New Retirement Account Representative

State Teachers Retirement System of Ohio•Columbus, OH

3d•$23 - $24•Onsite

About The Position

STRS Ohio is seeking a New Retirement Account Representative to join the Member Benefits/Member Benefits Processing team. Established in 1920 and serving Ohio’s educators, STRS Ohio is one of the nation’s largest retirement systems, serving nearly 550,000 active, inactive, and retired public-school teachers, and university faculty members, managing approximately $96.3 billion as of June 30, 2025, in assets and paying more than $7 billion in benefits annually. STRS Ohio provides a competitive pay, and a comprehensive benefits package including on-site parking, educational assistance, subsidized medical insurance, fully paid dental and life insurance, vacation and sick leave, retirement benefits and on-site fitness center. At STRS Ohio, you can experience rewarding work in a professional, business casual work environment. We welcome, celebrate, and promote respect for everyone. We are continually seeking bright and talented individuals to join our team.

Requirements

High school diploma or equivalent required.
Ability to evaluate data provided by members and contained within member records to handle all aspects of benefit payment applications, including but not limited to determining eligibility, calculating benefits and assessing the cost of services available for purchase.
Ability to handle multiple priorities including regular workload and additional assigned tasks.
Ability to work with and preserve confidential information required.
Above average oral and written communication skills required.
Interpersonal skills necessary to deal effectively and courteously with internal and external contacts required.
Excellent organizational skills and a high degree of accuracy and attention to detail required.
Ability to work independently and in a team environment while meeting deadlines with minimal direct supervision required.
Proven ability to operate Microsoft Office programs and standard office equipment required.
Excellent work record of attendance, punctuality and the ability to maintain a flexible work schedule to meet business needs.
Applicants must be authorized to work in the United States without the need for visa sponsorship.

Nice To Haves

Associate degree in business or related field preferred.
Three years’ relevant experience may substitute for a degree.

Responsibilities

Review and analyze member records and service retirement applications to ensure completeness, accuracy and eligibility. Establish partial payment schedules and catch-up payments as needed.
Analyze member records and applications to pay disability benefits and account transfers to Ohio Public Employees Retirement System (OPERS) and School Employees Retirement System (SERS).
Prepare benefit estimates as needed.
Ensure accurate set up of tax withholding deductions (federal, state, school district), direct deposit information and split payment deductions for overpayment recovery.
Monitor pending service retirement, disability and other systems’ pays applications and conduct appropriate and timely follow-up to obtain outstanding information. Work with other internal departments to resolve outstanding issues to finalize benefit payments.
Analyze deposit and service reports and verify service credit and final average salary to ensure accurate benefit payments.
Respond to member inquiries regarding retirement and disability application processes, requirements, and eligibility criteria. Document interactions in the member record.
Identify reemployment violations and collect benefits not due to the member.
Process member changes (name, address, tax withholding, direct deposit information) for pending service retirement accounts.
Review the partial payment exception report and resolve issues to ensure payments are made or held as appropriate.
Request and review final joint system information. Add the information to the member account for a combined benefit calculation.
Take ownership of member issues and processing challenges, escalating to management when necessary.
Participate in special projects as assigned.