Specialist, Death and Disability Plans

The role:

The Death and Disability Specialist role helps provide peace of mind and financial security to members and their families during periods of loss or disability by ensuring benefits are administered accurately and in accordance with the Benefits Plan of the Presbyterian Church (U.S.A.), applicable policies, procedures and protocols. This role is responsible for the timely and accurate processing of death and disability benefit claims including the identification and escalation of complex cases. Through effective problem solving, critical thinking and a solution focused approach, the Specialist delivers exceptional member service while demonstrating compassion, empathy, and sensitivity of the death and during difficult life events.

What you will do:

• Process death and disability benefit cases accurately and efficiently in accordance with established procedures, service level agreements, and Plan requirements.

• Review, validate, and analyze documentation to determine eligibility and ensure accurate benefit processing.

• Escalate complex, high-risk, or non-routine death and disability benefit cases to the appropriate business partners or subject matter experts for resolution.

• Serve as a primary point of contact for members, beneficiaries, employers, and internal stakeholders regarding death and disability benefit inquiries.

• Demonstrate empathy, professionalism, and sensitivity when communicating with members and beneficiaries experiencing difficult life events.

• Research and resolve, benefit related inquiries and case issues using strong analytical, problem solving, and decision-making skills.

• Collaborate with internal teams and leadership to facilitate timely case resolution and ensure a seamless service experience.

• Maintain accurate and detailed records of case activities, documentation, communications, and outcomes within designated systems.

• Meet or exceed established productivity, quality, accuracy, and service performance metrics

• Identify process improvement opportunities and recommend solutions that enhance operational efficiency and member satisfaction.

• Ensure compliance with policies, procedures, Plan requirements, and data privacy standards.

• Participate in training, team meetings, and continuous learning initiatives to maintain subject matter expertise in death and disability benefits.

What you need to succeed:

• Associate’s degree or equivalent experience in lieu of degree.

• Minimum 2 years of experience in a benefits/customer service environment.

• Salesforce knowledge and experience is preferred.

• Strong verbal and written communication skills with the ability to explain complex benefit information clearly, professionally, and compassionately to diverse audiences.

• Collaboration and Teamwork: Ability to build strong partnerships and work effectively across teams to achieve timely case resolution.

• Demonstrates ownership of work, delivers high-quality results, meets performance expectations, and contributes to team and organizational goals.

• Demonstrates the ability to analyze complex situations, identify root causes, and develop effective solutions to achieve organizational goals.

• Consistently delivers exceptional service by understanding member needs, building positive relationships, and ensuring a high-quality experience.

• Exhibits empathy, self-awareness, and interpersonal sensitivity when interacting with members, colleagues, and stakeholders.

• Maintains a high level of accuracy and thoroughness when completing tasks, reviewing information, and ensuring compliance with established standards.

• Effectively manages competing priorities, organizes workload, and meets deadlines in a fast-paced environment.

• An ability, interest and desire to stay current on employee benefits administration and seek opportunities for professional development.

• An ability to work on-site Tuesday – Thursday at the 2000 Market Street office in Philadelphia.

We offer a generous benefits package for eligible employees.

• Medical, dental, and vision coverage.
• Defined benefit pension plan.
• 403(b)(9) retirement savings plan.
• Generous paid time off, including sick time, holidays, and 22 days of personal leave.
• Tuition assistance.
• Employee Assistance Plan and other health and well-being resources.
• Employer-paid death benefits with opportunities to purchase additional coverage.
• Employer-paid Short-Term and Long-Term disability coverage.
• Access to the Board’s education and grant assistance programs.
• Discount programs on entertainment, travel, and more.
• Satisfaction gained from working for a service-oriented employer.
• Volunteer and other service opportunities in the community at large.

Our recruiting process is simple.

If you’re interested in a role at the Board of Pensions, apply online at pensions.org. If your skills match an open position, one of our recruiters will set up a phone or Microsoft Teams interview to discuss your interests, background, and skills. They’ll also answer any questions you might have. If you are selected to continue with the recruitment process, you will meet the hiring manager and other relevant team members.

To protect the health of our staff, we encourage everyone to receive FDA-approved vaccinations that may reduce the spread of certain infectious diseases, such as the flu and COVID-19.

We are an Equal Opportunity Employer.

The Board of Pensions of the Presbyterian Church (U.S.A.) is proud to be an equal opportunity employer We value diversity, equity, and inclusion and do not discriminate based on race; color; sex; national origin; age; pregnancy, childbirth, or a related medical condition; military/veteran status; marital/domestic partner status; physical or mental disability; medical condition; religion or religious affiliation, except where determined to be a bona fide occupational qualification; sexual orientation; gender; gender identity or expression; genetic information; ancestry; or any other category protected by applicable federal, state, or local law.