Retirement Benefit Specialist Resume Samples

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Retirement Benefit Specialist Resume Sample

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Highly analytical, forward-thinking, and hardworking professional, with extensive experience in processing, analyzing, and calculating administratively complex defined benefit plans and investment contracts within retirement planning and insurance industries. Extremely driven to attain multiple goals while maintaining thoroughness in performing assessments and documentation. Critical thinker with keen eye for detail; utilizing sound business judgment and high accuracy standards in completing outputs. Familiar with laws and regulations governing retirement benefits; knowledgeable of employer tax rules as applied to Defined Benefit Plans. Equipped with strong interpersonal and communication skills, able to accommodate and deal effectively with diverse customers’ concerns and queries.



Technical Acumen: Microsoft Certificate of Completion for Advanced Word, Advanced Outlook, and Intermediate Excel | PowerPoint | Access | Windows Operating System


Retirement Benefit Specialist II
COMPANY ABCD ▪ Kansas City, KS | 2008–Present

Conduct assessments of applications for approval or denial in applying for disability, age, and early retirement pensions; make the necessary calculations and process benefit claims immediately; as well as perform various administrative functions to contribute to operational efficiency.

  • Accurately calculate the amount of pre-retirement benefits payable to identified beneficiaries and expedite the processing of applications for post-retirement death benefits, spouse lifetime benefits, and balance of payment benefits payable to beneficiaries as well as ACH returns from financial institutions, reissuing manual checks if applicable.
  • Thoroughly review and verify documentation reflecting participants’ military service, non-covered employment and receipt of workers compensation or state disability benefits to determine if credit may be granted to repair breaks in covered employment or to grant additional past service credit; preparing coding sheets for documentation.
  • Calculate the amount of benefits affected by the IRS section 415 rule for hours and contributions received from tax exempt and non-tax exempt employer in accordance with the annual limits guidelines; recalculate benefits integrating final hours and contributions, actuarial adjustments, or past service credit; calculating pension benefits as well as the Alternate Payee benefits in compliance with the Qualified Domestic Relation court orders and benefits resulting from Child Support Withholding Orders.

Senior Service Specialist
COMPANY DEFG ▪ Olathe, KS | 2007–2008

Performed underwriting support functions for multiple lines of business, responsible for rating, quoting, policy issuance, endorsement processing, and premium booking. Managed the coding and allocation of premium for products, preparing surplus line documentation and other regulatory mandated documentation.

  • Impartially conducted audits to ensure uploading of accurate documentation for the underwriter’s file.

Complex Change Analyst
GHIJ INSURANCE ▪ Kansas City, MO | 2003–2007

Effectively processed all incoming complex changes on Whole Life, Fixed Universal Life, and Term life policies, including policy splits, in-force conversions, rate reductions associated with risk class improvements, policy master corrections, reissues, rewrites, and face amount increases/decreases.

  • Applied appropriate guidelines and procedures to ensure strict compliance with company policy as well as federal and state regulations.
  • Accurately performed complex accounting through manual calculation and allocation of premiums.
  • Prepared illustrations reflecting capital growth for investment policies as well as provided excellent customer service to internal departments and field agencies.


Major in Business Administration: In Progress (Expected Date of Completion: Dec 2012)
XYZ College | Kansas City, KS

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