliciting necessary information.
• Reviews and analyzes participant requests from a variety of source documents, ensuring accuracy and compliance to established policies, procedures and regulations.
• Clarifies incomplete or inaccurate forms by reviewing information provided with participant and/or plan sponsor and receiving corrections as needed.
• Reviews and distributes a variety of communications.
• Responds to inquiries on all documents regarding regulatory issues, tax form reporting, form completion and implementation.
• Performs all functions to provide superior customer satisfaction levels while meeting certain established processing goals.
• Responsible for processing customer transactions by coding, verifying and posting data to applicable systems from a variety of source documents.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• High School diploma or GED.
• Knowledge of the retirement plan industry and/or financial services is a plus.
• 1 year of previous data entry-processing experience and 1-2 years related customer service experience, helpful.
• Must be customer service oriented.
• Proficient in computers and spreadsheet applications.
• Excellent organization skills and ability to meet operational deadlines and adhere to firm guidelines.
• Ability to prioritize workload.
• Excellent verbal and written communication skills.
• Ability to work in team environment in a variety of functions to obtain department goals.
• Ability to work in a stressful and fast paced environment.
• Ability to manage multiple client accounts and projects.
• Ability to exercise independent judgment and confidential information.
• Proactive problem-solving skills, attention to detail and accuracy, strong reasoning and analytical ability required.

Job Type: Full-time

Pay: From $19.00 per hour

Expected hours: No less than 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Hybrid remote in Farmington, CT 06032