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Pension & Annuity Representative I

Pacific Administrators
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About Pacific Administrators

Pacific Administrators (PAI) was founded in 2001 with a mission to provide exceptional Third-Party Administration services to Multi-Employer (Taft-Hartley) Employee Benefit Plan Trust Funds. PAI has been awarded one of Hawaii Business Magazine's Best Places to Work for 2026 and is Hawaii’s Largest Locally Owned & Operated Third-Party Administrator.
 

About the Role

The Pension & Annuity Representative I will work under the Pension & Annuity Supervisor to process pension and annuity benefits and deliver exceptional customer service to clients and fund professionals in accordance with applicable plan rules and regulatory requirements.

 

Responsibilities:

  • Service client and fund professional inquiries
  • Process pension and annuity benefits
  • Submit benefits information to plan custodian
  • File maintenance for all clients and fund professionals
  • Assist with client mailings and regulatory notices
  • Maintain status reports and provide reports as needed
  • Occasional carrying, loading and transporting of supplies
  • Perform other duties as assigned

 

Requirements:

  • High School Diploma or GED
  • Proficient in math
  • 10-key by touch
  • Computer literate in Word, Excel, and other Microsoft applications
  • Good communication and organizational skills

 

Nice to Haves:

  • Knowledge of pension and annuity fund rules and regulations

 

Working Conditions:

  • PAI offices are indoors & air-conditioned while conditions may vary at client locations
  • Monday to Friday, 8:00 - 4:00 PM or 8:30 AM - 4:30 PM, with a 1-hour unpaid lunch
  • The duties assigned will have situations that will require extra time

 

Benefits:

  • Medical, Dental, Vision Insurance & Prescription Drug Coverage - 100% of Employee's Medical Insurance premiums are paid for by the company for a single participant (or 50% of Employee + Dependents total premiums)
  • Paid Vacation, Sick and Personal Time
  • 401(k) Plan with Company Match
  • Commuter Benefit - 50% of the cost of monthly Bus pass or 50% of parking is paid for by the company
  • Monthly Movie Days
  • Flexible Spending Account
  • Group Life Insurance

 

Apply Here (copy & paste this link): https://www.hrsymphony.com/hrs/apply/16941/W29M?source=Handshake