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Welfare Associate

Department: Welfare

Position Reports to: Welfare Manager

The Welfare Associate is responsible for the administration of the Funds’ Insurance programs and assists all eligible members and dependents regarding their Welfare benefits coverage. The position includes daily communication with members and dependents via telephone, in person and in writing, as required.

Essential Job Functions:

  • Administers retiree premiums and dependent information
  • Reviews relevant forms and documents for accuracy and completion
  • Requests missing information as necessary to complete enrollments
  • Determines coverage by examining Fund records
  • Reviews and processes retiree and member eligibility
  • Updates and maintains member information in database
  • Assists members and retirees with eligibility and enrollment
  • Ensures proper enrollment with third party vendors
  • Assists with inquiries from members and eligible dependents concerning claims issues
  • Tracks the eligibility dates of dependents

Knowledge, Skills and Abilities:

  • Strong math and analytical skills
  • Excellent verbal, telephonic and written communication skills
  • Familiar with health and welfare claims processing (ICD-9, HCFA coding)
  • Enjoys being an individual contributor and a team-player
  • Experience working with multiple, complex benefit plans including union plans
  • Working knowledge of ERISA and related amendments as well as HIPAA
  • Able to prioritize, organize and work efficiently, complete tasks with deadlines, transition from task-to-task and maintain focus
  • Detail-oriented and have an ability to troubleshoot
  • Proficiency in Microsoft Word, Power Point, Excel and Outlook

NYCCBF offers competitive salaries and comprehensive benefits. The Fund Office is an equal opportunity employer and encourages applications from all qualified candidates regardless of gender, race, ethnicity, age, sexual orientation, marital status, religion, or disability. M/F/D/V

Retirement Analyst

Department: Retirement Services

Position Reports to: Retirement Services Manager

The New York City District Council of Carpenters Benefit Funds is seeking a full time Retirement Analyst.

Essential Job Functions:

  • Process pension benefits for new retirees to be added to the system for payment
  • Process applications for Disability pension coordinating with medical evaluation organization
  • Maintain and update member information in database
  • Verify that pension benefit applications are complete and accompanied by required documentation, if not, refer incomplete applications to the member and/or beneficiary
  • Process Qualified Domestic Relations Orders (QDRO’s) according to Fund guidelines
  • Interact with members and pensioners regarding questions that arise
  • Assist with year-end tax reporting for members
  • Interact with members and vendor regarding the Annuity Plan
  • Assist Member Services Department with pension and annuity inquiries
  • Assist with month-end closing of newly added pensioners
  • Prepare various correspondence to members, pensioners and survivors

Knowledge, Skills and Abilities:

  • Bachelor’s degree or equivalent work experience
  • One to three years of pension/benefits administration experience
  • Knowledge of employee retirement plans
  • Proficiency in math and analytical skills
  • Excellent verbal and written communication skills
  • Proficient in computer applications (i.e. Microsoft Office, Excel and Outlook)
  • Sophisticated problem-solving ability
  • Ability to maintain confidentiality of records and information
  • Ability to multi-task
  • Ability to work both as an individual contributor and as a team-player

NYCCBF offers competitive salaries and comprehensive benefits. The Funds are an equal opportunity employer and encourages applications from all qualified candidates regardless of gender, race, ethnicity, age, sexual orientation, marital status, religion, disability or genetic information. M/F/D/V

Member Services Representative

POSITION PURPOSE:

The Member Services Representative is responsible for assisting a large population of active and retired union members including their eligible dependents via in-person and telephone regarding their benefits including but not limited to Health and Welfare, Pension, Annuity, Scholarship and Vacation. This is a demanding, fast-paced environment.  Strong in-person and telephone communication skills are required.

ESSENTIAL JOB FUNCTIONS

  • Problem-solve issues regarding benefit eligibility, pension inquires and vacation inquiries in an effective and timely manner
  • Review incoming documents for accuracy and completion, obtain missing information as necessary
  • Maintain records of member interactions and transactions; record details of inquiries, comments, complaints, and details of actions taken
  • Perform member verifications
  • Follow HIPAA and organizational procedures for maintaining confidentiality; exercise independent judgment consistent with these guidelines
  • Multitask and prioritize workload under tight deadlines in a demanding environment; must escalate appropriate issues to management in a timely fashion
  • Learn from written material; review and refer to plan documents for assisting member
  • Follow department procedures as outlined in the URBAN user guides and SOP’s

KNOWLEDGE, SKILLS AND ABILITIES:

  • Bi-Lingual (English/Spanish) preferred
  • Typing 45 -55 WPM
  • Professional ability to manage high volume and high energy callers
  • High School Diploma or equivalent is required; some college preferred
  • Two (2) years’ experience in a customer service capacity is preferred
  • Proficient in Microsoft Word, Outlook and Excel with ability to learn customer service software applications
  • Ability to work under minimal supervision, independently and or as a member of a team
  • Must be detail oriented with strong attention to accuracy

NYCCBF offers competitive salaries and comprehensive benefits. The Funds are an equal opportunity employer and encourages applications from all qualified candidates regardless of gender, race, ethnicity, age, sexual orientation, marital status, religion, disability or genetic information. M/F/D/V