Benefits Assistant
7 hours ago
This position is located in the Client Services and Outreach Section (CSOS), in the Operations Section (OS) of the Pension Administration (PA) of the United Nations Joint Staff Pension Fund (UNJSPF) office in Bangkok. The incumbent will report to the Benefits Officer in the Duty Station, under the overall supervision of the Chief of the Client Services and Outreach Section.
The goal of CSOS is to provide all participants, retirees and other beneficiaries of the Fund with responses to their inquiries in an accurate, timely and professional manner, with an aim of enabling such individuals to make informed financial decisions concerning their entitlements from the Fund, as well as to maintain an accurate records management of correspondence and other documents.
**Responsibilities**:
Within delegated authority, the Benefits Assistant will be responsible for the following duties:
- Provides information to individual participants and retirees/beneficiaries as well as administrative staff of member organizations of the Pension Fund with respect to participation, entitlements, and benefits, including validation, restoration, and all benefit options available.
- Screens and sorts all incoming communications and ensures these are addressed as appropriate in a timely manner.
- Responds to clients’ standard pension enquiries in person, on the phone or in writing, drafts routine correspondence, and prepares various pension certificates and statements at the request of clients.
Undertakes necessary research to provide accurate information to standard pension queries, ensuring that responses to queries conform to the provisions of the Regulations and Rules of the Pension Fund and the Pension Adjustment System, and contacts appropriate member organizations to resolve issues.
Provides annual pension statement to participants upon request and answers questions related to statement contents.
- Determines eligibility to validate, restore, transfer pension rights and communicates with (former) participants and employing organizations in this regard. If eligibility confirmed, processes by taking related administrative actions and procedures.
- Advises Pension Fund members on the administrative actions or procedures required in relation to changes in the status of individuals, e.g., personal data, family history, change in employment situations, etc.; initiates required administrative actions in the Fund’s PA.
- Reviews and advises clients on status of individual pension files from enrolment to separation ensuring that all relevant documentation for standard separation case processing has been received.
- Carries out quality control check and follow up for cases relating to the activation, continuation, suspension and/or termination of benefits in relation to the annual Certificate of Entitlement exercise.
- Calculates and provides estimates of future benefit options as well as estimates under the Pension Adjustment System.
- For local track requests under the Pension Adjustment system, reviews documentation required for implementation of local track or for changes in country of residence to determine eligibility and effective date. If eligibility is confirmed, processes case and submits for auditing.
- Reviews and handles more queries and cases relating to the Certificate of Entitlement exercise and advises clients in this context.
- Reviews and determines eligibility to grants from the Pension Fund’s Emergency Fund.
- Participates in the standardization of procedures and texts for communications originated by the Section.
- Participates in training activities related to the Section’s work, including the preparation of drafts and training material; compiles relevant information for training purposes for internal and external use.
- Assists with the collection and analysis of data as well as preparation of data presentations and reports for information sharing, responding to queries, knowledge management, planning and decision making.
- Assists with visualizations and updating information material such as web pages or brochures.
- Performs other related duties, as assigned.
Competencies
- Professionalism
- Communication
Speaks and writes clearly and effectively; listens to others, correctly interprets messages from others and responds appropriately; asks questions to clarify and exhibits interest in having two-way communication; tailors language, tone, style and format to match audience; demonstrates openness in sharing information and keeping people informed.
- Client Orientation
Considers all those to whom services are provided to be “clients ” and seeks to see things from clients’ point of view; Establishes and maintains productive partnerships with clients by gaining their trust and respect; Identifies clients’ needs and matches them to appropriate solutions; Monitors ongoing developments inside and outside the clients’ environment to keep informed and anticipate problems; Keeps clients informed of
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