Associate Retirement Benefits Examiner, Level 3

City of New YorkNew York City, NY
Onsite

About The Position

The New York City Employees’ Retirement System (NYCERS) is recruiting for one (1) Full-Time Associate Retirement Benefits Examiner, Level 3 in the Benefits Certification/ Edit & Annuity unit within the Retirement & Pension Benefits Division. Their duties include the following: Key Responsibilities 1. Team Leadership & Collaboration o Ability to lead and motivate a team. o Foster collaboration and contribute ideas to strengthen employee skills. o Address subordinate behavior with excellent interpersonal skills. 2. Retirement Benefits SME o Keen understanding of retirement benefit processes, directives, generation of option letter, update pensioner’s data to handle complex cases of all types. o Anticipate work-unit needs and allocate resources to meet goals. 3. Organizational & Analytical Skills o Establish goals and objectives for the unit. o Monitor and develop reports to measure individual and unit production. o Review facts, evaluate situations, and make sound decisions. 4. Administrative Responsibilities o Conduct regular unit meetings. o Draft email correspondence to internal units, other divisions, and external parties. o Update spreadsheets and monitor workflow assignments. o Oversee training, schedules, leave requests, and employee performance evaluations. ________________________________________ - Monitoring & Reporting: Use digital dashboards and automated reporting tools to track unit production and individual performance. This ensures transparency and timely feedback. - Resource Allocation: Regularly review workload distribution and adjust assignments based on unit needs and employee strengths. - Communication: Establish clear channels for internal and external correspondence. Templates for emails and meeting agendas can streamline administrative tasks. - Employee Development: Schedule periodic check-ins to discuss performance, provide constructive feedback, and identify opportunities for growth. - Decision-Making: Encourage fact-based evaluations and document key decisions for accountability. - Unit liaison: Communicate and obtain information from/to pensioners, other city and state agencies, NYCERS' work units, and/or other retirement systems. Review and maintain daily unit issues & productivity. Delegate tasks and responsibilities to Assistant Supervisors, monitor NYCEPAS work queues, CRM, service retirement and death cases.

Requirements

  • An associate degree or completion of 60 semester credits from an accredited college or university, including or supplemented by 9 semester credits in mathematics, statistics, accounting and/or actuarial science.
  • Two years of satisfactory full-time experience performing mathematical, statistical, actuarial or accounting computations in one or more of the following: a retirement or employee benefits plan; for customer service in a financial institution; and/or in a position requiring the application of law, rules and regulations and the use of statistical, actuarial or similar tables.
  • A four-year high school diploma or its educational equivalent approved by a State's Department of Education or a recognized accrediting organization and four years of the experience described above.
  • All candidates must have a four-year high school diploma or its educational equivalent and at least 2 years of experience as described above.

Nice To Haves

  • Each 15 semester credits from an accredited college including at least 3 credits in mathematics, statistics, accounting and/or actuarial science may be substituted for each 6 months of experience to a maximum of 2 years experience.

Responsibilities

  • Lead and motivate a team.
  • Foster collaboration and contribute ideas to strengthen employee skills.
  • Address subordinate behavior with excellent interpersonal skills.
  • Understand retirement benefit processes, directives, generation of option letters, and update pensioner data to handle complex cases.
  • Anticipate work-unit needs and allocate resources to meet goals.
  • Establish goals and objectives for the unit.
  • Monitor and develop reports to measure individual and unit production.
  • Review facts, evaluate situations, and make sound decisions.
  • Conduct regular unit meetings.
  • Draft email correspondence to internal units, other divisions, and external parties.
  • Update spreadsheets and monitor workflow assignments.
  • Oversee training, schedules, leave requests, and employee performance evaluations.
  • Use digital dashboards and automated reporting tools to track unit production and individual performance.
  • Regularly review workload distribution and adjust assignments based on unit needs and employee strengths.
  • Establish clear channels for internal and external correspondence.
  • Schedule periodic check-ins to discuss performance, provide constructive feedback, and identify opportunities for growth.
  • Encourage fact-based evaluations and document key decisions for accountability.
  • Communicate and obtain information from/to pensioners, other city and state agencies, NYCERS' work units, and/or other retirement systems.
  • Review and maintain daily unit issues & productivity.
  • Delegate tasks and responsibilities to Assistant Supervisors.
  • Monitor NYCEPAS work queues, CRM, service retirement and death cases.
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