Pension Claims Processor

Pension Claims Processor 

Indianapolis, Indiana 

Full-Time

• Are you a detail-oriented benefits professional who takes pride in getting it right—every time? 
• Do you find purpose in work that directly impacts working families—helping union members and retirees navigate one of the most important transitions of their lives? 
• Do you thrive in a specialized environment where your expertise in pension administration, ERISA compliance, and participant services is genuinely valued? 

If so, we want to hear from you. 

Why This Role Is Different 

At Sheet Metal Workers Local 20 Benefit Funds, our work is never just about numbers—it’s about the people behind them. We serve 3,500+ active members, 1,500+ retirees, and nearly 2,100 pension plan participants and beneficiaries who have spent their careers building America’s infrastructure. As our Pension Claims Processor, you will be their trusted guide through the retirement process, ensuring they receive the benefits they’ve earned—accurately, on time, and with genuine care. 

What Makes This Opportunity Stand Out 

• Competitive Salary: commensurate with experience 

• 100% Employer-Paid Health Insurance (including full family coverage) 

• Defined Benefit Pension Plan (employer-funded) 

• 401(k) with 3% Employer Match 

• Health Reimbursement Account (HRA) 

• Paid Time Off and Paid Holidays 

About Sheet Metal Workers Local 20 Benefit Funds 

We manage comprehensive benefit programs—including health, pension, and annuity funds—for sheet metal workers and their families across our coverage area. Our team is small but growing, and every member plays a meaningful role in protecting the financial security of the members we serve. 

What You’ll Do 

As our Pension Claims Processor, you will serve as the primary day-to-day contact for plan participants, guiding them through the retirement process with expertise and care. Your core responsibilities include: 

Participant Services & Retirement Processing 

• Serve as the primary point of contact for plan participants regarding pension inquiries, application status, and benefit information 

• Review, evaluate, and process retirement, disability, and survivor benefit applications in accordance with plan rules and governing documents 

• Verify participant eligibility, perform benefit calculations, and prepare written correspondence and award notices 

• Guide participants through application requirements, payment options, and plan provisions with a service-oriented approach 

• Respond to participant inquiries in a timely, accurate, and professional manner, both verbally and in writing 

Plan Administration & Recordkeeping 

• Maintain and update participant records in pension administration systems, ensuring accuracy and completeness 

• Coordinate with contributing employers to reconcile contribution data and resolve discrepancies affecting participant eligibility or benefit calculations 

• Process Qualified Domestic Relations Orders (QDROs), beneficiary designations, and participant status changes 

• Prepare and distribute required plan notices and correspondence to participants and beneficiaries 

Compliance & Regulatory Support 

• Support annual actuarial valuations, external audits, and government filings, including Form 5500 preparation 

• Assist with internal controls, plan governance documentation, and compliance recordkeeping 

• Remain current on ERISA regulations, pension laws, and plan document updates affecting participant administration 

What We’re Looking For 

Required Qualifications 

• Minimum of 5 years of experience administering Defined Benefit pension plans; Taft-Hartley or multiemployer plan experience strongly preferred 

• Demonstrated knowledge of ERISA, pension regulations, and plan document interpretation 

• Proficiency with pension administration software and Microsoft Office Suite (Excel, Word) 

• Strong analytical and mathematical skills, including the ability to calculate complex benefit formulas 

• Exceptional attention to detail and accuracy, with the ability to manage high volumes under deadline pressure 

• Strong verbal and written communication skills; ability to explain complex benefit information clearly to diverse audiences 

• Demonstrated ability to handle confidential participant information with integrity and discretion 

Preferred Qualifications 

• Experience with union trust funds or employee benefits administration firms 

• Professional designations such as CEBS, ASPPA credentials, or related certifications—or willingness to pursue 

• Familiarity with Taft-Hartley industry practices and multiemployer plan governance 

Personal Qualities We Value 

• Service-Oriented: You approach every interaction with patience, empathy, and professionalism 

• Detail-Driven: You hold yourself to the highest standard of accuracy—because the people depending on you deserve nothing less 

• Adaptable: Comfortable navigating the unique dynamics of a union environment with diverse stakeholders 

• Collaborative: A team player who communicates well across all levels of the organization 

• Analytical: Able to interpret complex plan documents, regulations, and financial data with confidence 

Ready to Make a Difference? 

Join a team where specialized expertise meets genuine human impact. This isn’t just a pension processing role—it’s an opportunity to be a trusted advocate for workers and families who have earned every benefit they receive. Apply now! 

Sheet Metal Workers Local 20 Benefit Funds is an affirmative action employer committed to diversity and inclusion. We encourage applications from all qualified candidates regardless of gender, race, ethnicity, age, sexual orientation, marital status, religion, or disability.