Benefits Analyst

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Description/Job Summary

This job description is intended to provide a general description of the duties and responsibilities of the classification/position described below. It is not intended to establish limitations or restrictions on the duties of the employee occupying the classification/position as these duties and responsibilities may be changed, modified or adjusted at any time by management.


  • Perform administrative tasks necessary to complete job functions
  • Handle all aspects of processing United States Pension, annuity, and hardship withdrawal application, including but not limited to written and oral communication with participants, data entry, performing calculations, and performing benefit adjustments.
  • Process Qualified Domestic Relations Orders and perform subpoena review.
  • Respond to written inquiries.
  • Provide relief support for Call Center
  • Interface with co-workers and other departments to provide informational support.
  • Prepare records regarding overpayments.
  • Provide post-death research and benefit processing.
  • Assist in compliance review of application package.
  • Provide support services on administrative matters and special projects as assigned.
  • Respond to participant inquiries as required.
  • Train others in performing the responsibilities of this classification, when requested.
  • Perform all duties and responsibilities, as assigned by supervision.

Required Skills

  • Ability to comprehend Pension and Annuity plan rules and definitions
  • Strong interpersonal and customer oriented communication skills and the ability to work effectively with active, retired, and terminated participants
  • Ability to work efficiently in a high demand, team oriented, and fast-paced environment
  • Ability to multitask and work on multiple tasks with accuracy
  • Intermediate knowledge of Microsoft Office Suite 7
  • Ability to follow processes
  • Pleasant phone demeanor and interpersonal skills
  • Punctuality and good attendance
  • Foster teamwork and display positive attitude
  • Respect of others in the workplace
  • Maintain participant/Fund office confidentiality

Required Experience

  • Minimum of one (1) year’s office experience to include business administration background
  • Knowledge of employee benefits/pension industry
  • Proficiency in general computer use; use of Microsoft Word and Excel applications
  • Sound grammatical skills

Required Education

College level education


  • Normal office environment
  • Forty (40) hours constitutes the regular work week. The work day consists of eight (8) hours with a half an hour (1/2) or one (1) hour unpaid lunch break. The office incorporates optional flex start times which begin at 7:00 a.m. until 8:30 a.m. The office is open Monday through Friday from 7:00 a.m. to 5:00 p.m.
  • Business professional dress code
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We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law.\n\nIf you need a reasonable accommodation for any part of the employment process, please contact us by email at EAGST@iupat.org and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address.\n\nFor more information, view the EEO is the Law Poster and Pay Transparency Statement.