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Form of workSouthwest Service Administrators was created in 1995 as an independent Third Party Administrator (“TPA”) to provide unique and specialized services to labor-management, Taft-Hartley Trust Funds. Our mission is to provide superior customer service to our clients in all areas of self-funded health & welfare trust funds, defined benefit and defined contribution pension plans and legal, training and vacation plan administration. Our services are customized to suit the individual needs of our clients.
Our services include highly personalized and bilingual customer service, trust fund accounting, eligibility and hour bank programs, COBRA/HIPAA compliance and administration and medical management services customized to each client’s needs and requirements.
We also offer our own exclusive Mexico PPO network.
We are versatile in our approach to solving client plan issues including innovative thinking as a means to simple, but effective, solutions. We welcome you to our homepage and encourage you to take a look around our website and call us if you have any questions about our company or service.
Our services include highly personalized and bilingual customer service, trust fund accounting, eligibility and hour bank programs, COBRA/HIPAA compliance and administration and medical management services customized to each client’s needs and requirements.
We also offer our own exclusive Mexico PPO network.
We are versatile in our approach to solving client plan issues including innovative thinking as a means to simple, but effective, solutions. We welcome you to our homepage and encourage you to take a look around our website and call us if you have any questions about our company or service.
COVID-19 vaccination required as a condition of employment.
The Pension Processor provides customer service to pension participants along with computing and maintaining pension benefits and records. In addition, this role will respond to and resolve complex issues and plan provisions while maintaining complete and accurate processing.
We pride ourselves on being flexible, but there are some things we feel very strongly about:
Being an excellent communicator, because you take care in articulating your own thought process, as well as critique the work of others.
Understanding the whole business. Great systems aren’t built in a vacuum – they require hard work from extremely smart people across many disciplines and an understanding of how it all fits together.
Great teams are better than the all-star players. No matter how great someone’s ideas, they’ll be improved upon through collaboration
Responsibilities
Customer Service
The Pension Processor provides customer service to pension participants along with computing and maintaining pension benefits and records. In addition, this role will respond to and resolve complex issues and plan provisions while maintaining complete and accurate processing.
We pride ourselves on being flexible, but there are some things we feel very strongly about:
Being an excellent communicator, because you take care in articulating your own thought process, as well as critique the work of others.
Understanding the whole business. Great systems aren’t built in a vacuum – they require hard work from extremely smart people across many disciplines and an understanding of how it all fits together.
Great teams are better than the all-star players. No matter how great someone’s ideas, they’ll be improved upon through collaboration
Responsibilities
Customer Service
- Provide high quality customer service to all Fund & Pension members.
- Respond to and resolve complex issues, including those escalated by members.
- Serve as primary, daily contact to clients on delivery of services.
- Resolve complex plan provision questions and issues addressed.
- Raise issues as appropriate to Team Supervisor or Department Manager.
- Learn and use professional excellence tools and concepts to ensure efficient and quality output/service delivery.
- Perform, with guidance, routine and recurring plan administration tasks for clients' defined benefit plans (i.e. benefit calculations, retiree and death admin processing, annual data updates, assist with preparation of benefit statements).
- Gain understanding of the plan design (i.e. benefit formulas, options, eligibility).
- Perform technical review for straight forward pension calculations, correspondence and payment entry/trust instructions as they arise.
- Follow and update documentation materials as directed.
- Review QDRO and survivor set ups.
- Adhere to plan documents and government regulations in administering plans.
- Maintain complete and accurate processing.
- Work cooperatively with other team members (i.e. client plan administrators; actuaries)
- Actively participate in team meetings and training activities.
- Provide detailed information to the pension payroll team regarding over-payments.
- Perform additional responsibilities and projects as periodically assigned.
Education/Certification:
Customer Service, Problem Solving, Critical Thinking, Communications, Interpersonal Relations/Teamwork, Organization Awareness, Self/Life Management, Continuous Improvement/Innovation and Change, Basic Technical Competence
Southwest Service Administrators provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, pregnancy, military and veteran status, age, physical and mental disability, genetic characteristics, or any other considerations made unlawful by applicable state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Southwest Service Administrators expressly prohibits any form of workplace harassment based on race, color, religion, sex, national origin, pregnancy, military and veteran status, age, physical and mental disability, or genetic characteristics.
Employee Benefits Program- (Minimum) High School Diploma/GED
- Associate Degree preferred but not required
- Strong mathematics/statistical/analytical skills required.
- Minimum 40 WPM and 3,000 KPH proficiency
- Solid expertise in MS Excel & MS Word (i.e. pivot tables and lookup functions).
- Exceptional attention to detail.
- Professional, client-focused approach to colleagues and assignments.
- Strong oral and written communication skills.
- Ability to seek out experiences that may change perspective or provide an opportunity to learn new things.
- Strong dedication to follow-through on all tasks and assignments.
- Ability to sit for long periods of time operating a computer keyboard.
- Ability to organize, set priorities, work independently and complete multiple projects within established deadlines.
- Minimal knowledge of the fundamentals of defined benefit, defined contributions and Taft Hartley plan design is a plus (Pension and Fund specific training to be provided).
Customer Service, Problem Solving, Critical Thinking, Communications, Interpersonal Relations/Teamwork, Organization Awareness, Self/Life Management, Continuous Improvement/Innovation and Change, Basic Technical Competence
Southwest Service Administrators provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, pregnancy, military and veteran status, age, physical and mental disability, genetic characteristics, or any other considerations made unlawful by applicable state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Southwest Service Administrators expressly prohibits any form of workplace harassment based on race, color, religion, sex, national origin, pregnancy, military and veteran status, age, physical and mental disability, or genetic characteristics.
- One of the most competitive Paid Time Off plans in the industry.
- Extensive 401(k) plan with company matching for contributions up to five percent of an employee’s base pay.
- Affordable medical, dental and vision insurance; along with company paid disability and life insurance.
- Family and employee care programs.
