Jose Castano

Jose Castano Email and Phone Number

Benefits Outreach Coordinator @ Church Pension Group
Jose Castano's Location
New York City Metropolitan Area, United States, United States
Jose Castano's Contact Details

Jose Castano personal email

n/a
About Jose Castano

Conscientious professional with extensive client service experience advocating for client well-being. Providing guidance, support, and assistance, with strong communication and assessment skills

Jose Castano's Current Company Details
Church Pension Group

Church Pension Group

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Benefits Outreach Coordinator
Jose Castano Work Experience Details
  • Church Pension Group
    Benefits Outreach Coordinator, Client Service Department
    Church Pension Group Apr 2019 - Present
    New York, Ny, Us
    • Daily processing of death claims • Verification and assessment of pension and life insurance benefits • Generation of condolence documents • Creation of medical and dental policies for newly retired members• Distribution of life insurance proceeds to beneficiaries, trusts, or estates• Administration of life insurance riders when necessary.• Coordination with vendors to set up ongoing pension benefits for surviving spouses and co-annuitants.• Thorough review of case documentation to guarantee accuracy• Management of disability claims and intake forms, ensuring updates and terminations are processed in accordance with Aflac's approvals.• Serving as a dedicated liaison for international members, providing specialized support and guidance.• Systems used to execute daily work functions are Ben-Admin, PSW, CRM, and Sapiens.
  • Church Pension Group
    Casual Part-Time, Integrated Business Operations Department
    Church Pension Group Jan 2019 - Apr 2019
    New York, Ny, Us
    • Maintained up-to-date member account demographics • Developed and maintained Excel spreadsheets of returned mail• Conducted outreach via phone and email to members and employers to verify client details.
  • Church Pension Group
    Casual Part-Time, Client Service Department
    Church Pension Group Feb 2018 - Oct 2018
    New York, Ny, Us
    • Processed employment applications for Lay and Clergy for Defined Contribution and Defined Benefit plans.• Updated member demographics and life-changing events • Handled Gain-Loss and Mistake of Facts through the Fidelity website's Plan Sponsor Web station (PSW).• Coordinated call-back appointments for inquiries related to pension, retirement, and medical benefits.• Facilitated communication with members, and parish administrators
  • First Choice Staffing, Inc. Of Ny
    Data Entry Specialist, Church Pension Group
    First Choice Staffing, Inc. Of Ny Dec 2016 - Feb 2018
    New York, New York, Us
    • Educated clergy members on updated pension provisions through Benefits Administration and Customer Relationship Management systems (CRM)• Managed service requests related to participant errors using Fidelity's Plan Sponsor Web station (PSW)• Communicated daily with employers and members via phone and email to address inquiries and provide assistance.
  • 32Bj Seiu
    Contracts Clerk
    32Bj Seiu Mar 2015 - Apr 2016
    New York, Ny, Us
    • Confirmed pending applications for new and renewed contract agreements • Opened, updated, or terminated member and employer accounts via V3 system (Vitech 3)• Processed and updated over one-hundred-member provisions and demographics
  • First Choice Staffing, Inc. Of Ny
    Account Representative (Temp: 32Bj Seiu)
    First Choice Staffing, Inc. Of Ny Oct 2013 - Mar 2015
    New York, New York, Us
    • Opened and updated accounts for new or existing members using V3 software.• Daily scanning of American Dream Fund (ADF) and union dues member applications.• Processed ADF and union dues payments through the Integrated Union Administration System (IUAS).
  • First Choice Staffing, Inc. Of Ny
    Policy Data Assistant (Temp:Marsh & Mclennan Companies)
    First Choice Staffing, Inc. Of Ny Mar 2013 - Aug 2013
    New York, New York, Us
    • Ensured meticulous verification and management of a portfolio of insurance policies, endorsements, and renewals.• Conducted comprehensive analysis of electronic policy documents utilizing the MDocs system.• Executed in-depth research and maintained detailed documentation of policy information.
  • Brown Brothers Harriman
    Operations Specialist
    Brown Brothers Harriman Jun 2007 - Apr 2011
    New York, Ny, Us
    •Settled over three hundred trades on a daily basis via internal systems: Sonic and CAS•Processed Depository Trust Company (DTC) securities •Input of Deposit Withdrawal at Custodian (DWAC) instructions via Participant terminal system (PTS)
  • Bny Mellon, Corporate Trust Department
    Trade Support Specialist
    Bny Mellon, Corporate Trust Department May 2006 - Jun 2007
    New York, Ny, Us
    •Processed trade tickets into Depository Trust Company (DTC)•End of day balance sheet on all trade input, payments, wire transfers•Analyzed Depository Trust Company(DTC) charges and examined fraudulent banking transactions

Jose Castano Skills

Analysis Account Reconciliation Management Accounts Payable Microsoft Excel Data Entry Time Management Securities Customer Service Trading Bonds Back Office Settlement Research Policy Asset Allocation Equities Bloomberg Fixed Income Financial Services Finance Risk Management Financial Analysis Auditing Banking Microsoft Access Payments Back Office Operations

Jose Castano Education Details

  • Christopher Columbus High School
    Christopher Columbus High School

Frequently Asked Questions about Jose Castano

What company does Jose Castano work for?

Jose Castano works for Church Pension Group

What is Jose Castano's role at the current company?

Jose Castano's current role is Benefits Outreach Coordinator.

What is Jose Castano's email address?

Jose Castano's email address is jo****@****rsh.com

What schools did Jose Castano attend?

Jose Castano attended Christopher Columbus High School.

What skills is Jose Castano known for?

Jose Castano has skills like Analysis, Account Reconciliation, Management, Accounts Payable, Microsoft Excel, Data Entry, Time Management, Securities, Customer Service, Trading, Bonds, Back Office.

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