Member Service Representative (Oakville)

Member Service Representative (Oakville)

12 Aug
|
LiUNA Pension Fund of Central and Eastern Canada
|
Oakville

12 Aug

LiUNA Pension Fund of Central and Eastern Canada

Oakville

The LPF is a Multi-Employer Pension Plan (MEPP), established on February 23, 1972 to provide retirement benefits for employees belonging to agreements negotiated between employers and the Union, and employers and the Trustees of the Plan.

Job Description

The Member Services Representative works within the Member Services unit of the Pension Benefits Department and reports to the Pension Benefits Management Team. This role provides front-line customer service and administrative support to members, pensioners, beneficiaries, employers, and third parties by responding to inquiries, processing member requests, maintaining accurate records, supporting online services, and ensuring privacy and service standards are met.

Qualifications and Requirements

- Minimum 2 years working in a customer service environment
- Multilingual; English, Italian, Portuguese, French, or Spanish is an asset
- Benefit Plan administration skills/experience is an asset
- Post-Secondary Education (University Degree or College Diploma is an asset)
- CEBS and/or PPAC certification is an asset

Skills

- Robust verbal communication and business writing skills
- Research and analytical skills
- Ability to problem solve and recommend solutions as well as implement and execute
- Promote quality improvement and teamwork
- Adherence to timelines

Key Accountabilities

- Provide front line customer service to membership through phone calls, walk-ins, and online platform
- Have upfront dialogue with members to identify needs and assist as necessary
- Assist Pensioners, Beneficiaries, and all other members or third parties who visit the Fund office
- Validate and maintain Member security through security questions and Privacy Authorization Form
- Process requests for Member History Printouts,



Annual Benefit Statements and Beneficiary Designation Forms
- Process address changes for Active/Inactive/DP members via phone calls
- Promote and provide support for online services; reset Passwords and requests for PIN Cards
- Process requests for WSIB Authorization forms from Active/Inactive/DP members
- Submit WSIB claim requests to WSIB or applicable workers Compensation Board
- Processing completed WSIB forms and grant WSIB hours
- Process requests to send Family Law Value Applications and cover letters to members and representatives
- Provide forms to members upon request
- Provide Pension Credits via phone calls and provide Pension Estimates / Projected Estimates reports to members upon request
- Process additional tax requests from members (foreign and non-foreign)
- Provide Self-Pay forms and process submitted self-pay requests
- Process returned mail by contacting members, adding to Equifax and suspension
- Validate returned Signature Letters from members
- Perform reinstatement of Pensioners in reference to Signature Letters or address changes
- Review and validate received Power of Attorney documents
- Verify and grant Past Services credit as required
- Provide Money follows the worker forms upon request
- Provide Income Verification, Ineligible and Bankruptcy Letters
- Receive and process Beneficiary Death notifications
- Provide Annual Pension Adjustments reports for Contributing Employers
- Provide reprints for annual tax receipts

Position Status

To fill an existing vacancy.

Equal Opportunity Employer

The LiUNA Pension Fund of Central and Eastern Canada is an equal opportunity employer. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, if you require accommodation at any time during the recruitment process, please let us know by contacting:

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📌 Member Service Representative (Oakville)
🏢 LiUNA Pension Fund of Central and Eastern Canada
📍 Oakville

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