Benefits Outreach Coordinator (Pension, Health & Welfare)

Church Pension Group - New York, NY

Hiring: Benefits Outreach Coordinator (Pension, Health & Welfare) Company: Church Pension Group Location: New York, NY Job Posted Time: 2026-09-10 14:20:31 Employment Type: Full-time / On-site Target Skills & Keywords : Microsoft Excel, Root Cause Analysis About the job Experience: •BA\BS or combination of experience and education. •3+ years of professional level experience with health and welfare benefits, pension plans, with specialization in two or more of the following: medical, dental, life insurance, disability – STD/LTD, annuities, pension – defined contribution and/or defined benefit plan. •2+ years of experience in Customer Relationship Management (CRM) technology platforms related to updating and accessing transactional systems/data. Required Skills: •BA/BS or combination of education and experience •Include the following. Other duties may be assigned. •Follow through, end-to-end, from inception of all Life Events including but not limited to marriage, divorce, birth of a child, adoption, death, salary change, and new assignment. •Research and resolution of complex situations. Provides a full range of client services for more complex situations, using originality and ingenuity in determining the necessary course of action for each client within reasonable plan guidelines •Demonstrated capacity to expeditiously process and manage all transactions, transactional systems (such as CRM). Assures accurate documentation for all activities and provides follow up as required. •Understands all benefit calculation processes and its data requirements. Ensures that all transactions affecting participant records are processed on a timely basis. •Utilizes transactional system(s) to obtain necessary information to answer questions and provide information to members, administrators and various company personnel. Handles benefit issues and questions related to life events, and plan issues. Initiates changes, corrections, or other actions. Documents all activity and maintains accurate records. •Work within the plan guidelines in identifying and resolving issues. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!