Disability Benefits Analyst

State Treasurer • Wake County, NC

2d

About The Position

Our mission is to preserve, protect and sustain the state’s pension and healthcare plans, generate investment returns in excess of comparable public pensions, properly account for and report on all funds that are deposited, invested, and disbursed through the North Carolina Department of State Treasurer, assure the financially sound issuance of debt for state and local governments, maintain the state’s “AAA” bond rating, and provide exemplary service across all divisions of the Department. This position is located in the Benefits Processing Section of the Retirement Division. This position is responsible for processing claims for refund of contributions and payment of claims within the disability benefits programs for the State's public pension plans. These programs include short-term disability, preliminary long-term disability, extended short-term disability, long-term disability, and disability retirement.

Requirements

• High school diploma or General Educational Development (GED) diploma and four years of related administrative experience; or equivalent combination of education and experience.

Responsibilities

• Pre-Medical Board Disability Case Tracking: Pulls workflows for the processing of disability files for short-term, preliminary long-term, extended short-term, long-term, disability retirement, and reexams in preparation for the Medical Board review Determines eligibility based upon factors identified by the General Assembly for the Disability Income Plan and Disability Retirement for State and Local Governmental employees Reviews required forms for accuracy and completeness to apply to the applicable disability Contacts members and/or employers to discuss discrepancies in the payroll, date of disability certified by member's physician; last day worked and/or last day exhausted leave Reviews and determines if a member has been or is in receipt of Workers' Compensation, Veteran's benefits, Social Security benefits, and salary continuation benefits and if these benefits are applicable to the current medical reported to RSD Once eligibility is determined, enters all applicable dates into ORBIT Prepares appropriate forms for the Medical Board Ensures all applicable medical forms are prepared for the Medical Board Transfers files to Medical Board SharePoint site for virtual Medical Board meetings Attends virtual Medical Board meetings and ensures at least three Medical Board physicians agree with their decision about the case Obtains clarification from members or member's physician regarding any questions generated from the Medical Board Processes correspondence immediately following the Medical Board to notify disability applicants about the decisions of the Medical Board
• Post-Medical Board Disability Case Tracking Pulls 7C forms from workflow after Medical Board Approval Pulls forms from AX to determine applicable salary to base disability benefits Determines and enters the re-exam date based on Medical Board approval Determines and notifies Health Insurance Team of the health care date, if needed Determines the applicable longevity percentage to apply to base salary Reviews service history and requests service audit, when necessary, so system calculates the cease date of the disability. Enters all information into ORBIT for appropriate calculation and double checks ORBIT calculations Contacts employers and employees for applicable documents needed for payments Applies applicable offsets to the member’s benefits, such as, Workers' Compensation, Veterans benefits, Social Security, etc. when setting up the initial payment. Refers to General Statutes for applicable laws regarding calculations Receives report quarterly where suspected payments were made and were not authorized thus resulting in an overpayment; researches all cases to ensure correct payment amount; manually reviews all records, and calculates the appropriate amount
• Other related Disability Duties Monitors workflow daily, pulls and resolves correspondence items Assists in yearly disability activities, such as, Statements of Income Processes re-exams Processes offsets to the member’s benefits, such as, Workers' Compensation, Veterans benefits, Social Security, etc., after the initial benefit is setup, according to the disability laws, processes, and procedures. Interprets applicable statutes regarding questionable disability cases for other analysts Responds to internal and external emails from customers and employers regarding disability status Provides formal and informal training/mentoring Prepares reports for management concerning Medical Board cases Handles sensitive/internal member cases for DST employees for privacy concerns Provides disability processing information to the Call Center Processes paper and online Statements of Income
• Refunds Pulls workflows for the processing of employee’s paper and online return of contributions (Refund) applications. Reviews and determines eligibility of Refund. Reviews contributory history, verifies demographic information, and Melissa data. Verifies notary; reviews and validates overpayment status. Reconciles information between ORBIT and AX. Processes obsolete forms, rollover requests, and pension transfer requests. Processes funds/service between the local and State systems. Creates appropriate correspondence for rollovers and refunds. Checks for overpayments and discusses with appropriate internal employees. Reviews for domestic relations orders and legal issues and discusses with appropriate subject matter expert. Requests information from various sections regarding the status of a member's account as it relates to the processing of the Refund. i.e. Disability, Retirement, and Death. Assists in the yearly Required Minimum Distribution (RMD) project and processes RMD files throughout the year.
• Other related Disability/Refund Duties Makes customer and employer contacts, when necessary. Reviews letters and forms to be mailed. Participates in special projects, as assigned. Creates help tickets and tests all applicable payment processing through ORBIT. Assists supervisor/manager, when needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED