Pension & Annuity Representative I

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