Retirement Initiatives Specialist

Position Summary

Serve as the technical liaison for Retirement Benefits Operations and Technical Operations with programmers, vendors and operations. Collect and analyze data to ensure accurate and effective administration. Write requirements, maintain documentation, perform testing, prepare reporting, and maintain excellent relationships internally and externally in accordance with Company mission, guidelines, client needs and legislative requirements.

“Position requires access to Personally Identifiable Information and/or Personal Health Information to complete job requirements.”  

Key Duties and Responsibilities

• Analyzes programming changes and/or system enhancements to existing programs; tests and verify the accuracy of program changes.
• Tests programming changes due to bug fixes, enhancements, development, and version upgrades.
• Collaborates with programmers, operations, and external vendors to drive quality output through understanding and consideration of impact to all areas
• Provides technical support, training, and problem resolution to end users.
• Designs, generates, creates, and evaluates operational reports, queries, data, and procedures regarding systems, including scheduling and distribution of reports.
• Analyzes data files, proactively identifies trends and/or issues and collaborates with operations to enhance our clients’ experience.
• Writes requirements for software changes, coordinates changes with vendors and operations.
• Represents Retirement Benefits Operations and Technical Operations on projects for new and existing client implementations, including establishing requirements, planning, testing and communicating with the project team, internal operations clients and external partners.
• Documents system and client support processes, including maintaining operations workflows and documentation.
• Maintains excellent internal relationships client and external partner relationships to advance client and participant experience and relations on behalf of Zenith.
• Performs other related duties and special projects as assigned.

Working Conditions/Physical Effort

• Normal degree of physical effort in a typical office environment with comfortable, constant temperatures and absence of objectionable elements.
• May be required to work remotely.

Minimum Qualifications

• High school diploma but 4 year college degree is preferred.
• Two years of experience as a Business Systems Analyst or two years of experience working in a benefit administration environment with applicable technical expertise.
• Experience working with group Retirement Plans with an emphasis on Defined Benefit Plans.
• Strong working knowledge of Excel, SharePoint, Smartsheet, and Microsoft Suite.
• Basic understanding of business practices with good understanding of project management methodology.
• An understanding of database systems and applications.
• Collaborative, accountable, takes initiative, and successfully coordinates with cross-functional teams to enhance service delivery
• Strong organizational, analytical, problem-solving, and time-management skills.
• Ability to exercise independent judgment.
• Excellent attention to detail.
• Excellent oral and written communication skills, including the ability to work with diverse groups of professionals in close cooperation.

Preferred Qualifications

• Bachelor’s degree in Accounting, Math, Computer Science, Business or Information Technology.
• Experience working with Taft Hartley retirement plans.

*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job.  Duties, responsibilities and activities may change at any time with or without notice.

Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at recruiting@zenith-american.com, and we would be happy to assist you.

Zenith American Solutions

Real People. Real Solutions. National Reach. Local Expertise.

We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!