Applicant Services Representative

Overview

• Provide exceptional service to applicants, ensuring efficient and accurate processing of applications and inquiries.
• Handle NEBF application processing, including document validation and benefit calculations.
• Collaborate with internal teams and external stakeholders to resolve complex issues.
• Maintain compliance with organizational standards and performance metrics.
• Assist in research and preparation of Social Security authorizations and transcripts.
• Support the contact center as needed to ensure seamless operations.
• Communicate effectively with supervisors and stakeholders to facilitate informed decision-making.
• Contribute to continuous improvement initiatives within the applicant services department.

Key Responsibilities & Duties

• Review and validate documents required for NEBF application processing.
• Process status requests, applications, and verification requests accurately and timely.
• Calculate benefits and prepare system letters for approval or rejection.
• Research work history and Social Security transcripts to support application processing.
• Recalculate benefits due to additional service credits or retroactive payments.
• Provide backup support for the contact center as needed.
• Troubleshoot issues and collaborate with participants, vendors, and departments to resolve problems.
• Maintain communication with supervisors and adhere to performance standards.

Job Requirements

• High School Diploma or GED required; Bachelor's degree preferred.
• Minimum 2 years of experience in benefit fund administration; Taft-Hartley Trust Fund experience preferred.
• Proficiency in managing complex issues with a cooperative and positive demeanor.
• Strong verbal and written communication skills for effective stakeholder interaction.
• Ability to troubleshoot and resolve issues collaboratively with participants and internal teams.
• Familiarity with Social Security Administration processes and document preparation.
• Commitment to maintaining professional image and organizational standards.
• Experience with benefit calculations and application processing preferred.