Conseiller spécialisé marché des agriculteurs chez Crédit Agricole. Relation client avec les exploitants agricoles, gestion de crédits et placements.
BF
Onsite Senior Counselor – Retirement Services, CARE Team
Posted 2 days ago
About the role
- Senior Counselor providing benefits counseling for members of 32BJ Benefit Funds. Managing complex cases related to pension, disability, and other retirement benefits.
Responsibilities
- Provide advanced benefits counseling services as a case manager to members and their dependents
- Assist in understanding disability, health, condolence, pension, and other retirement benefits
- Handle complex/escalated cases assigned to the CARE team
- Support escalations and contribute to staff training
- Uphold the CARE values of Collaboration, Action, Reliability, and Empathy
- Interpret pension, disability, condolence, and Fund-Paid health rules
- Review and assist with processing all pension, disability, and condolence applications
- Conduct counseling appointments, both in-person and by phone
- Perform outreach to inform members about benefits and address escalated cases
- Review member records and analyze personnel data
- Explain various benefit calculations and provide support in researching member appeals
- Review members’ eligibility for ancillary and FPH benefits
- Prepare and coordinate member communications
- Manage a complex caseload from intake through resolution
- Respond to inbound CARE calls
- Provide backup coverage for CARE staff as needed
- Participate in retirement planning seminars
Requirements
- Minimum of three years of experience processing pension claims/calculations or retirement counseling experience required
- Knowledge of aspects of the administration of the 32BJ Pension Fund preferred
- Demonstrated ability to provide exceptional customer service via phone, email, virtually and in-person
- Strong public speaking skills required
- Must meet performance, accuracy, attendance, and punctuality standards
- Strong analytical, problem solving, and decision-making skills
- Detailed knowledge of 32BJ benefits through participant case handling
- Ability to manipulate and use multiple software programs including Excel, Microsoft Word, and Windows applications.
- Excellent documentation skills.
- Flexibility with work schedule.
Benefits
- Health, Pension, Retirement Savings, Training, and Legal Services benefits
- Flexible work arrangements
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Banking Advisor role at RBC assisting commercial sector clients through tailored financial solutions. Collaborating with client relations teams to enhance banking experiences and operational efficiency.
School Counselor assisting K - 12 online public school students with academics and non - academic concerns. Coordinating support and guidance for students and families while ensuring graduation requirements are met.
Counselor leading dynamic group therapy sessions in a mission - driven recovery community. Advocating for member - centered care and collaborating with care teams to support recovery.
Crisis Response Counselor providing mobile crisis intervention and assessments for at - risk youth and families. Collaborating with community partners and ensuring safety and stabilization during psychiatric emergencies.
Financial analyst role assessing investment opportunities at Promutuel Assurance. Involves developing financial models and reporting to executive committees.
Senior Advisor at Mila translating complex strategic ambitions into models that guide executive leadership. Collaborating with finance to create actionable insights for informed decision - making.
Apprentice Account Manager supporting client relationships and project management in a professional environment at Henner for 12 months. Involved in client communications and team collaboration tasks.
Virtual High School Counselor at ACCEL Schools providing guidance to K - 12 students and families. Supporting academic and career planning with occasional travel for testing and events.
Conseiller Clientèle managing customer inquiries for audioprosthetic professionals. Responsible for phone and email communication, order management, and client satisfaction.