Benefits Outreach Coordinator (Pension, Health and Welfare)

Description

Department : Client Services

Job Type : Regular Full Time

Education Level : BA / BS or combination of education and experience

Required Years Experience : 3

Church Pension Group (CPG) is a financial services organization that serves the Episcopal Church, located in Midtown Manhattan. CPG was founded in 1917 to provide pension benefits to eligible clergy of the Episcopal Church. Since then, its mission has expanded to include life and disability insurance, health benefits, property & casualty insurance, and publishing.

The Benefits Outreach Coordinator will oversee and manage life events in support of the Pension, Health and Welfare and Church Life services. The Benefits Outreach Coordinator ensures the adherence to procedures and policies ensuring the effective delivery of benefits to eligible Participants, Administrators, Bishops and other Diocesan leadership. The job also requires the candidate to collaborate with various areas of the organization in order to complete required tasks.

ESSENTIAL DUTIES AND RESPONSIBILITIES 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
• Ability 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.
• Phone resource on the dedicated Administrator phone line.
• Research and perform Root Cause Analysis on customer satisfaction survey responses in various client surveys.
• Handles escalated calls from angry / irate callers to resolution.
• Develops and maintains relationships with key individuals.
• Generate and maintain data system for purposes of tracking and data reporting for parish / diocesan administrators.
• Conducts QA on work items completed by team members to ensure accuracy in a peer-to-peer review.
• Effective performance of the essential functions of this position requires regular in-person, on-site interaction with colleagues, both for purposes of relationship building and meaningful collaboration.

QUALIFICATIONS to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The position requires a hands-on, service-oriented individual who meets the following qualifications :

EDUCATION and / or EXPERIENCE

PHYSICAL DEMANDS

Extensive use of a computer keyboard is a demand of the position to perform the essential functions of this job successfully.

WORK ENVIRONMENT

Currently, hybrid work environment, which requires working in CPG's office Tuesdays through Thursdays and flexibility to work remotely on Mondays and Fridays. Church Pension Group employees must maintain a professional, compassionate, and trustworthy work environment always. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of the job within this environment.

Salary Range : $60,000 - $75,000

Join us and Create A Better Future For Yourself!

Flexible Benefits available to eligible employees :

Core Benefits automatically provided to eligible employees :

Elective Benefits available to eligible employees :

Educational Assistance Program available to eligible employees

Parental Leave available to eligible employees

Time Off available to eligible employees : Vacation, Sick, Personal and Holidays

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Please understand that, as a general policy, CPG does not sponsor visas.

EOE : Minorities / Female / Disability / Vet / Sexual Orientation

If you are a CPG employee, please use your CPG email address when creating your profile to apply.